Over the past week, I have reduced my position in Nanofilm to take partial profits following the recent share price strength. While I remain constructive on its long-term prospects, the sharp rebound presented an opportunity to lock in profits and rebalance risk. As per my last update, I sold Alibaba shares amid regulatory uncertainty and sluggish consumer recovery in China.
The proceeds from these adjustments have primarily been put into NTT DC REIT for an attractive dividend yield of around 7-8%. In the current environment, the ability to generate stable and recurring income is a key priority, and REITs offer an attractive yield spread relative to other income vehicles. This provides a strong base for portfolio cash flows while reducing overall volatility.
< p डेटा-एंड = "1229" डेटा-स्टार्ट = "880" स्टाइल = "टेक्स्ट-एलाइन: जस्टिफाई;">Beyond yield, NTT DC REIT offers direct exposure to the data center sector, backed by powerful…
