The creator has added more to National Grid after its share price fell earlier in the year, using dividends to build the stake.
Source Post
£800,000 Dividend Portfolio Update July 2026 | Stocks and Shares ISA
Jul 12, 2026
The creator provides an update on their dividend portfolio as of July 2026, detailing performance by sector and individual holdings. They discuss challenges in house building and information technology sectors due to AI fears, while highlighting strong performers in insurance and oil & gas. The update also covers consumer goods, renewable energy, retail, pharmaceuticals, and food & tobacco sectors, along with an ETF and specific company news like Tate & Lyle's potential sale.
Linked Mentions
Tickers discussed in this post
Rio Tinto is up 18% this year and pays a good dividend of 4.2%, benefiting from soaring demand for copper driven by data centers, EV batteries, and grid upgrades.
Lloyds has had a good run, up 15%, as the banking sector benefits from elevated interest rates and strong balance sheets.
HSBC is performing well, up nearly 22%, and pays an above-average dividend, contributing to the banking sector's 14.1% average gain.
Barclays, the creator's first ever investment, is mentioned as part of the banking sector which is up 14.1% on average this year.
GSK, a global pharmaceutical giant, is in a sector up nearly 8%, with its products considered essential regardless of the economic climate.
AstraZeneca, a global pharmaceutical giant, is part of a sector up nearly 8%, benefiting from consistent demand for medicines regardless of economic conditions.
BP, an oil and gas company, has performed well, contributing to the sector's 5.6% gain, and offers a 6.4% dividend yield.
Sage, a company in the information technology sector, has also been negatively impacted by AI disruption fears, with its share price down more than 20%.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.