Nov '24 dividend portfolio update: top performers and a problem stock

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.