Portfolio

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.

Roland Head

24 Dec 2024 — 16 min read

Welcome to my final monthly portfolio update of 2024.

In this report, I discuss the new stock I've chosen to replace Burberry in my model dividend portfolio.

I also explain why I've decided to use some of the portfolio's cash position to increase my holding in a FTSE 250 company that's a top-ranked stock in my screening system. Shares in this business have fallen recently, but I remain confident it's a quality business at a reasonable price. I have decided to average down.

Last but not least, I review two sets of annual results published by portfolio stocks in December. The companies concerned are an AIM-listed high yielder and a rather niche Main Market small cap.

Read on for full details of these upcoming share trades and my thoughts on these recent company results.

As a quick reminder, my model dividend portfolio mirrors the shares in my main personal portfolio.

Please note that my comments reflect my personal views and are not investment advice or recommendations. Please do your own research and seek professional advice if needed. Full disclaimer here.

In this month's report

Here's a list of topics covered in this month's report, together with a summary of each section.

Please scroll down for the full report, or click on the links to go directly to a specific section.

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.

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