The portfolio has three positions TENT, LBOW and ADIG
bought to make a capital gains to re-invest in dividend
paying Trusts.
When these positions unwind most probably one at a loss
and one at a profit, one around break even, the blog will
return to it’s knitting of investing in Trusts that pay a ‘secure’ dividend.
Obviously buying GRID did not meet the blogs criteria
so therefore was a big mistake to make.
But we are where we are, they have stated they want to return
to the dividend list, so will have to watch and wait.
The fcast for the end of 2024 remains earned dividends of 8k
but the target may now not be met.
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