August '23 dividend portfolio update: macro headwinds

Roland Head -

Welcome to my review of August's news and results from my portfolio companies. Last month saw five of my stocks issue results or trading updates.

I think the common theme running through these updates was external headwinds. Rising interest rates, supply shortages, currency headwinds and economic weakness all feature.

These might sound like excuses, but as far as I can see, these companies are all continuing to operate well.

Political risks are causing me some concern at one business, but this aside, I remain comfortable with all of these holdings.

Let's take a closer look at last month's portfolio news.

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In this month's report:

Here's a summary of the company results covered in this report, with a link to each section: