Growth stocks are great in theory, but slotting them into an income fund can be a problem
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.
Fat returns from a couple of stars meant that in 2015 Bearbull's income portfolio again outperformed the market
Ultimately, just two factors drive a company's value, which helps keep thoughts clear when things go haywire
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