Dear Fellow Investor,
Managing a portfolio of dividend stocks can be hard work.
There are potentially hundreds of factors to assess and numerous demands on your time. It's easy to get overwhelmed with all the jargon, and most investors underperform a simple index tracker.
But it doesn't have to be that way. It is possible to manage a portfolio of quality dividend stocks efficiently and effectively, but only if you're using a systematic and proven approach.
That is where I may be able to help.
Over more than ten years, I've spent thousands of hours developing and refining a systematic approach to analysing, valuing and managing a portfolio of quality dividend stocks. I even wrote a book about it (The Defensive Value Investor).
Since 2011, I've used this approach to manage both my real-world portfolio and the UK Dividend Stocks Portfolio, and this newsletter is designed to teach you this approach and to help you apply it if you feel it's right for you.
The newsletter is designed to help you answer three critical questions:
- Which dividend-paying companies should you invest in?
- When should you buy them?
- When should you sell?
To help you answer these questions, each issue includes:
✔ A list of all holdings in the UK Dividend Stocks Portfolio, colour-coded to indicate whether their quality and value characteristics are "good", "okay" or "bad", according to a set of defined criteria
✔ Detailed reviews of any buy or sell decisions (usually just one buy or sell trade per month)
✔ Summaries of any recent quarterly, interim and annual results for each holding
✔ A unique colour-coded dividend stock screen of almost 200 FTSE All-Share stocks
✔ My thoughts on the UK stock market's valuation, the economy and other relevant factors
Since 2011, more than 1,000 investors have subscribed, and that means the newsletter's format and my investment strategy have both been extensively battle-tested and refined in the real world over many years, much of which is due to thoughtful feedback from readers.
If you'd like to know more about the newsletter and how it might benefit you, please read this owner's manual:
As a subscriber, you'll also get:
✔ Your questions answered by email (but not financial advice)
✔ The complete archive of more than 120 back-issues
✔ A free copy of my book, The Defensive Value Investor
Plus: No inflation-linked price increases
As a way of saying thank you to long-term subscribers, your subscription fee will remain fixed for the duration of your subscription and will not increase year after year.
If you have any questions about the newsletter or my investment strategy, please let me know through this Contact Form.
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"I don’t say this lightly, but it’s been a life changing eight years. I don’t think I ever would have taken the leap to serious investing without you, so thank you for your help and guidance."
“Thank you for your insightful articles on the market and your approach, which I’ve found to be the best of any active UK value investment strategy on the web."
“Your style and approach have been an oasis of sanity in a crazy financial world. I have learnt a great deal from you in the time I have subscribed."
“I have a variety of investment outlooks and you cover the solid long-term dividend-paying approach perfectly."
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"The fact that you always respond in such a timely and considered manner is a very attractive feature of your service."
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“The greatest quality I get out of my subscription is a feeling of calm. in the year or so that I have been a subscriber I have stopped overtrading and general market twitches no longer trouble me – no longer do I bale out of good shares on false alarms."
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This website and the UK Dividend Stocks Newsletter provide information and education for investors. They do not provide financial advice. If you're not sure if an investment is right for you, you should speak to a regulated financial adviser. Please read the disclaimer for more detail.