Mr Bearbull's Income Fund

Value stocks are out of favour, but not necessarily good value; Topps Tiles might be an exception

Working ‘Brexit-free’ income into equity portfolios means investors have to grapple with overseas tax on their dividends – oh Lord!

Companies get better by improving their productivity and that seems to drive their share prices, too

Splitting the major utilities supplier SSE into two is an underwhelming prospect

As farce morphs towards tragedy, investors must get more ‘Brexit-free’ earnings into their portfolios

Growth in earnings per share still gets too much attention even though it’s known to be a phoney measure

Figure out what sort of portfolio you are really running – it may help performance

Successful portfolio management does not need genius – diligence and compounding will do the job nicely

When a company’s growth is low, estimates of its value must be more restrained

Growth is flat, but shares in some pub operators offer a very acceptable dividend yield

Contrasting long-term and short-term share price performance can produce good investment ideas

Even income investors need to check on the quality of a company’s profits – here’s how

Whether it’s Donald Trump’s hot air or wind of other kinds, Bearbull’s income fund is hitting turbulence

Dividend cuts have forced changes to the Bearbull income portfolio

Two holdings in the Bearbull income portfolio dance to Donald Trump’s screechy tunes

Glaxo should be a takeover target, but that doesn’t justify its presence in an income portfolio

Value does not respond well to attention. It has to be coaxed out

A first stab at finding new holdings for the Bearbull Income portfolio focuses on Aim stocks

The performance of the Bearbull income portfolio was a bit above average in 2017, even if it doesn’t feel like it

Two losers will rein in the Bearbull Income Fund’s performance in the second half of 2017