As so often, the equity market has overdone it as it responds to a traumatic piece of news
Mr Bearbull has been running this income portfolio since the late 1990’s and its long term track record is excellent – showing consistent outperformance of its benchmark.
Mr Bearbull seeks out the best income generating shares for this portfolio and regularly updates on his portfolio construction.
Let's hope shares in Elementis will perform as smoothly for the Bearbull income portfolio as the company's technology makes paint glide
A collection of value shares selected using Ben Graham's investing ideas
A portfolio of instruments designed to capture the rise of emerging markets
Simple portfolios picked using simple rules that often beat the market
A portfolio of investment trusts designed to generate growth and income
Our columnist describes how he manages his pension fund and what he puts in it