Discussion of the performance and characteristics of my quality dividend model portfolio.
Portfolio
This month I top-slice a position (a FTSE 100 stock) for the first time since the portfolio's inception. I also review results from an AIM high yielders and three Main Market small caps.
Portfolio
3 FTSE 100 companies from my dividend portfolio issued results in May, including a defensive high yielder and a quality UK tech stock.
Portfolio
Four of my AIM dividend stocks updated the market in April. Unfortunately two of them issued profit warnings. In this update I share my thoughts and highlight one stock I'm considering selling (and one potential top up).
Portfolio
My dividend portfolio has made a disappointing start to the year. Stepping back to look at the bigger picture suggests the companies I'm invested in have got cheaper and smaller, but retained their quality appeal.
Portfolio
March was a busy month, with six of my companies issuing results that are reviewed here. In addition I discuss three model portfolio holdings where I've decided to take advantage of recent price weakness to top up.
Portfolio
Four of my companies released results in February, while a fifth issued a big profit warning. Stocks covered in this update include a FTSE 100 giant, a FTSE 250 member and three small caps.
Portfolio
Only one of my portfolio stocks issued results in January. This FTSE 250 company is one of my most successful holdings, but it's a business that I'm increasingly seeing as a turnaround situation.
Portfolio
In my 2024 dividend portfolio review, I report an inflation-beating cash income, discuss changes to the portfolio and consider the key financial metrics I monitor.
Portfolio
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.
Portfolio
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.
Portfolio
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.
Portfolio
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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