With world events, it has been a very challenging year but dividends are where it's at and Monster May Delivers Again! The portfolio has regained what it lost in March 2026 and made some nice positive progress which I hope will be sustained for the rest of the year!
May continues to be one of the strongest months of the year for dividend income in the portfolio โ so many companies make their larger annual or interim payments around this time. Historically, the next strongest months tend to be June, and September but May is always a Dividend Monster!
Hereโs this monthโs breakdown of everything that paid out in May and why each holding plays an important role in the portfolio (and tagging the top 3 largest payers) - all three:
๐น Verizon โ High-yield US telecom with stable recurring cash flow.
๐น AT&T โ Another reliable telecom income payer focused on long-term cash generation.
๐น Melrose Industries โ Engineering and aerospace recovery play with improving profitability.
๐น Anglo American โ Global mining giant providing commodity exposure and cyclical upside.
๐น $Aberdeen (Standard Life) โ Asset management business delivering attractive shareholder returns.
๐น British American Tobacco โ Defensive, high cash-flow company with a strong dividend yield.
๐น MONY Group โ Digital financial comparison business benefiting from consumer demand for savings.
๐น Primary Health Properties โ Healthcare REIT backed by long-term NHS-linked properties.
๐น$SDLF.L Group โ Global insurer with strong cash generation and diversified operations.
๐น OSB Group โ Specialist UK lender with strong margins and attractive income potential.
๐น Prudential โ International insurer focused heavily on Asian growth markets.
๐น$AV.L โ One of the UKโs leading insurers with dependable dividends and restructuring progress.
๐น Centrica โ Owner of British Gas, benefiting from energy demand and improved balance sheet strength.
๐น Haleon โ Consumer healthcare company behind brands like Sensodyne and Panadol.
๐น Agree Realty โ Monthly-paying REIT focused on essential retail tenants.
๐น Main Street Capital Corporation โ Monthly dividend payer providing financing to US middle-market businesses.
๐น Barratt Redrow โ Major UK housebuilder positioned for long-term housing demand recovery.
๐น Drax โ Energy and renewable infrastructure company with strong cash generation.
๐น Taylor Wimpey โ High-yield UK housebuilder trading at attractive valuations.
๐น Realty Income Group โ โThe Monthly Dividend Companyโ with a long history of reliable payouts.
๐น Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) โ Diversified ETF combining income and lower volatility.
๐น Standard Life โ Long-established investment and pensions business generating steady income.
๐น Harbour Energy โ Oil & gas producer benefiting from strong energy pricing.
๐น ITV โ UK media and broadcasting company with recovering advertising revenues.
๐ This month shows exactly why diversification matters โ income flowing from telecoms, financials, REITs, energy, healthcare, mining, ETFs, and housebuilders all working together.
Dividends continue whether markets are green or red and Long-term consistency beats short-term noise
Compounding remains the goal
For newer followers, this is a good example of how a diversified portfolio can steadily build passive income over time.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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