As part of my portfolio rebalancing, I have today increased my position in Orion Office REIT completely.
📉 Reason: The position was small, no longer fitted in with the future core/satellite strategy and, in my view, did not offer sufficient prospects in the current interest rate environment for US office real estate.
💰 Use of the funds: Reallocation into broadly diversified core ETFs with a global focus.
The focus remains: Fewer individual stocks, more clear structure and long-term robust portfolio.
