Portfolio
2024 dividend portfolio review: rising income despite dividend cuts
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
Discussion of the performance and characteristics of my quality dividend model portfolio.
Portfolio
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.
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.
Portfolio
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.
Portfolio
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.
Portfolio
Sept '24 dividend portfolio update: a mixed bag of results + 2 new stocks
I review results from my portfolio companies in September and discuss two new dividend shares I'm adding to the portfolio - and the stocks I've decided to sell to make space for them.
Portfolio
Aug '24 dividend portfolio update: quality, value & the possible benefits of age
In my monthly review, I look at August results from four of the companies in my quality dividend portfolio, including a 9% yielder and an AIM small cap with a sizeable cash balance.
Portfolio
Jul '24 dividend portfolio update: will new brooms sweep clean?
I review results from three of the UK dividend stocks in my quality income portfolio. Two appear to be performing well, while one is facing challenges that look serious but surmountable, to me.
Portfolio
Jun '24 dividend portfolio update: two very different stories
I review results issued by two of my dividend portfolio shares in June. While one is approaching a cyclical slowdown from a position of strength, I think the second may be facing greater challenges.
Portfolio
H1 2024 quality dividend portfolio review: cash income up 22%
Dividend income from my model portfolio continued to rise in Q2 and is on track for full-year growth. However, capital gains lagged the FTSE 100, leaving room for improvement.
Portfolio
May '24 dividend portfolio update: consumer demand remains uncertain
The dividend stocks in my model portfolio produced five sets of results in May, including four from FTSE 100 companies.
Portfolio
Apr '24 dividend portfolio update: mixed results
I review April updates from six of my portfolio companies, including a small-cap asset manager and two FTSE 100 dividend stocks.