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PORTFOLIOS:
John Baron's Investment Trust
Bearbull Income Portfolio
Private Investor's Diary
Simon Thompson's Bargain Shares
Expert Portfolios
Bearbull Income Portfolio
October 03, 2024
Bearbull Income Portfolio: A new way to measure success
Measurement is part of investing. But what do you measure when income is the long-term goal?
Bearbull Income Portfolio
September 05, 2024
Pets at Home: value trap or trapped value?
A CMA investigation has hampered Pets at Home’s appeal – I’m staying put
Bearbull Income Portfolio
July 25, 2024
Bearbull Portfolio: Why the BoE – not Labour – is the cure for PHP
Primary Health Properties likes the new government, but it's going to take more than Wes Streeting to unwind the damage caused by higher rates
Bearbull Income Portfolio
July 11, 2024
Bearbull Portfolio: It's time to make changes
Halfway through 2024, my frustrations with the income portfolio outweigh its few pluses
Bearbull Income Portfolio
May 02, 2024
Bearbull Portfolio: Five (more) thoughts on BHP’s Anglo bid
Anglo investors – including Bearbull – must now think through what might come next
Bearbull Income Portfolio
April 04, 2024
Bearbull Portfolio: A new buy just for the Isa window
I am treating my new position as a free hit on UK value
Bearbull Income Portfolio
March 07, 2024
Bearbull Portfolio: Why I'm sticking with this UK wind fund
Wind power’s many moving parts can make for a frustrating investing experience, but I’m learning to live with my allocation to turbines
Bearbull Income Portfolio
February 22, 2024
Bearbull Portfolio: Decision time for this quasi-bond holding
It's time to decide whether to increase my position in this bedrock of my Income Portfolio
Bearbull Income Portfolio
January 25, 2024
Bearbull Portfolio: Even a poor year has silver linings
The Bearbull income portfolio failed to beat its benchmark for the second year in a row – but is poised to bounce back
Bearbull Income Portfolio
December 07, 2023
Bearbull Portfolio: Which holdings are private equity circling?
Private equity’s attack dogs are prowling around Bearbull holdings
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