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 (%)
1,665GlaxoSmithKlineFeb-001,28221,4821,52725,41619
13,150NatWest 9% PrefsNov-1212116,01614619,19921
14,000Real Estate Credit InvJan-1311015,43217023,80055
5,000ZytronicOct-131939,71122211,10015
40,000RecordSep-1436.514,69828.511,400-22
29,250Air PartnerSep-148424,7159026,3257
4,550VesuviusAug-1539217,82749922,70527
15,550Empiric Student P'yNov-1511117,3729114,151-18
12,250Randall & QuilterMar-1815719,35418022,05015
3,450Greene KingMay-1857519,96963822,01111
850The Williams Co'sAug-18$29.8720,136$26.3817,656-12
30,000Topps TilesNov-186318,9897121,30013
14,250ElementisMar-1915221,79314420,549-5
     Total257,661 
     Cash26,778 
     Interest accrued25 
     Ex-divs316 
Starting capital (Sept 1998)  £ 100,000Total284,780185
FTSE All-Share index  2,384 3,92465
Retail Price Index  164 28875
Income distributed:  £ 191,409   

 

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