February is fast approaching so I’m just reviewing the portfolio to see where next month's investment should be directed. I don’t see any new shares worth adding so I’ll be topping up two existing ones. Here’s how the rankings look.
I'm ruling out Vodafone because of the low cover.
United Utilities is acceptable; and in topping up I then rule out National Grid because of the sector cap. SSE, BT, and Imperial Brands are excluded because of the weighting cap, which means
Hammerson is next in line.
I'll be topping up both Untied Utilities and Hammerson at the end of next week.
For those that are interested, my 2017 review can be found
here