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The UK Dividend Stocks Portfolio

By John Kingham

This portfolio sits at the heart of the UK Dividend Stocks Newsletter.

Launched in 2011, it's a model portfolio of 20 to 30 high-quality UK dividend stocks, mostly from the FTSE 100 and FTSE 250 indices.

The aim is to beat the FTSE All-Share in terms of income and growth, without taking on excessive risk. Ideally, the dividend yield should exceed 5% and the long-term total return from income and growth should exceed 10% annualised.

Virtually all of my family's retirement savings are invested in the same stocks as this portfolio with approximately the same position sizes.

To give you a flavour of what's in the portfolio, at the time of writing the portfolio held 28 companies including Unilever, Legal & General, British American Tobacco and Domino's Pizza Group.

I manage the portfolio using a methodical investment strategy that I have been developing for more than a decade. To find out more about this strategy and how I analyse companies, please take a look at this investment checklist.

Performance

The charts below include the portfolio's 10% total return target and its 5% dividend yield target. However, the 5% dividend yield goal was only introduced in 2021, which is why the portfolio's yield has been below 5% for most of its history. Beyond 2021, the 5% dividend yield target will apply.

What would you like to do now?

  1. Read the blog or listen to the podcast to get informative and educational content including company reviews, how-to guides, market valuations and more.
  2. Access free resources, including the investment checklist used to identify quality companies and the investment spreadsheet used to analyse company accounts. 
  3. Subscribe to the UK Dividend Stocks Newsletter and get full access to the model portfolio, buy/sell reviews, fair value estimates and more.

This website provides information about investing. It does not provide personal financial advice. If you need advice relating to a specific investment you should speak to a regulated financial adviser.