William Bishop
United Kingdom
๐—ฆ๐—ฒ๐—ฝ๐˜๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ ๐——๐—ถ๐˜ƒ๐—ถ๐—ฑ๐—ฒ๐—ป๐—ฑ ๐—ฆ๐—ฐ๐—ต๐—ฒ๐—ฑ๐˜‚๐—น๐—ฒ It's a busy September with eleven of our holdings have dividend related action this month. As always, please remember ๐—ฑ๐—ถ๐˜ƒ๐—ถ๐—ฑ๐—ฒ๐—ป๐—ฑ๐˜€ ๐—ฎ๐—ฟ๐—ฒ ๐—ป๐—ผ๐˜ ๐˜๐—ต๐—ฒ ๐—บ๐—ฎ๐—ด๐—ถ๐—ฐ๐—ฎ๐—น ๐—ณ๐—ฟ๐—ฒ๐—ฒ ๐—บ๐—ผ๐—ป๐—ฒ๐˜† ๐˜๐—ถ๐—ฐ๐—ธ๐—ฒ๐˜๐˜€ ๐˜๐—ผ ๐˜€๐˜‚๐—ฐ๐—ฐ๐—ฒ๐˜€๐˜€ ๐˜๐—ต๐—ฎ๐˜ ๐˜€๐—ผ๐—บ๐—ฒ ๐—ฝ๐—ฒ๐—ผ๐—ฝ๐—น๐—ฒ ๐˜„๐—ผ๐˜‚๐—น๐—ฑ ๐—น๐—ถ๐—ธ๐—ฒ ๐˜†๐—ผ๐˜‚ ๐˜๐—ผ ๐—ฏ๐—ฒ๐—น๐—ถ๐—ฒ๐˜ƒ๐—ฒ. They do, however, form part of the total return on an investment and so I provide details here for my copiers that are interested. You should never base an investment decision solely on the dividend. That would be extremely foolish. We have already earned dividends from nine of those companies. In addition, we received the $V (Visa) dividend earlier this month and the Ashtead dividend today. Later on this month we will earn dividends from $DPZ (Domino's Pizza Inc) and T Rowe Price. This month we have six more dividends to collect including those from $GOOG (Alphabet) $NKE (NIKE) and Booking Holdings. Full details are given in the table below ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€ $ADM.L (Admiral Group) deserve a special mention this month. After a superb set of results the insurer increased their interim dividend by 62% ๐—ฅ๐—ฒ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ These dividends will be fully reinvested. I started an investment in Booking Holdings in July and a small position in Humacyte last month. Following on from that, the current cash balance of the portfolio is 1.7% and that will be reinvested very soon. If you have any questions or comments please don't hesitate to contact me in the comments section below. Best wishes Bill
null
.