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
Discussion of the performance and characteristics of my quality dividend model portfolio.
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.
Portfolio
June '23 dividend portfolio update: foggy outlook
Two stocks with 7% dividend yields, one profit warning, and one business that's changing significantly.
Portfolio
May '23 dividend portfolio update: mostly good news
I review May's results from dividend shares in my model portfolio.
Portfolio
Apr' 23 dividend portfolio update: expanding coverage
I review April's results from dividend shares in my model portfolio.
Portfolio
Q1 2023: a big loss leaves me lagging the market
There was good and bad news for my quality dividend portfolio perform during the first quarter of 2023. In this review, I crunch the numbers.
Portfolio
March '23 dividend portfolio update: better than expected
With one exception, results from my quality dividend stocks in March were generally better than I expected. Companies covered include #DLG.
Portfolio
Feb '23 dividend portfolio update: defensive quality
I review February's results from five shares in my quality dividend model portfolio.
Portfolio
Jan '23 dividend portfolio update: mixed news
I review January's news from three stocks my quality dividend model portfolio, including the latest from troubled insurer Direct Line Insurance (LON:DLG).
Portfolio
Direct Line dividend cut + December 2022 portfolio update
I review results from a small-cap stock in my dividend portfolio and explain what I'm going to do following Direct Line's dividend cancellation.