New stock #1: a respected specialist with a 7% dividend yield

I discuss the attractions and risks of a high-yielding small cap I've decided to buy for my dividend portfolio.

Roland Head

Sep 28, 2024 — 14 min read

After a period of stability in my model dividend portfolio, I've decided to make two changes at the end of September – the maximum I allow myself under my quarterly trading policy.

I discussed the reasons for this in my September portfolio review, which subscribers can read here.

In this article, I'm going to introduce one of the new stocks I've decided to add to the portfolio.

The company in question is a small cap stock listed on London's Main Market that is an established expert in its niche.

While growth hasn't always been consistent, founder ownership and strong cash generation have always underpinned attractive dividends. The stock currently offers a 7% yield.

To find out why I think this could be a good time to add this stock to my portfolio, read on.

Down 60%! Is Churchill China a dividend share I should buy?

After a challenging few years, AIM dividend share Churchill China (LON:CHH) offers a 4.6% yield and looks in good shape to me. Is this a chance to lock in an attractive income from a company that's been a reliable payer for nearly 25 years?

Oct '24 dividend portfolio update: strong results from two very different AIM shares

October brought full-year results from two respected AIM-listed shares in my portfolio. In this review I take a look at both and explain why I'm happy to hold them.

Q3 24 dividend portfolio review: cash yield up 25% YTD + I'm beating the (wrong) benchmark!

Dividend income from my model portfolio has surged ahead this year, but capital gains have lagged the FTSE 100. I consider what might be happening and discuss two recent changes to the portfolio.

New stock #2: 20 years of dividend growth & a 6% yield

This 106-year-old AIM-listed business looks unloved, but I think the shares could deliver attractive returns if market conditions and sentiment recover.

Disclaimer: All content provided on this website is intended for educational and entertainment purposes only. This website does not provide investment advice or recommendations. You should research all investment decisions yourself and not rely upon information provided on this website. If you are unable to do this you should seek professional advice from a registered financial adviser.

Read more

Down 60%! Is Churchill China a dividend share I should buy?

Oct '24 dividend portfolio update: strong results from two very different AIM shares

Q3 24 dividend portfolio review: cash yield up 25% YTD + I'm beating the (wrong) benchmark!

New stock #2: 20 years of dividend growth & a 6% yield