Portfolio

Jan '23 dividend portfolio update: mixed news

I review January's news from three stocks my quality dividend model portfolio, including the latest from troubled insurer Direct Line Insurance (LON:DLG).

Roland Head

Feb 3, 2023 — 9 min read

Photo by Raimond Klavins on Unsplash

Welcome to my January portfolio update.

Accident-prone insurer Direct Line Insurance Group (LON: DLG) fell by 20% in January. I'll comment on the latest news from this troubled business shortly. I'll also take a look at a portfolio stock that gained 20% last month.

However, my main focus in these updates is on portfolio companies that have published half-year or full-year accounts during the month. There was only one of these last month – a FTSE 250 share – so I'll start with that.

My monthly portfolio reports are only available to subscribers. I'd strongly recommend signing up – you'll also get full access to my model dividend portfolio and detailed reviews of all portfolio trades.

The model portfolio contains the same shares I hold in my own portfolio.

For an explanation of my Quality Dividend score, see here.

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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