Mr Bearbull's Income Fund

Mr Bearbull has been running his Income Portfolio since 1999, significantly outperforming the market over the long term

 

August 2020

Shares boughtDate dealt Price (p)  Cost (£) Price now (p) Value (£) Change (%)
1,665GlaxoSmithKlineFeb-001,28221,4821,54125,65820
13,150NatWest 9% PrefsNov-1212116,01614519,06820
14,000Real Estate Credit InvJan-1311015,43212918,06018
40,000RecordSep-1436.514,69834.113,640-7
29,250Air PartnerSep-148424,7158424,5700
4,550VesuviusAug-1539217,82743019,56510
12,806Randall & QuilterMar-1815119,35415219,4651
850The Williams Co'sAug-18$29.8720,136$19.1312,414-36
8,000Henry BootJul-1924419,60225220,1603
575Anglo AmericanAug-201,94411,2571,92211,052-1
240Berkeley GroupAug-204,65711,2584,72311,3351
4,775Stock SpiritsAug-2023111,08622810,887-1
8,000Carr's GroupAug-2013811,08013510,800-2
3,650Moneysupermarket.comAug-2030211,09629910,914-1
     Total227,586 
     Cash1,634 
     Interest accrued17 
     Ex-divs316 
Starting capital (Sept 1998)  £ 100,000Total229,553130
FTSE All-Share index  2,384 3,40143
Retail Price Index  164 29378
Income distributed:  £ 213,233   

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