Maynard Paton

Q3 Portfolio Review, City of London Investment,
M Winkworth, Mincon, Polar Capital

and Fuller, Smith & Turner

(Read email on website)
 
I have added extra SharePad content to my website -- I hope you like it. You can always hit reply with any comments. Happy investing! -- Maynard
 
PORTFOLIO REVIEW
 
My portfolio is up 3.4% year to date, plus I study how dividends have supported my longer-term returns:
 
Q3 2020: Up To 85% Returns From Boring Old Dividends
 
 
PORTFOLIO RESULTS
 
Mixed profit fortunes at my shares as the impact of the pandemic emerges:
 
CITY OF LONDON INVESTMENT: 2020 Dividend Up 11% And Yielding 7.5% After FuM ‘Capacity’ Warning Limits Growth Potential And Explains Upcoming Merger
 
M WINKWORTH: Stamp-Duty Changes Herald H2 Rebound And Foxtons Outclassed Once Again Following 20% Lockdown Profit Drop
 
MINCON: H1 Dividend Disappointingly Deferred Yet Bumper ‘Geotech’ Sales Help Profit Gain Up To 28% And Perhaps Support A Reasonable 14.3x P/E
 
SHAREPAD ARTICLES
 
An investment bias towards technology may support a useful yield at Polar Capital, while Fuller, Smith & Turner could offer value attractions for asset investors:
 
Screening For My Next Long-Term Winner: Polar Capital
 
Screening For My Next Long-Term Winner: Fuller, Smith & Turner
 
WHY I USE SHAREPAD
 
A comparison of the stock-screening capabilities offered by SharePad and Stockopedia, plus my UNOFFICIAL SharePad set-up guide:
 
Why I Use SharePad
 
UNOFFICIAL SharePad set-up guide for new subscribers.
 
BLOG A-Z
 
At last! A complete index of articles covering every company I have studied on my blog and for SharePad:
 
BLOG A-Z

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