UK Value Investor

Jun 12, 2024 | ukvalueinvestor.com | John Kingham

Another year has whizzed by and so, inevitably, it’s time for investors up and down the land to review their portfolio’s performance over the last 12 months and beyond. In my case, I’m going to review the UK Dividend Stocks Model Portfolio, which I set up in 2011. It’s a virtual portfolio that I manage using ShareScope’s portfolio tool and it holds exactly the same stocks as my real-world portfolio, with approximately the same position sizes.

Jun 12, 2024 | ukvalueinvestor.com | John Kingham

Unlike the FTSE 100, the FTSE 250 has put in a pretty decent performance over the last couple of decades. Since it peaked in 2007 (at the end of the early 2000s credit bubble), the FTSE 250 has just about doubled and since its peak in 2000 (at the end of the dot-com bubble) the FTSE 250 has more than tripled. Given that the FTSE 100 has produced zero capital gains since 1999, a 200+% price increase for the FTSE 250 isn’t too bad at all.

Jun 12, 2024 | ukvalueinvestor.com | John Kingham

UK house prices have been in a bubble for almost 20 years, which makes it one of the longest-running bubbles in history. This is very interesting because bubbles almost never last this long. They usually only last a few years, and every bubble in history has ended when the temporary factors that inflated it came to an end. So will the UK house price bubble be the first in history to last forever, or will it end just as all other bubbles have ended?

Jun 12, 2024 | ukvalueinvestor.com | John Kingham

Domino’s Pizza Group is one of the UK’s highest quality dividend growth stocks and I have been a fan for many years and a shareholder for almost five years. But increasing debts, an increasing share price and the rise of dark kitchens have left me wondering whether Domino’s is still a good investment. You can continue reading this article on my new website, UKDividendStocks.com:Like this:Like Loading...

Jun 12, 2024 | ukvalueinvestor.com | John Kingham

Unilever has been through something of a PR disaster in recent weeks. In January, Terry Smith questioned why Unilever felt that Hellmann’s mayonnaise needed to have a social purpose beyond tasting great. Shortly after that, Smith wrote a somewhat scathing post mortem of Unilever’s recent attempt to buy GSK Consumer Healthcare, calling it a “near-death” experience. So are the wheels falling off the Unilever wagon, or is this all just a storm in a teacup?