The portfolio has performed well this month so far. I am sitting on a little higher cash balance than I would like. I was hoping in the sell off a few weeks ago to have picked up some more bargains, but some price alerts didn’t hit.
I sold my full position in $SBRY.L (J Sainsbury PLC) Sainbury’s yesterday. I wanted to decrease the exposure to supermarkets slightly, and $TSCO.L (Tesco) seems to still be in a strong uptrend. $OCDO.L (Ocado Group PLC) isn’t performing so well at the moment, but I still think it’s undervalued and hoping that will gain in the coming months.
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