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Terry Smith's quality strategy has now underperformed for 5 years, denting its strong record.
It seems like a good time to dust off my Fundsmith-style UK share screen at Stockopedia. How have my 2023 selections performed - and are there any new picks?
app.stockopedia.com/content/revi...
It seems like a good time to dust off my Fundsmith-style UK share screen at Stockopedia. How have my 2023 selections performed - and are there any new picks?
app.stockopedia.com/content/revi...
Stockopedia. Stock Screens, Stock Ranks, Stock Tips & Tricks
app.stockopedia.com
January 14, 2026 at 3:20 PM
Terry Smith's quality strategy has now underperformed for 5 years, denting its strong record.
It seems like a good time to dust off my Fundsmith-style UK share screen at Stockopedia. How have my 2023 selections performed - and are there any new picks?
app.stockopedia.com/content/revi...
It seems like a good time to dust off my Fundsmith-style UK share screen at Stockopedia. How have my 2023 selections performed - and are there any new picks?
app.stockopedia.com/content/revi...
My rules-based SIF dividend portfolio @Stockopedia didn't quite manage to beat the FTSE's 20%+ return last year, but it did deliver a healthy double-digit gain, including 5%+ yield.
Full review here: app.stockopedia.com/content/sif-...
Full review here: app.stockopedia.com/content/sif-...
Stockopedia. Stock Screens, Stock Ranks, Stock Tips & Tricks
app.stockopedia.com
January 5, 2026 at 2:20 PM
My rules-based SIF dividend portfolio @Stockopedia didn't quite manage to beat the FTSE's 20%+ return last year, but it did deliver a healthy double-digit gain, including 5%+ yield.
Full review here: app.stockopedia.com/content/sif-...
Full review here: app.stockopedia.com/content/sif-...
Two small-cap dividend shares from my portfolio issued results in December, including an AIM market 8% yielder. In this review, I explain why I'm buying more of one of these shares.
www.rolandhead.com/portfolio/de...
www.rolandhead.com/portfolio/de...
Dec '25 dividend portfolio update: why I'm buying more of this 8% yielder
Two small-cap dividend shares from my portfolio issued results in December, including an 8% yielder. In this review, I explain why I'm buying more of one of these shares.
www.rolandhead.com
December 26, 2025 at 4:03 PM
Two small-cap dividend shares from my portfolio issued results in December, including an AIM market 8% yielder. In this review, I explain why I'm buying more of one of these shares.
www.rolandhead.com/portfolio/de...
www.rolandhead.com/portfolio/de...
As the year end approaches, I'm putting some of the accumulated cash in my dividend portfolio to work, with a series of top-up purchases.
I've also added an element of momentum to my dividend share scoring system.
www.rolandhead.com/portfolio/my...
I've also added an element of momentum to my dividend share scoring system.
www.rolandhead.com/portfolio/my...
My portfolio top ups for December + new momentum rules
I discuss the new momentum rules I've added to my dividend share scoring system and review seven stocks I've selected for top ups.
www.rolandhead.com
December 14, 2025 at 8:22 AM
As the year end approaches, I'm putting some of the accumulated cash in my dividend portfolio to work, with a series of top-up purchases.
I've also added an element of momentum to my dividend share scoring system.
www.rolandhead.com/portfolio/my...
I've also added an element of momentum to my dividend share scoring system.
www.rolandhead.com/portfolio/my...
Solid results from some of our high yield UK dividend stocks support a 6%+ yield for the Income Boosters portfolio at Investor's Champion.
In this update we cover results from two FTSE 100 stalwarts and some smaller stocks with strong income credentials.
investorschampion.com/channel/port...
In this update we cover results from two FTSE 100 stalwarts and some smaller stocks with strong income credentials.
investorschampion.com/channel/port...
Income Boosters: our high yielders deliver reliable results
6.1% dividend yield from our portfolio
investorschampion.com
December 8, 2025 at 5:19 PM
Solid results from some of our high yield UK dividend stocks support a 6%+ yield for the Income Boosters portfolio at Investor's Champion.
In this update we cover results from two FTSE 100 stalwarts and some smaller stocks with strong income credentials.
investorschampion.com/channel/port...
In this update we cover results from two FTSE 100 stalwarts and some smaller stocks with strong income credentials.
investorschampion.com/channel/port...
Unilever #ULVR spin-off The Magnum Ice Cream Company (ticker #MICC) starts trading next week. Is this a quality business to buy and hold? I've been taking a closer look in a new piece at Stockopedia
app.stockopedia.com/content/what...
app.stockopedia.com/content/what...
Stockopedia. Stock Screens, Stock Ranks, Stock Tips & Tricks
app.stockopedia.com
December 4, 2025 at 2:51 PM
Unilever #ULVR spin-off The Magnum Ice Cream Company (ticker #MICC) starts trading next week. Is this a quality business to buy and hold? I've been taking a closer look in a new piece at Stockopedia
app.stockopedia.com/content/what...
app.stockopedia.com/content/what...
Turnarounds, positive trends and cyclical plays feature among the results from my dividend share portfolio in November. Stocks covered include 3 FTSE 100 members and two small cap high yielders.
www.rolandhead.com/portfolio/no...
www.rolandhead.com/portfolio/no...
Nov '25 dividend portfolio update: reassuring trends vs turnarounds
Turnarounds, positive trends and cyclical plays feature among the results from my dividend portfolio in November. Stocks covered include 3 FTSE 100 members and two small cap high yielders.
www.rolandhead.com
November 30, 2025 at 8:32 PM
Turnarounds, positive trends and cyclical plays feature among the results from my dividend share portfolio in November. Stocks covered include 3 FTSE 100 members and two small cap high yielders.
www.rolandhead.com/portfolio/no...
www.rolandhead.com/portfolio/no...
Former FTSE high flyer 4Imprint (#FOUR) is up by almost 20% this week.
Purely by coincidence I've also just published an in-depth look at this business at Stockopedia. Is it the right time to buy into a recovery?
app.stockopedia.com/content/shou...
Purely by coincidence I've also just published an in-depth look at this business at Stockopedia. Is it the right time to buy into a recovery?
app.stockopedia.com/content/shou...
Stockopedia. Stock Screens, Stock Ranks, Stock Tips & Tricks
app.stockopedia.com
November 13, 2025 at 10:49 AM
Former FTSE high flyer 4Imprint (#FOUR) is up by almost 20% this week.
Purely by coincidence I've also just published an in-depth look at this business at Stockopedia. Is it the right time to buy into a recovery?
app.stockopedia.com/content/shou...
Purely by coincidence I've also just published an in-depth look at this business at Stockopedia. Is it the right time to buy into a recovery?
app.stockopedia.com/content/shou...
2 stocks in my dividend portfolio issued results last month - an AIM-listed biotech and a family-owned manufacturer which could benefit from the AI data centre boom.
Both are facing headwinds, but I think they could generate significant value in the future.
www.rolandhead.com/portfolio/oc...
Both are facing headwinds, but I think they could generate significant value in the future.
www.rolandhead.com/portfolio/oc...
October '25 dividend portfolio update: will this UK manufacturer be an AI winner?
Only two of my dividend stocks published results in October. Both of these AIM-listed firms are facing trading headwinds but benefit from long-term management - and potential opportunity. Both also…
www.rolandhead.com
November 3, 2025 at 4:06 PM
2 stocks in my dividend portfolio issued results last month - an AIM-listed biotech and a family-owned manufacturer which could benefit from the AI data centre boom.
Both are facing headwinds, but I think they could generate significant value in the future.
www.rolandhead.com/portfolio/oc...
Both are facing headwinds, but I think they could generate significant value in the future.
www.rolandhead.com/portfolio/oc...
Applying a simple Dividend Dogs strategy to the #FTSE100 performed well last year, beating the market and generating a 7.4% #DividendYield. I've updated my model portfolio for the year ahead at Stockopedia this week - details here:
app.stockopedia.com/content/beat...
app.stockopedia.com/content/beat...
Stockopedia. Stock Screens, Stock Ranks, Stock Tips & Tricks
app.stockopedia.com
October 29, 2025 at 2:29 PM
Applying a simple Dividend Dogs strategy to the #FTSE100 performed well last year, beating the market and generating a 7.4% #DividendYield. I've updated my model portfolio for the year ahead at Stockopedia this week - details here:
app.stockopedia.com/content/beat...
app.stockopedia.com/content/beat...
Income from my dividend portfolio rose in Q3. But the overall result was disappointing and included a 40% loss on a recent new position.
Going forward, I'm making some changes to my position sizing and trading strategy to try and improve execution.
www.rolandhead.com/portfolio/q3...
Going forward, I'm making some changes to my position sizing and trading strategy to try and improve execution.
www.rolandhead.com/portfolio/q3...
Q3 2025 dividend portfolio review: income growth + expensive lessons
A disappointing Q3 and two small-cap losses have prompted me to revisit my approach to position sizing and portfolio structure.
www.rolandhead.com
October 17, 2025 at 3:01 PM
Income from my dividend portfolio rose in Q3. But the overall result was disappointing and included a 40% loss on a recent new position.
Going forward, I'm making some changes to my position sizing and trading strategy to try and improve execution.
www.rolandhead.com/portfolio/q3...
Going forward, I'm making some changes to my position sizing and trading strategy to try and improve execution.
www.rolandhead.com/portfolio/q3...
My simple rules-based SIF dividend portfolio at Stockopedia has matched the c.17% total return from the FTSE so far this year. In this review I discuss performance and report on my Q3 share trades.
app.stockopedia.com/content/sif-...
app.stockopedia.com/content/sif-...
Stockopedia. Stock Screens, Stock Ranks, Stock Tips & Tricks
app.stockopedia.com
October 14, 2025 at 1:37 PM
My simple rules-based SIF dividend portfolio at Stockopedia has matched the c.17% total return from the FTSE so far this year. In this review I discuss performance and report on my Q3 share trades.
app.stockopedia.com/content/sif-...
app.stockopedia.com/content/sif-...
Four of my dividend portfolio stocks issued results in September. I'm keeping three and selling one of them - a popular UK small cap.
In this review I explain why I'm selling and give my verdict on the numbers from all four companies.
www.rolandhead.com/portfolio/se...
In this review I explain why I'm selling and give my verdict on the numbers from all four companies.
www.rolandhead.com/portfolio/se...
September '25 dividend portfolio update: improving performance + resilient quality, but I'm selling one stock
Four of my dividend stocks issued results in August. I remain comfortable with three of them but have decided to sell one from my portfolio.
www.rolandhead.com
October 5, 2025 at 3:49 PM
Four of my dividend portfolio stocks issued results in September. I'm keeping three and selling one of them - a popular UK small cap.
In this review I explain why I'm selling and give my verdict on the numbers from all four companies.
www.rolandhead.com/portfolio/se...
In this review I explain why I'm selling and give my verdict on the numbers from all four companies.
www.rolandhead.com/portfolio/se...
Looking for UK #stocks that are on the move? This week at Stockopedia I've used the StockRanks + some simple rules to build a new momentum screen and model portfolio.
app.stockopedia.com/content/ridi...
app.stockopedia.com/content/ridi...
Stockopedia. Stock Screens, Stock Ranks, Stock Tips & Tricks
app.stockopedia.com
September 4, 2025 at 9:51 AM
Looking for UK #stocks that are on the move? This week at Stockopedia I've used the StockRanks + some simple rules to build a new momentum screen and model portfolio.
app.stockopedia.com/content/ridi...
app.stockopedia.com/content/ridi...
August brought satisfactory results from three of the FTSE 100 & FTSE 250 stocks in my dividend portfolio. These included an 8% yielder and a company whose CEO received an £11m bonus last year.
www.rolandhead.com/portfolio/au...
www.rolandhead.com/portfolio/au...
August '25 dividend portfolio update: is the dry spell about to end?
August brought results from 1 FTSE 250 firm and two of my FTSE 100 companies - including an 8% yielder and a global industrial group.
www.rolandhead.com
August 31, 2025 at 10:38 AM
August brought satisfactory results from three of the FTSE 100 & FTSE 250 stocks in my dividend portfolio. These included an 8% yielder and a company whose CEO received an £11m bonus last year.
www.rolandhead.com/portfolio/au...
www.rolandhead.com/portfolio/au...
In my July portfolio review I discuss solid results from three of my dividend stocks + 2 profit warnings.
Companies covered include a FTSE 100 stalwart, a FTSE 250 stock with near-50% profit margins and three AIM dividend shares.
www.rolandhead.com/portfolio/ju...
Companies covered include a FTSE 100 stalwart, a FTSE 250 stock with near-50% profit margins and three AIM dividend shares.
www.rolandhead.com/portfolio/ju...
July '25 dividend portfolio update: 50% profit margins + 2 profit warnings!
I review improved results from two of my holdings, a solid performance from one of the FTSE 100's largest companies and profit warnings from two AIM stocks.
www.rolandhead.com
August 3, 2025 at 7:21 AM
In my July portfolio review I discuss solid results from three of my dividend stocks + 2 profit warnings.
Companies covered include a FTSE 100 stalwart, a FTSE 250 stock with near-50% profit margins and three AIM dividend shares.
www.rolandhead.com/portfolio/ju...
Companies covered include a FTSE 100 stalwart, a FTSE 250 stock with near-50% profit margins and three AIM dividend shares.
www.rolandhead.com/portfolio/ju...
In my half-year dividend portfolio update I report inflation-beating dividend growth and confirm that my income-generating strategy remains on track.
I also discuss why I'm hopeful the portfolio's underperformance versus the FTSE 100 could soon start to ease.
www.rolandhead.com/portfolio/h1...
I also discuss why I'm hopeful the portfolio's underperformance versus the FTSE 100 could soon start to ease.
www.rolandhead.com/portfolio/h1...
H1 2025 dividend portfolio review: positive returns suggest my income strategy remains on track
My dividend portfolio produced solid income growth and some decent share price gains in Q2. I am cautiously optimistic that after a difficult period, the outlook may be improving.
www.rolandhead.com
July 13, 2025 at 9:29 AM
In my half-year dividend portfolio update I report inflation-beating dividend growth and confirm that my income-generating strategy remains on track.
I also discuss why I'm hopeful the portfolio's underperformance versus the FTSE 100 could soon start to ease.
www.rolandhead.com/portfolio/h1...
I also discuss why I'm hopeful the portfolio's underperformance versus the FTSE 100 could soon start to ease.
www.rolandhead.com/portfolio/h1...
In June I decided to top slice the largest position in my model dividend portfolio (a high yield FTSE 100 stock). In this review I explain why + discuss recent results from four of my small cap dividend stocks, including one yielding nearly 14%.
www.rolandhead.com/portfolio/ju...
www.rolandhead.com/portfolio/ju...
June '25 dividend portfolio update: top-slicing my biggest winner + mixed results from these small caps
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.
www.rolandhead.com
June 30, 2025 at 7:17 PM
In June I decided to top slice the largest position in my model dividend portfolio (a high yield FTSE 100 stock). In this review I explain why + discuss recent results from four of my small cap dividend stocks, including one yielding nearly 14%.
www.rolandhead.com/portfolio/ju...
www.rolandhead.com/portfolio/ju...
Bloomsbury's recent results disappointed investors and triggered a selloff. Is it time to sell the Harry Potter publisher, or should investors remain patient?
I've taken an in-depth look at this business in a new piece at Stockopedia #BMY
app.stockopedia.com/content/will...
I've taken an in-depth look at this business in a new piece at Stockopedia #BMY
app.stockopedia.com/content/will...
Stockopedia. Stock Screens, Stock Ranks, Stock Tips & Tricks
app.stockopedia.com
June 5, 2025 at 9:25 AM
Bloomsbury's recent results disappointed investors and triggered a selloff. Is it time to sell the Harry Potter publisher, or should investors remain patient?
I've taken an in-depth look at this business in a new piece at Stockopedia #BMY
app.stockopedia.com/content/will...
I've taken an in-depth look at this business in a new piece at Stockopedia #BMY
app.stockopedia.com/content/will...
3 FTSE 100 dividend stocks from my model income portfolio issued results in May, including the portfolio's top two performers since inception in Dec 21.
www.rolandhead.com/portfolio/ma...
www.rolandhead.com/portfolio/ma...
May '25 dividend portfolio update: FTSE 100 triple header
3 FTSE 100 companies from my dividend portfolio issued results in May, including a defensive high yielder and a quality UK tech stock.
www.rolandhead.com
June 2, 2025 at 1:50 PM
3 FTSE 100 dividend stocks from my model income portfolio issued results in May, including the portfolio's top two performers since inception in Dec 21.
www.rolandhead.com/portfolio/ma...
www.rolandhead.com/portfolio/ma...
Are Vodafone and BT shares at a turning point?
These FTSE 100 dividend stocks have been serial disappointers. But Stockopedia's StockRank system is now rating both shares as Super Stocks.
I've taken a fresh look at the story and the numbers #VOD #BT-A
app.stockopedia.com/content/supe...
These FTSE 100 dividend stocks have been serial disappointers. But Stockopedia's StockRank system is now rating both shares as Super Stocks.
I've taken a fresh look at the story and the numbers #VOD #BT-A
app.stockopedia.com/content/supe...
Stockopedia. Stock Screens, Stock Ranks, Stock Tips & Tricks
app.stockopedia.com
May 13, 2025 at 11:41 AM
Are Vodafone and BT shares at a turning point?
These FTSE 100 dividend stocks have been serial disappointers. But Stockopedia's StockRank system is now rating both shares as Super Stocks.
I've taken a fresh look at the story and the numbers #VOD #BT-A
app.stockopedia.com/content/supe...
These FTSE 100 dividend stocks have been serial disappointers. But Stockopedia's StockRank system is now rating both shares as Super Stocks.
I've taken a fresh look at the story and the numbers #VOD #BT-A
app.stockopedia.com/content/supe...
April brought updates from four of my AIM-listed dividend stocks - sadly including two big profit warnings. In my latest monthly review explain why I've decided to keep one of the afflicted stocks, but may sell the other.
www.rolandhead.com/portfolio/ap...
www.rolandhead.com/portfolio/ap...
Apr '25 dividend portfolio update: patient quality + a double profit warning
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…
www.rolandhead.com
May 5, 2025 at 7:09 AM
April brought updates from four of my AIM-listed dividend stocks - sadly including two big profit warnings. In my latest monthly review explain why I've decided to keep one of the afflicted stocks, but may sell the other.
www.rolandhead.com/portfolio/ap...
www.rolandhead.com/portfolio/ap...
This week at at Stockopedia I've been taking quantitative look at the UK listed recruitment sector. Do these unloved stocks (finally) offer contrarian opportunity? #PAGE #STEM #RWA #HAS #GATC
My thoughts here:
app.stockopedia.com/content/cont...
My thoughts here:
app.stockopedia.com/content/cont...
Stockopedia. Stock Screens, Stock Ranks, Stock Tips & Tricks
app.stockopedia.com
April 29, 2025 at 1:27 PM
Volatile markets leave many investors feeling tempted to move into cash and wait for better times. But this can be a costly mistake.
As I explain at Stockopedia this week, a better approach may be to use a rules-based system to vary market exposure.
app.stockopedia.com/content/how-...
As I explain at Stockopedia this week, a better approach may be to use a rules-based system to vary market exposure.
app.stockopedia.com/content/how-...
Stockopedia. Stock Screens, Stock Ranks, Stock Tips & Tricks
app.stockopedia.com
April 15, 2025 at 11:16 AM
Volatile markets leave many investors feeling tempted to move into cash and wait for better times. But this can be a costly mistake.
As I explain at Stockopedia this week, a better approach may be to use a rules-based system to vary market exposure.
app.stockopedia.com/content/how-...
As I explain at Stockopedia this week, a better approach may be to use a rules-based system to vary market exposure.
app.stockopedia.com/content/how-...
My dividend portfolio fared badly against the FTSE 100 in Q1 2025. Have my companies performed badly, or are my shares simply unloved by the market?
To find out more, I've taken a look at how some key portfolio metrics have changed since 2022:
www.rolandhead.com/portfolio/q1...
To find out more, I've taken a look at how some key portfolio metrics have changed since 2022:
www.rolandhead.com/portfolio/q1...
Q1 25 dividend portfolio review: taking a look at the big picture
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…
www.rolandhead.com
April 9, 2025 at 4:21 PM
My dividend portfolio fared badly against the FTSE 100 in Q1 2025. Have my companies performed badly, or are my shares simply unloved by the market?
To find out more, I've taken a look at how some key portfolio metrics have changed since 2022:
www.rolandhead.com/portfolio/q1...
To find out more, I've taken a look at how some key portfolio metrics have changed since 2022:
www.rolandhead.com/portfolio/q1...