UK Dividend Stocks
@ukdividendstocks.bsky.social
I write about and invest in UK dividend stocks.
Here's a detailed review of my 6-year so-so investment in FTSE 250 fluid and thermal conveyance engineering business, Senior PLC: www.ukdividendstocks.com/blog/selling... (how's that for a click-bait intro?)
Selling Senior PLC after a weak post-pandemic recovery
In this blog post I review my investment in Senior PLC which, largely thanks to the pandemic, has only produced middling rather than great results.
www.ukdividendstocks.com
October 10, 2025 at 8:32 AM
Here's a detailed review of my 6-year so-so investment in FTSE 250 fluid and thermal conveyance engineering business, Senior PLC: www.ukdividendstocks.com/blog/selling... (how's that for a click-bait intro?)
Some useful positives and negatives to take away from my bumpy 3-year investment in Direct Line: www.ukdividendstocks.com/blog/selling...
Selling Direct Line after a bumpy 3-year investment
A review of my investment in Direct Line, which involved a 50% decline followed by a full recovery and an impending takeover.
www.ukdividendstocks.com
June 10, 2025 at 10:21 AM
Some useful positives and negatives to take away from my bumpy 3-year investment in Direct Line: www.ukdividendstocks.com/blog/selling...
After a long delay, here's the latest top 40 UK dividend stocks list: www.ukdividendstocks.com/blog/the-top...
The Top 40 UK Dividend Stocks for 2025 (Spring/Summer)
These top 40 UK dividend stocks have the best combination of market cap (big is better), dividend yield (high is better) and reliable dividends (an unbroken track record over at least ten years).
www.ukdividendstocks.com
May 9, 2025 at 9:29 AM
After a long delay, here's the latest top 40 UK dividend stocks list: www.ukdividendstocks.com/blog/the-top...
www.ukdividendstocks.com/blog/trumps-... A few thoughts on how long-term investors should think about Trump's tariffs...
Trump's tariffs contain an important lesson for investors
Somewhat reluctantly, I'm going to say a few words about Mr Trump and his tariffs, mostly about the lessons investors can draw from this chaotic episode.
www.ukdividendstocks.com
April 11, 2025 at 10:10 AM
www.ukdividendstocks.com/blog/trumps-... A few thoughts on how long-term investors should think about Trump's tariffs...
Reposted by UK Dividend Stocks
Why we're rightly down bigly, plus all the week's good money and investing reads
monevator.com/weekend-read...
monevator.com/weekend-read...
Weekend reading: Tanked by Trump - Monevator
Trump trashes the market, plus all the rest of the week's best reads…
monevator.com
April 5, 2025 at 12:37 PM
Why we're rightly down bigly, plus all the week's good money and investing reads
monevator.com/weekend-read...
monevator.com/weekend-read...
Reposted by UK Dividend Stocks
First they came for the IHT planning, etc etc
Plus all the week's best money and investing reads!
monevator.com/weekend-read...
Plus all the week's best money and investing reads!
monevator.com/weekend-read...
Weekend Reading: surely not cash ISAs? - Monevator
What caught my eye this week. I don’t know about you, but I really miss that six-month spell last year when we all fretted about what was going to happen to pension allowances, inheritance tax, AIM sh...
monevator.com
February 7, 2025 at 10:22 PM
First they came for the IHT planning, etc etc
Plus all the week's best money and investing reads!
monevator.com/weekend-read...
Plus all the week's best money and investing reads!
monevator.com/weekend-read...
Are rich people miserable? monevator.com/are-rich-peo... (plus the usual weekly reading roundup) via @monevator.bsky.social
Weekend reading: Are rich people miserable? - Monevator
Are rich people more miserable or is this just something we'd like to believe out of envy? Plus all the week's best reads…
monevator.com
February 1, 2025 at 10:38 AM
Are rich people miserable? monevator.com/are-rich-peo... (plus the usual weekly reading roundup) via @monevator.bsky.social
Reposted by UK Dividend Stocks
ISA season is upon us and we've completely gone over our broker table to update it with all the latest numbers.
monevator.com/find-the-bes...
monevator.com/find-the-bes...
Our updated guide to help you find the best online broker
Are you looking to find the best online broker to invest in shares, funds, and other assets? Our guide covers all you need to know.
monevator.com
January 21, 2025 at 11:43 AM
ISA season is upon us and we've completely gone over our broker table to update it with all the latest numbers.
monevator.com/find-the-bes...
monevator.com/find-the-bes...
Reposted by UK Dividend Stocks
Your regular reminder that if it's NOT different this time, you can't say you weren't warned
h/t Goldman Sachs: tinyurl.com/599n3tu7
h/t Goldman Sachs: tinyurl.com/599n3tu7
January 30, 2025 at 8:32 PM
Your regular reminder that if it's NOT different this time, you can't say you weren't warned
h/t Goldman Sachs: tinyurl.com/599n3tu7
h/t Goldman Sachs: tinyurl.com/599n3tu7
My UK stock market forecast for 2025: www.ukdividendstocks.com/blog/my-uk-s... (and no, I don't try to guess whether the FTSE 100 will be at 8,532 or 8,647 by the end of the year)
My UK stock market forecast for 2025
In this blog post, I look at the history of the FTSE 100 and FTSE 250 to forecast their fair value in 2025 and the odds that they'll go up rather than down.
www.ukdividendstocks.com
January 23, 2025 at 9:07 AM
My UK stock market forecast for 2025: www.ukdividendstocks.com/blog/my-uk-s... (and no, I don't try to guess whether the FTSE 100 will be at 8,532 or 8,647 by the end of the year)
Reposted by UK Dividend Stocks
It's grey January and you're not drinking, eating meat, going out without 14 layers on or skipping leg day…
Cheer yourself up with a mug of tea or coffee and the best money and investing reads from around the web!
monevator.com/weekend-read...
Cheer yourself up with a mug of tea or coffee and the best money and investing reads from around the web!
monevator.com/weekend-read...
Weekend reading: Consequences can cost you more than commissions ever did - Monevator
What fintech gives with one hand it takes away with the other, plus all the week's other good reads!
monevator.com
January 18, 2025 at 9:47 AM
It's grey January and you're not drinking, eating meat, going out without 14 layers on or skipping leg day…
Cheer yourself up with a mug of tea or coffee and the best money and investing reads from around the web!
monevator.com/weekend-read...
Cheer yourself up with a mug of tea or coffee and the best money and investing reads from around the web!
monevator.com/weekend-read...
Ruffer draws parallels between today’s Magnificent Seven and the Nifty Fifty stocks of 1970s America: www.ruffer.co.uk/en/thinking/...
2024 Q4 Investment Review | Ruffer | Investment management
In his latest Investment Review, Jonathan Ruffer sees parallels between today’s Magnificent Seven and the Nifty Fifty stocks of 1970s America. Pay too much for quality, and you’ve made a bad investmen...
www.ruffer.co.uk
January 14, 2025 at 8:14 AM
Ruffer draws parallels between today’s Magnificent Seven and the Nifty Fifty stocks of 1970s America: www.ruffer.co.uk/en/thinking/...
Reposted by UK Dividend Stocks
Yields are rising, it's hardly surprising. Plus all the week's best money and investing reads…
monevator.com/weekend-read...
monevator.com/weekend-read...
Weekend reading: politics yields bad news for bonds - Monevator
Long-term yields a-leaping, plus all the week's good reads
monevator.com
January 11, 2025 at 12:00 PM
Yields are rising, it's hardly surprising. Plus all the week's best money and investing reads…
monevator.com/weekend-read...
monevator.com/weekend-read...
If you like reading, blogs, value investing and Ben Graham, you might like Beyond Ben Graham, written by his granddaughter: beyondbengraham.com
Ben Graham: Father of Value Investing - Beyond Ben Graham
Explore Benjamin Graham's remarkable life story with his granddaughter. Click for more about the “father of value investing” and Warren Buffett's mentor.
beyondbengraham.com
January 11, 2025 at 9:37 AM
If you like reading, blogs, value investing and Ben Graham, you might like Beyond Ben Graham, written by his granddaughter: beyondbengraham.com
Reposted by UK Dividend Stocks
The (quite humilating) V&O 2024 Performance review has been posted on Wordpress:
valueandopportunity.com/2025/01/10/p...
and Substack:
open.substack.com/pub/valueand...
valueandopportunity.com/2025/01/10/p...
and Substack:
open.substack.com/pub/valueand...
Performance review 2024 – Comment “Extrapolate the past at your own peril”
2024 overviewThere is no way around it: 2024 was a in absolute terms relative terms however really bad. The Value & Opportunity portfolio lost -2,5 % (including dividends, no taxes, AOC fund as…
valueandopportunity.com
January 10, 2025 at 12:18 PM
The (quite humilating) V&O 2024 Performance review has been posted on Wordpress:
valueandopportunity.com/2025/01/10/p...
and Substack:
open.substack.com/pub/valueand...
valueandopportunity.com/2025/01/10/p...
and Substack:
open.substack.com/pub/valueand...
Neil Woodford shows why the recent spike in 10yr gilt yields probably has little to do with the UK and much to do with the US www.woodfordviews.com/post/an-ordi...
Woodford Views > An ordinary popular delusion
The UK financial media is buzzing with speculation about rising gilt yields, but much of it misses the mark. Contrary to popular narratives, higher borrowing isn’t the culprit. Instead, the real story...
www.woodfordviews.com
January 10, 2025 at 1:55 PM
Neil Woodford shows why the recent spike in 10yr gilt yields probably has little to do with the UK and much to do with the US www.woodfordviews.com/post/an-ordi...
Reposted by UK Dividend Stocks
He should have gone to Argos. They have a men's watch on sale for £6.49
Time to invest into Swatch ?
(Full disclosure: No position)
(Full disclosure: No position)
January 8, 2025 at 8:38 PM
He should have gone to Argos. They have a men's watch on sale for £6.49
On Bubble Watch: www.oaktreecapital.com/insights/mem... Howard Marks' latest memo (as a PDF or podcast) discussing his views on stock market bubbles and how to spot them (and whether, or not, the S&P 500 is in one right now)
On Bubble Watch
www.oaktreecapital.com
January 8, 2025 at 4:26 PM
On Bubble Watch: www.oaktreecapital.com/insights/mem... Howard Marks' latest memo (as a PDF or podcast) discussing his views on stock market bubbles and how to spot them (and whether, or not, the S&P 500 is in one right now)
Reposted by UK Dividend Stocks
My portfolio review for 2024 - with (extensive) commentary firevlondon.com/2025/01/07/d...
Dec ’24 – 2024 in review
And we’re off, into 2025. Before we get too far, it’s time to take stock (pardon the pun) of 2024. I’ll follow the 7 point approach I’ve used for the last few years, startin…
firevlondon.com
January 7, 2025 at 10:36 AM
My portfolio review for 2024 - with (extensive) commentary firevlondon.com/2025/01/07/d...
How my UK Dividend Stocks Portfolio Performed in 2024: www.ukdividendstocks.com/blog/how-the... (A fair summary would be: Not a blockbuster performance, but an okay result in a difficult economic environment)
How the UK Dividend Stocks Portfolio performed in 2024
In this blog post, I review the performance of the UK Dividend Stocks Portfolio in2024 versus its FTSE All-Share benchmark.
www.ukdividendstocks.com
January 8, 2025 at 12:30 PM
How my UK Dividend Stocks Portfolio Performed in 2024: www.ukdividendstocks.com/blog/how-the... (A fair summary would be: Not a blockbuster performance, but an okay result in a difficult economic environment)
Pressing for Yet More: www.hussmanfunds.com/comment/mc25... A long and detailed review of the current US stock market bubble and its implications for subsequent medium-term returns, by @hussmanjp.bsky.social
Pressing for Yet More - Hussman Funds
It’s enormously tempting to imagine, at bubble highs, that glorious backward-looking returns, far greater than those previously implied by valuations, demonstrate that historical standards of value ar...
www.hussmanfunds.com
January 8, 2025 at 9:18 AM
Pressing for Yet More: www.hussmanfunds.com/comment/mc25... A long and detailed review of the current US stock market bubble and its implications for subsequent medium-term returns, by @hussmanjp.bsky.social
Reposted by UK Dividend Stocks
Here's my starter pack for those who have just joined after the Live Stream this evening go.bsky.app/TmtTSMh These are all people or institutions which I find helpful as an investor
January 2, 2025 at 8:11 PM
Here's my starter pack for those who have just joined after the Live Stream this evening go.bsky.app/TmtTSMh These are all people or institutions which I find helpful as an investor
New year investment tips for 2025: www.proactiveinvestors.com/companies/ne... (just a bit of fun for Proactive Investor, my "tips" are usually the kiss of death for the unlucky company)
New year's tips for 2025: stock picks and fund choices from financial experts, bloggers and journalists
Looking back, picking the best investment for the year ahead often seems so obvious in retrospect – this past year our friendly tips competition was won at...
www.proactiveinvestors.com
January 5, 2025 at 4:11 PM
New year investment tips for 2025: www.proactiveinvestors.com/companies/ne... (just a bit of fun for Proactive Investor, my "tips" are usually the kiss of death for the unlucky company)