John Delves
John Delves @DividendHolding

Desempenho
Tudo

5.23%2026
2026
4.23%2025
2025
2.46%2024
2024
16.86%2023
2023
0.03%2022
2022
16.9%0%-16.9%
Análises e comentários
John Delves
John Delves
Reino Unido
12d
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈ This month saw no major moves for the portfolio, while indexes also finished mostly negative. Our UK stocks generally outperformed, with $BME.L (B&M European Value Retail SA) leading the portfolio this month, up 17%. This is counter-balanced... Mostrar mais Traduzir
John Delves
John Delves
Reino Unido
1m
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈ 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... Mostrar mais Traduzir
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HPQ
Hewlett Packard
24.22
0.0900 (0.37%)
John Delves
John Delves
Reino Unido
2mo
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈ 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... Mostrar mais Traduzir
John Delves
John Delves
Reino Unido
3mo
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈ 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... Mostrar mais Traduzir
John Delves
John Delves
Reino Unido
5mo
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈ 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)... Mostrar mais Traduzir
John Delves
John Delves
Reino Unido
6mo
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈ 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... Mostrar mais Traduzir
John Delves
John Delves
Reino Unido
7mo
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈ 🔊 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... Mostrar mais Traduzir
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HPQ
Hewlett Packard
24.22
0.0900 (0.37%)
John Delves
John Delves
Reino Unido
8mo
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈ 🔊 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... Mostrar mais Traduzir
John Delves
John Delves
Reino Unido
9mo
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈ 🔊 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... Mostrar mais Traduzir
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BME.L
B&M European Value Retail SA
198.90
4.60 (2.37%)
John Delves
John Delves
Reino Unido
10mo
✈ 𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝘿𝙞𝙫𝙞𝙙𝙚𝙣𝙙𝙨 𝙛𝙤𝙧 𝙋𝙖𝙨𝙨𝙞𝙫𝙚 𝙄𝙣𝙘𝙤𝙢𝙚 ✈ 🔊 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... Mostrar mais Traduzir
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HPQ
Hewlett Packard
24.22
0.0900 (0.37%)

Sobre John Delves
Reino Unido
Estratégia: Valor

A methodical strategy, targeting stocks that deliver genuine shareholder value
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