My Latest Portfolio Additions: What I Bought This Month.

Dear reader,

I am an active UK equities investor, but my enthusiasm for the market doesn’t preclude a disciplined, risk-aware approach. In this article, I’ll detail my recent UK equity purchases, categorised by sector:

• 1 Asset Management Firm

• 1 Income Trust

• 3 REITs

• 2 Retail

Each selection met the following criteria:

• High dividend yields

• Trading at low multiples (near 1- or 5-year lows)

• Overlooked by the market or with risks already priced in

I’ll include strike prices and key highlights, adding the entry points for positions I plan to grow within the portfolio.