Trade Alert: Dividend Portfolio Update (August 2025)

On a total return basis (gross of dividends and net of fees), a Glenorchy Client portfolio from one of our first investors in the Dividend strategy is up a hair under 60% from April 2021.

This investment idea is taken from our fund management business Glenorchy Capital, where we provide accredited investors with managed accounts… meaning you can still get all the Insider content, while having Chris MacIntosh and Brad McFadden manage your portfolio for you.

Dividend Portfolio Trades

We are selling:

• Navigator Co (NVG PL)

• VW (VOW3 GR)

• Mind CTI (MNDO)

• Stellantis (STLA US)

• Qilu Expressway (1576 HK)

• Dicksons Concepts International (113 HK)

• Yarra International (YAR NO)

• Telenor (TEL NO)

• AMSC (AMSC NO)

• Cognor (COG PW)

• Arctic Paper (ATC PW)

• Microwave Group (1985 HK)

• Tradelink (536 HK)

We are buying: