Portfolio Update – Selling PIL 0%, Trim OPP/P, TJI +500-1000%

Quick portfolio update.

Selling PIL – I am a bit concerned that they might struggle to meet debt covenants due to a poor harvest.  I have had a couple of year’s dividends on this – so am actually up c5% in total. I sold for what I bought them for.  Little disappointing but these things happen.

I am also easing up on OPP / OPPP – they are going impairment crazy, just after I bought.  Weight was maybe a little too much.

I also bought in a touch of DUPD again – didnt get round to posting on they distributed – made a little on it.  Breaking my own rule on this as it is majority owned now – but I think they will delist / pay out eventually….

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