John Delves
John Delves @DividendHolding

Performance
All

5.85%2026
2026
4.23%2025
2025
2.46%2024
2024
16.86%2023
2023
0.03%2022
2022
16.9%0%-16.9%
John Delves
John Delves
United Kingdom
✈ π™ƒπ™€π™‘π™™π™žπ™£π™œ π˜Ώπ™žπ™«π™žπ™™π™šπ™£π™™π™¨ 𝙛𝙀𝙧 π™‹π™–π™¨π™¨π™žπ™«π™š π™„π™£π™˜π™€π™’π™š ✈ This month finishes again with a positive performance, concentrated by some great gains by our largest holding, $HPQ (Hewlett Packard) . This has been a slow one for us, remaining discounted for a long time. Its recent earnings... Show More
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HPQ
Hewlett Packard
25.24
0.5600 (2.27%)
John Delves
John Delves
United Kingdom
✈ π™ƒπ™€π™‘π™™π™žπ™£π™œ π˜Ώπ™žπ™«π™žπ™™π™šπ™£π™™π™¨ 𝙛𝙀𝙧 π™‹π™–π™¨π™¨π™žπ™«π™š π™„π™£π™˜π™€π™’π™š ✈ April finishes positive, bringing our portfolio firmly back in the green for the year after a difficult March. This comes largely through gains in $SBUX (Starbucks Corp), which outperformed, as well as our position in $HPS, which... Show More
John Delves
John Delves
United Kingdom
✈ π™ƒπ™€π™‘π™™π™žπ™£π™œ π˜Ώπ™žπ™«π™žπ™™π™šπ™£π™™π™¨ 𝙛𝙀𝙧 π™‹π™–π™¨π™¨π™žπ™«π™š π™„π™£π™˜π™€π™’π™š ✈ This month was a difficult one for the portfolio, with drops on almost all our stocks as markets fell around 7.5%. Our portfolio took a slightly smaller drop, at around 4.5% due to some overperforming positions, and the cash... Show More
John Delves
John Delves
United Kingdom
✈ π™ƒπ™€π™‘π™™π™žπ™£π™œ π˜Ώπ™žπ™«π™žπ™™π™šπ™£π™™π™¨ 𝙛𝙀𝙧 π™‹π™–π™¨π™¨π™žπ™«π™š π™„π™£π™˜π™€π™’π™š ✈ January set our portfolio positive to start the year as we made a modest increase, up 1.64% for the month. The strongest performer was $LMT (Lockheed Martin Corporation), which gained almost 30%, followed by $RIO.L (Rio Tinto)... Show More
John Delves
John Delves
United Kingdom
✈ π™ƒπ™€π™‘π™™π™žπ™£π™œ π˜Ώπ™žπ™«π™žπ™™π™šπ™£π™™π™¨ 𝙛𝙀𝙧 π™‹π™–π™¨π™¨π™žπ™«π™š π™„π™£π™˜π™€π™’π™š ✈ A quick update from me today, firstly to say that I hope you all had a great Christmas and ahead of tomorrow have a great New Years. I expect to write a longer post in the coming weeks breaking down the performance of the last... Show More
John Delves
John Delves
United Kingdom
✈ π™ƒπ™€π™‘π™™π™žπ™£π™œ π˜Ώπ™žπ™«π™žπ™™π™šπ™£π™™π™¨ 𝙛𝙀𝙧 π™‹π™–π™¨π™¨π™žπ™«π™š π™„π™£π™˜π™€π™’π™š ✈ πŸ”Š Monthly Update We close this month slightly negative after mixed results from a collection of our holdings. Our main activity this month was an increase in our $HPQ (Hewlett Packard) position. After we sold some last month... Show More
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HPQ
Hewlett Packard
25.24
0.5600 (2.27%)
John Delves
John Delves
United Kingdom
✈ π™ƒπ™€π™‘π™™π™žπ™£π™œ π˜Ώπ™žπ™«π™žπ™™π™šπ™£π™™π™¨ 𝙛𝙀𝙧 π™‹π™–π™¨π™¨π™žπ™«π™š π™„π™£π™˜π™€π™’π™š ✈ πŸ”Š Monthly Update We close this month slightly negative after a mixed month for the markets. Our two largest holdings, $HPQ (Hewlett Packard) and $BAG.L (A.G. Barr PLC) continue to perform well, however some of our other dividend-paying... Show More
John Delves
John Delves
United Kingdom
✈ π™ƒπ™€π™‘π™™π™žπ™£π™œ π˜Ώπ™žπ™«π™žπ™™π™šπ™£π™™π™¨ 𝙛𝙀𝙧 π™‹π™–π™¨π™¨π™žπ™«π™š π™„π™£π™˜π™€π™’π™š ✈ πŸ”Š Monthly Update The usual monthly updated from me today. After a great month last time, we are reaching the end of a relativley quiet month today as we close slightly positive. This month our portfolio has been lead by $BME.L... Show More
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BME.L
B&M European Value Retail SA
201.40
4.60 (2.34%)
John Delves
John Delves
United Kingdom
✈ π™ƒπ™€π™‘π™™π™žπ™£π™œ π˜Ώπ™žπ™«π™žπ™™π™šπ™£π™™π™¨ 𝙛𝙀𝙧 π™‹π™–π™¨π™¨π™žπ™«π™š π™„π™£π™˜π™€π™’π™š ✈ πŸ”Š Monthly Update A quick recap of how the month has gone for us: As we come to the end of the month, we finished one of the best months of the year so far! Our portfolio has climbed up 3.5%, bringing us towards a new high... Show More
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HPQ
Hewlett Packard
25.24
0.5600 (2.27%)
John Delves
John Delves
United Kingdom
✈ π™ƒπ™€π™‘π™™π™žπ™£π™œ π˜Ώπ™žπ™«π™žπ™™π™šπ™£π™™π™¨ 𝙛𝙀𝙧 π™‹π™–π™¨π™¨π™žπ™«π™š π™„π™£π™˜π™€π™’π™š ✈ πŸ”Š Monthly Update The usual monthly update today: We are looking to close out this month positive again, currently sitting at a profit of 1.24% for the portfolio. This falls relativley in line with the market averages, for the... Show More

About John Delves
United Kingdom
Strategy: Value

A methodical strategy, targeting stocks that deliver genuine shareholder value
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