Portfolio

October '23 dividend portfolio update: value on offer?

October's results from my portfolio companies didn't flag up any new problems. I think there's plenty of value in UK dividend shares right now.

Roland Head

Nov 4, 2023 — 20 min read

Original photo by kerry rawlinson on Unsplash

Welcome to my review of October's news and results from the companies in my model dividend portfolio.

October turned out to be a difficult month for UK investors, especially in smaller companies. However, results from my portfolio stocks last month were broadly reassuring and I think there's plenty of value on offer from the stocks I'm discussing this month.

Indeed, I'm planning to use the portfolio's dividend income to top up some of the positions in the model portfolio. I'll have more on that in next week's update.

This month's report covers seven companies, so it's a little lengthy. But as usual, there's a summary of my thoughts on each stock at the top.

In this month's report:

Here's a summary of the company results covered in this report, with a link to each section:

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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