Bearbull Income PortfolioBearbull: On the hunt for bellwether stocksA choppy start to the year finds Bearbull searching for signals to help decide what to do nextSave13 March 2025
BearbullBearbull Income Portfolio: Finding yield by going back to basicsOur dividend-focused portfolio lagged its benchmark but beat its long-term average in 2024. Onward.Save22 January 2025
Bearbull Income PortfolioBearbull Income Portfolio: What we need to sellHow much Plus500 to buy, and how much existing portfolio to dumpSave27 November 2024
BearbullBearbull Income Portfolio: The case for Plus500Thinking the unthinkable? Or going with the overwhelming evidence?Save21 November 2024
BearbullBearbull Income Portfolio: A new way to measure successMeasurement is part of investing. But what do you measure when income is the long-term goal?Save3 October 2024
Expert PortfoliosPets at Home: value trap or trapped value?A CMA investigation has hampered Pets at Home’s appeal – I’m staying putSave5 September 2024
BearbullBearbull Portfolio: Why the BoE – not Labour – is the cure for PHPPrimary Health Properties likes the new government, but it's going to take more than Wes Streeting to unwind the damage caused by higher ratesSave25 July 2024
BearbullBearbull Portfolio: It's time to make changesHalfway through 2024, my frustrations with the income portfolio outweigh its few plusesSave11 July 2024
BearbullBearbull Portfolio: Five (more) thoughts on BHP’s Anglo bidAnglo investors – including Bearbull – must now think through what might come nextSave2 May 2024
BearbullBearbull Portfolio: A new buy just for the Isa windowI am treating my new position as a free hit on UK valueSave4 April 2024