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Mr Bearbull's Income Fund

Mr Bearbull's market-beating income portfolio
January 10, 2017

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

 

December 2020

Shares bought Date dealtPrice (p)Cost (£)Price now (p)Value (£)Change (%)
1,665GlaxoSmithKlineFeb-001,28221,4821,36922,794 7
13,150NatWest 9% PrefsNov-12121 16,016159 20,909 31
14,000Real Estate Credit InvJan-13110 15,432133 18,550 21
40,000RecordSep-1436.5 14,69845.5 18,200 25
29,250Air PartnerSep-1484 24,71565 19,013 -23
4,550VesuviusAug-15392 17,827489 22,250 25
12,806Randall & QuilterMar-1815119,354186 23,819 23
850The Williams Co'sAug-18$29.8720,136$20.9613,332 -30
8,000Henry BootJul-1924419,60225020,000 3
575Anglo AmericanAug-201,94411,2572,21312,725 14
240Berkeley GroupAug-204,65711,2584,62211,093 -1
4,775Stock SpiritsAug-2023111,08623511,221 2
8,000Carr's GroupAug-2013811,08012510,000 -9
3,650Moneysupermarket.comAug-2030211,0962448,906 -19
     Total232,811  
     Cash4,959  
     Interest accrued17  
     Ex-divs1,117 
Starting capital (Sept 1998)  £ 100,000Total238,905 139
FTSE All-Share index  2,384  3,543 49
Retail Price Index  164 29479
Income distributed:  £ 213,233