At the turn of the year I had already mentioned that I would try to shift a little more from real estate investments into securities, as I already have a very strong imbalance towards real estate.
The first part has now worked. I sold a small apartment that no longer really fitted into my real estate strategy. The money is now (partly) going into the portfolio and into securities that pay out dividends (to overcompensate for the rental income that no longer exists). However, part of the proceeds will probably go into a new real estate project as an equity share, which will then have relatively strong debt leverage, but is not yet signed at the moment.
$TDIV (+0.08%) , $WINC (-0.35%) , $BATS (+0.19%) and $RIO (+0.13%) are all additions. $MPCC (-1.89%) is a new addition.