Mr Bearbull's Income Fund

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

Shares boughtDate dealt Price (p)  Cost (£) Price now (p) Value (£) Change (%)v All-Share (%)
1,665GlaxoSmithKlineFeb-001,28221,4821,30821,7782-27
1,800SSEFeb-0363411,4941,31123,598107-11
13,150NatWest 9% PrefsNov-1212116,01617022,289401
14,000Real Estate Credit InvJan-1311015,43216823,5205318
5,000ZytronicOct-131939,71148024,000149108
40,000RecordSep-1436.514,69842.016,800151
19,250Air PartnerSep-147614,66014227,3358865
4,550VesuviusAug-1539217,82757626,2084730
8,800Manx TelecomAug-1520217,77619417,072-4-17
15,550Empiric Student P'yNov-1511117,3728713,529-22-35
8,750ElementisMay-1620818,29028424,8763711
200BoeingSep-16£101.3320,392£221.5044,30111996
125,000Pan African ResourcesFeb-1715.7519,81114.0017,500-11-16
2,500InmarsatAug-1373618,50446511,625-37-38
     Total314,431  
     Cash733  
     Ex-divs736  
Starting capital (Sept 1998)  £ 100,000Total315,900216 
FTSE All-Share index  2,384 4,14374 
Retail Price Index  164 27668 
Income distributed:  £ 175,828   Data as at 19.12.17

 

Latest about this portfolio

Subscribe today

Full access for just £3.37 a week:

• Tips and recommendations - to beat the market 
• Portfolio clinic & Mr Bearbull - build a well-planned portfolio 
• Expert tools - track and manage investments effortlessly
• Plus free delivery to your home or office

Subscribe Now