Portfolio

Mar '24 dividend portfolio update: 10 results + one new stock

March was a busy month for results from my UK dividend share portfolio. I've also decided to replace one stock with a new purchase.

Roland Head

Mar 31, 2024 — 31 min read

Photo by Sam Carter on Unsplash

Welcome back to my monthly newsletter, in which I review results and trading updates issued by the UK dividend stocks in my portfolio over the last month.

This month's edition includes my thoughts on updates from no fewer than 10 companies, due to March's busy reporting schedule.

I've also reiterated details of the stock sale and new purchase I discussed in my recent update for subscribers, "New stock: a UK business with a 35-year dividend history and 5% yield".

In this month's report

March was a bumper month for results, so I apologise for the length of this report.

As always, I've included a short summary of my thoughts on each company's results at the top of this section.

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

Click on the links or scroll down to read the full review for each company:

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.

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