The UK Dividend Stocks Portfolio
Launched in 2011, the UK Dividend Stocks Portfolio holds a diverse collection of around 25 high-quality UK dividend stocks, mostly from the FTSE 100 and FTSE 250. You can follow every holding and every trade in the UK Dividend Stocks Newsletter.
A Model Portfolio for UK Dividend Investors
The UK Dividend Stocks Portfolio is a virtual version of my real-world portfolio. It holds exactly the same stocks with approximately the same position sizes, and the only real difference between the two portfolios is their size.
While this is a virtual portfolio, it's extremely realistic because it deducts all real-world expenses including broker fees, stamp duty and the cost of an annual subscription to The UK Dividend Stocks Newsletter.
The idea is to have a completely transparent portfolio where I can share every detail of every trade and every investment decision, without divulging the size of my own modest portfolio.
A Systematic Dividend Investing Strategy
I manage the portfolio using an updated version of the strategy detailed in my 2016 book, The Defensive Value Investor. If you don't want to read the whole book, you can read a summary of my investment strategy in this blog post:
You can also download my investment checklist from the Dividend Investing Resources page.
Performance Goals
This is a UK equity income portfolio, so it has two simple goals that align with the two phases of retirement investing:
- Accumulation: Generate a higher total return than the FTSE All-Share over ten years or longer
- Decumulation: Have a higher dividend yield than the FTSE All-share at all times
Performance Summary
The charts and table below track the portfolio's total return and dividend yield from inception in March 2011, in both percentage and absolute terms.
Note that both the UK Dividend Stocks Portfolio and its FTSE All-Share benchmark portfolio were launched with a virtual starting value of £50,000.
Multi-dimensional Diversity
This is a defensive dividend portfolio, so the portfolio is broadly diversified by company, industry, sector and market capitalisation.
Interim and Annual Reviews
The portfolio is reviewed twice each year. These reviews cover the portfolio's performance, any recent changes to its holdings and any other relevant news:
- UK Dividend Stocks Portfolio 2023 annual review
- UK Dividend Stocks Portfolio 2023 interim review
- UK Dividend Stocks Portfolio 2022 annual review
- UK Dividend Stocks Portfolio 2022 interim review
- UK Dividend Stocks Portfolio 2021 annual review
- UK Dividend Stocks Portfolio 2021 Q3 review
You can find earlier reviews on this website's predecessor, UKValueInvestor.com:
Buy and Sell Reviews for Past Holdings
The portfolio follows a long-term investing strategy so there is relatively little in the way of trading activity on a day-to-day basis.
In a typical month, there might be one new holding added to the portfolio, or one existing holding removed. With around 25 holdings, this means that each holding usually remains in the portfolio for at least several years.
When companies are added to or removed from the portfolio, a detailed review (typically around ten pages) is published in the monthly UK Dividend Stocks Newsletter and you can download these buy and sell reviews for all past holdings below.
Buy and sell reviews for companies sold in 2023
Buy and sell reviews for companies sold in 2022
Buy and sell reviews for companies sold in 2021
Buy and sell reviews for companies sold in 2020
Buy and sell reviews for companies sold in 2019
Buy and sell reviews for companies sold in 2018
Buy and sell reviews for companies sold in 2017
Buy and sell reviews for companies sold in 2016
Buy and sell reviews for companies sold in 2015
Buy and sell reviews for companies sold in 2014
Buy and sell reviews for companies sold in 2013
Buy and sell reviews for companies sold in 2012
This website provides information and education for investors. It does 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.