Portfolio
Mar '24 dividend portfolio update: 10 results + one new stock
March was a busy month for results from my UK dividend share portfolio. I've also decided to replace one stock with a new purchase.
Portfolio
Discussion of the performance and characteristics of my quality dividend model portfolio.
Portfolio
Feb '24 portfolio update: steady progress | special dividend | problems
Eight companies from my portfolio reported in February - I review the good, the bad and the ugly.
Portfolio
Jan '24 dividend portfolio update: (mostly) good news
Eight of the companies in my dividend portfolio issued updates in January. I review all of these, plus a ninth company that's causing concern.
Portfolio
Quality dividend portfolio: 2023 review
My model dividend portfolio delivered 5% dividend growth in 2023 and offers a forecast yield of 5.2% for the year ahead.
Portfolio
Dec '23 dividend portfolio update: changing landscape + top ups
Results from my dividend portfolio in December included a niche small cap with a 34-year dividend record and a tech-focused AIM stock whose dividend has risen for 20 years.
Portfolio
Nov '23 dividend portfolio update: risks and opportunities
Results from my dividend portfolio in November included FTSE 100 firm that issued a profit warning and another whose share price reached a new all-time high.
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.
Portfolio
Q3 2023 review: buying shares and looking ahead
The third quarter saw me add two new stocks to my quality dividend portfolio, which remains on track to deliver a 5.5% yield this year.
Portfolio
Sept '23 dividend portfolio update: keep going
External conditions are providing challenges for some of the companies in my dividend portfolio, but I'm reassured by most of these updates.
Portfolio
August '23 dividend portfolio update: macro headwinds
Companies in my dividend portfolio are facing a range of external pressures, but I think the underlying businesses are continuing to perform well.
Portfolio
July '23 dividend portfolio update: no drama
My dividend portfolio companies produced a bumper crop of updates in July. I don't see any new problems and remain confident about the medium-term outlook, despite some niggling concerns.
Portfolio
H1 2023: positioning the portfolio for long-term growth
Falling share prices during the first half of the year left my portfolio lagging behind the FTSE 100. I think there's value on offer and have been buying more shares.