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.
This year's Autumn Budget was the most keenly awaited I can remember, but I'm glad it's out of the way. Hopefully investors will regain a little more enthusiasm for UK small caps now there's some clarity over tax changes.
October was a quiet month for results from my investments. Only two of my dividend portfolio companies published accounts during the period.
Both are AIM-listed firms with owner-management, long track records and impressive financials. I believe their appeal goes well beyond any IHT tax benefit that might accrue from a long-term holding in these shares. Having said that, please consult a financial advisor if you are at all unsure about any such matters.
There was no trading activity in the portfolio this month, following two new purchases at the end of the third quarter.
In this month's report
Here is a list of the topics covered in this month's model dividend portfolio update.
Please click on the links for each section, or scroll down to read the full report.