Portfolio

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.

Roland Head

01 Dec 2024 — 27 min read

This month's crop of six results from the companies in my dividend portfolio include the portfolio's top two performers since its inception – and the current worst performer.

The top performers have both delivered an annualised total return in excess of 20% since December 2021. The worst performer is trading 40% below its cost price, with a suspended dividend.

In this review I discuss my plans for this problem stock and explain why I'm not completely happy with results from one of its top performers.

I also consider the latest numbers from a long-term holding that's planning to split itself up in order to improve its profitability.

Five of these six companies have announced plans to hold or increase their dividends over the last month. I'm remain confident that income from the portfolio this year should remain comfortably ahead of that generated last year.

In this month's report

Here is a list of the topics covered in this month's model dividend portfolio update. The full review is quite a long read, so I've included a summary of my thoughts on each of the six companies covered at the top.

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

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.

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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