Two New Buys I Added to My Portfolio This Month | January 2026 Update

Buying overlooked income stocks while sentiment remains cautious

Dear Reader,

It’s been a very strong month for the portfolio! In this update, we will discuss our recent changes, with a specific focus on our new buys and sells.

So, what did we sell this month?

We sold Man Group PLC for a 40% profit — this made up 5.62% of our portfolio.

This represents an excellent return on a stock we liked a lot and one that met all of our investment criteria. Our investment criteria:

FTSE 350 membership — This ensures we focus on established, liquid UK-listed companies with proven operating histories.

Attractive dividend yield — We prioritise businesses that return cash to shareholders, providing income alongside capital growth.

Share price near 1-year or 5-year lows — This helps us identify potential value opportunities where sentiment may be overly negative.

Strong balance sheet — We look for companies with manageable debt levels and solid cash generation to reduce financial risk and support long-term stability.

We currently hold 19 FTSE 350 stocks with an average dividend yield of 8.19%. This is a well-diversified portfolio spanning individual equities, REITs, investment trusts, bond funds, technology stocks, and mining companies.

This is a high-income, multi-asset portfolio built for both cash flow and long-term growth, and it’s one you won’t want to miss.

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