Jul '24 dividend portfolio update: will new brooms sweep clean?

The theme of this month's portfolio update seems to be new management – all three of the companies covered have fairly new top management.

In one case, the new CEO has not even had a chance to make a public statement yet. Unsurprisingly, his arrival was preceded by a nasty profit warning.

With so much management change underway, I am remaining patient and continuing to hold all of the stocks discussed below in the quality dividend model portfolio and in my equivalent personal holdings.

In the reviews below, I've explained why I'm taking this approach. I've also admitted that in one case, this might lead to a slight change to my investing decision framework.

In this month's report...

Here is a list of the companies covered in this month's model dividend portfolio update.

Please click on the links alongside each summary, or scroll down to read the full review for each company: