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
Discussion of the performance and characteristics of my quality dividend model portfolio.
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.
Portfolio
Quality dividend portfolio: 2022 review
I review the performance of my quality dividend portfolio in 2022, including dividend income, trading activity and comments on the outlook for 2023.
Portfolio
November 2022 portfolio update: 6% yield + tech growth
I review November's results from my quality dividend model portfolio. Four FTSE 100 stocks are covered in the report, including a high yielder and an energy business.
Portfolio
October 2022 dividend portfolio update
I review October's results from a subscriber-only UK small-cap with very high profit margins and an unloved housebuilder stock.