RE: The Future27 Feb 2020 14:07
TRIG is my largest renewable holding. I have also owned BSIF for several years. Ditto JLEN, and a few days ago I bought NESF and FSFL as they had dropped back and were offering a good yield. I also bought GRID (energy storage) recently. UKW has been on my watchlist for a long time but never seems to pull back enough for me to buy in.
With my latest buys renewables now account for just over 10% of my portfolio. I've also just looked up the sum total of my RDSB and BP holdings and coincidentally they also work out to a smidgen over ~10%. Although they were substantially more prior to the recent oil and gas price falls and media panic about the latest virus.
For clarity, when referring to % of portfolio, above, I'm referring to % of invested portfolio as I still have a large amount of cash not yet invested, which would bring the above percentages down.