{"id":953,"date":"2024-11-23T04:02:09","date_gmt":"2024-11-23T04:02:09","guid":{"rendered":"https:\/\/chasebelgrave.com\/index.php\/2024\/11\/23\/bearbull-income-portfolio-the-case-for-plus500\/"},"modified":"2024-11-23T04:02:09","modified_gmt":"2024-11-23T04:02:09","slug":"bearbull-income-portfolio-the-case-for-plus500","status":"publish","type":"post","link":"https:\/\/chasebelgrave.com\/index.php\/2024\/11\/23\/bearbull-income-portfolio-the-case-for-plus500\/","title":{"rendered":"Bearbull Income Portfolio: The case for Plus500"},"content":{"rendered":"<div data-trackable-section=\"article-body\"><\/p>\n<h2>Reflecting on the Bearbull Income Portfolio&#8217;s Performance<\/h2>\n<p><\/p>\n<p>As the year comes to a close, it&#8217;s time to look back on the performance of the Bearbull income portfolio. Over the past 12 months, the portfolio saw a modest growth of around 8.7 per cent, excluding income distributions. However, when factoring in the income distributions worth 4 per cent following the fund&#8217;s re-capitalisation a year ago, the combined return stands at a more impressive 12.7 per cent.<\/p>\n<p>While a double-digit real return is certainly commendable, it&#8217;s important to put this performance into context. When compared to the fund&#8217;s historic benchmark, the FTSE All-Share, which managed a total return of 12.1 per cent over the same period, the Bearbull income portfolio has outperformed.<\/p>\n<p>For UK-based retail investors, the FTSE All-Share is often seen as the yardstick by which to measure performance. Despite the index&#8217;s waning popularity, it still holds a significant place in the daily news cycle, alongside the weather forecast. It&#8217;s a familiar reference point for many investors, even if it may not always be the most accurate reflection of market conditions.<\/p>\n<p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Reflecting on the Bearbull Income Portfolio&#8217;s Performance As the year comes to a close, it&#8217;s time to look back on the performance of the Bearbull income portfolio. Over the past 12 months, the portfolio saw a modest growth of around 8.7 per cent, excluding income distributions. However, when factoring in the income distributions worth 4 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":954,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[1277,1378,102,1379,96],"class_list":["post-953","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-opinion","tag-bearbull","tag-case","tag-income","tag-plus500","tag-portfolio"],"_links":{"self":[{"href":"https:\/\/chasebelgrave.com\/index.php\/wp-json\/wp\/v2\/posts\/953"}],"collection":[{"href":"https:\/\/chasebelgrave.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/chasebelgrave.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/chasebelgrave.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/chasebelgrave.com\/index.php\/wp-json\/wp\/v2\/comments?post=953"}],"version-history":[{"count":0,"href":"https:\/\/chasebelgrave.com\/index.php\/wp-json\/wp\/v2\/posts\/953\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/chasebelgrave.com\/index.php\/wp-json\/wp\/v2\/media\/954"}],"wp:attachment":[{"href":"https:\/\/chasebelgrave.com\/index.php\/wp-json\/wp\/v2\/media?parent=953"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/chasebelgrave.com\/index.php\/wp-json\/wp\/v2\/categories?post=953"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/chasebelgrave.com\/index.php\/wp-json\/wp\/v2\/tags?post=953"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}