August 2024 portfolio update
Not much to report this month as I continue to hold the large majority of the portfolio as cash for the moment.
In terms of positions the performance is relatively flat with modest green positions in REIT $BLND.L (British Land) and $BBOX.L (Tritax Big Box REIT Plc) having slipped somewhat over the last month or so, yet still in the green. As with previous posts, I am still awaiting a good entry point for REIT positions here in the UK, but I think it may well be some time before there is one. The market, especially in terms of commercial property doesn't show any sign of being worth re-entering at the current time.
The big loser continues to be $PETS.L (Pets at Home Group Plc) which is still a fair way into the red unfortunately. As before I shall continue to hold. But in general there don't seem to be many great entry points for the UK market, which I have previously focused on.... Show More
