2024 dividend portfolio review: rising income despite dividend cuts
In my 2024 dividend portfolio review, I report an inflation-beating cash income, discuss changes to the portfolio and consider the key financial metrics I monitor.
Latest
Stockopedia Companies & Markets podcast 20/12/24: Takeovers, £100m whisky, and decoding stock market jargon
Stocks covered included: IHP, INSG, SHOE, ART, NXT, GAW, $BRK, $CGNX + our thoughts on accounting buzzwords.
Dec '24 dividend portfolio update: 1 new stock to replace Burberry, a top up & 2 sets of small-cap results
I review the latest results from two portfolio shares with attractive dividend yields. Plus details of a new AIM stock I'm buying - and a FTSE 250 holding I'm planning to top up.
Nov '24 dividend portfolio update: top performers and a problem stock
Results from my dividend portfolio companies in November had a FTSE 350 bias and included two top performers, a problem stock and a company planning to split itself up.
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.
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.
Sept '24 dividend portfolio update: a mixed bag of results + 2 new stocks
I review results from my portfolio companies in September and discuss two new dividend shares I'm adding to the portfolio - and the stocks I've decided to sell to make space for them.
Aug '24 dividend portfolio update: quality, value & the possible benefits of age
In my monthly review, I look at August results from four of the companies in my quality dividend portfolio, including a 9% yielder and an AIM small cap with a sizeable cash balance.
Is multibagger RS Group a quality dividend buy?
After falling nearly 40% from their 2022 highs, are RS Group (LON:RS1) shares priced to buy? I consider the attractions of this distribution specialist, which has paid a dividend for at least 35 years.
Portfolio
Jul '24 dividend portfolio update: will new brooms sweep clean?
I review results from three of the UK dividend stocks in my quality income portfolio. Two appear to be performing well, while one is facing challenges that look serious but surmountable, to me.
Podcasts
The Exchange on Vox Markets with Paul Hill (19/07/24)
Paul Hill and I talk about UK shares of interest and field live questions from listeners! Including #BRBY #SQZ #JHD #PAGE #TPFG #PAY #MBH #RWS #RS1 #ECEL #SOM #BATS #TRIG #CLIG
Portfolio
Jun '24 dividend portfolio update: two very different stories
I review results issued by two of my dividend portfolio shares in June. While one is approaching a cyclical slowdown from a position of strength, I think the second may be facing greater challenges.
Portfolio
H1 2024 quality dividend portfolio review: cash income up 22%
Dividend income from my model portfolio continued to rise in Q2 and is on track for full-year growth. However, capital gains lagged the FTSE 100, leaving room for improvement.
Dividend share reviews
New stock: a new family firm to (hopefully) improve the sleep-easy score of my portfolio
This 100-year-old business boasts enviable profitability and an impressive dividend track record. I hope it will provide me with more peace of mind than the stock I'm selling.
The Dividend Note
The Dividend Note - accomplished retailers + a mystifying problem - SMWH, GHH, BME (07/06/24)
I review updates from FTSE 350 dividend shares WH Smith and B&M, plus struggling AIM engineer Gooch & Housego. Do any of them offer opportunities for my income portfolio?
Portfolio
May '24 dividend portfolio update: consumer demand remains uncertain
The dividend stocks in my model portfolio produced five sets of results in May, including four from FTSE 100 companies.
The Dividend Note
The Dividend Note - impressive profitability - PETS, IPX (31/05/24)
This week I've reviewed the latest results from Impax Asset Management and Pets at Home - two distinctive UK dividend shares.
The Dividend Note
The Dividend Note - quality operators - RS1, CWK + AJB, IHP, HL (24/05/24)
This week I've been taking a look at recent results from FTSE 250 dividend shares RS Group and Cranswick, plus news from investment platforms AJ Bell, Hargreaves Lansdown and IntegraFin.
Podcasts
Investor's Round Table: TPFG, MACF & VANL + interest rates (19/05/24)
Graham Neary, Mark Simpson and I discuss UK shares Property Franchise Group (& Belvoir), plus packaging group Macfarlane and groundworks specialist Van Elle Holdings.
The Dividend Note
The Dividend Note - light at the end of the tunnel? VCT, BT.A (17/05/24)
Victrex and BT shares have both fallen out of favour with investors in recent years. But I reckon this week's results may provide some reasons for optimism.
Dividend share reviews
Has Moneysupermarket.com really returned to growth?
FTSE 250 stock Moneysupermarket.com Group (LON:MONY) offers 5%+ dividend yield backed by ample free cash flow. With a recovery seemingly underway, should I consider buying the shares for my dividend portfolio?