Dear Fellow Investor,
This website's goal is to help UK dividend investors build long-term income and wealth.
But even if you've read every blog post, used the checklist and read the book from cover to cover, there's a good chance you'll want to see how it all fits together in the real world and in real-time, and that's where this newsletter comes in.
How? Because each monthly issue shows you exactly how I'm positioning the UK Dividend Stocks Portfolio for long-term income and growth.
Inside each issue you'll find:
✔ A one-page Stock Market Review covering the FTSE 100 and FTSE 250
✔ A full list of all holdings in the UK Dividend Stocks Portfolio
✔ One or two pages of Quarterly Trading Summaries covering the latest updates from the portfolio's holdings
✔ One-page Interim Reviews and two-page Annual Reviews of the latest interim and annual results
✔ A one-page review of any Rebalancing Trades (trimming oversized holdings and topping up undersized holdings)
✔ A detailed ten-page review covering the Latest Buy and Sell Decisions (no more than one per month)
✔ A Watchlist of high-potential investment candidates and a Blacklist of stocks I won't invest in
✔ A unique Dividend Stock Screen that ranks stocks based on their quality, defensiveness and value
Since 2011, more than 1,000 investors have subscribed, and that means the newsletter's format and my investment strategy have been extensively battle-tested and refined in the real world over many years, much of which is due to thoughtful feedback from readers.
And while the UK Dividend Stocks Portfolio is virtual, my real-world portfolio holds exactly the same stocks with broadly similar position sizes.
As a subscriber, you'll get:
✔ Each monthly newsletter sent straight to your email inbox in PDF format
✔ Priority support by email (but not financial advice)
✔ Access to the complete archive of newsletters going back to 2011
✔ 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.
Founder & Editor
Owner's Manual and Sample Issue
If you'd like to know more, please read the Owner's Manual and sample issue below to get a better idea of whether this newsletter is right for you:
Note that some sections have been redacted and remain visible to paying subscribers only
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This website and the UK Dividend Stocks Newsletter provide information and education for investors. They do not provide financial advice or recommendations to buy or sell any specific investment. 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 details.