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<h1>Portfolio Rebalance Report 2025</h1>
<p><b>Portfolio Type:</b> Dividend-Growth Hybrid Strategy<br>
<b>Objective:</b> Reduce overweight tech & speculative holdings, shift capital to long-term dividend income growth with stability and defensiveness.</p>
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<h2>1. Strategy Summary</h2>
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This rebalance reallocates capital from high-volatility growth/speculative assets into stable dividend-growth companies,
REIT/income positions, and a long-term dividend ETF anchor. A £500 tactical cash reserve is maintained for market dips.
The portfolio remains globally diversified with a preference for U.S. mega-cap durability and UK-listed income support.
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<h2>2. High-Level Allocation</h2>
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<tr><th>Category</th><th>Before</th><th>After Target</th><th>Action</th></tr>
<tr><td>High-Growth Tech</td><td>~36%</td><td>~25%</td><td>Trim NVDA/AMD/MSFT</td></tr>
<tr><td>Dividend Growth / Defensive</td><td>~34%</td><td>~40%</td><td>Increase</td></tr>
<tr><td>Energy & Commodities</td><td>~7%</td><td>~10%</td><td>Increase</td></tr>
<tr><td>REITs & Income</td><td>~9%</td><td>~10%</td><td>Increase</td></tr>
<tr><td>Financials</td><td>~8%</td><td>~10%</td><td>Increase</td></tr>
<tr><td>Cash Reserve</td><td>~0.6%</td><td>~2% (£500)</td><td>Maintain</td></tr>
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<h2>3. Assets Fully Exited</h2>
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<tr><th>Ticker</th><th>Reason</th></tr>
<tr><td>OPTT</td><td>Speculative microcap — low long-term dividend potential</td></tr>
<tr><td>DJT</td><td>High risk / low fundamentals</td></tr>
<tr><td>SSTK</td><td>Better yield opportunities elsewhere</td></tr>
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<h2>4. Trimmed Positions</h2>
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<tr><th>Ticker</th><th>Action</th><th>Reason</th></tr>
<tr><td>NVDA</td><td>Partial Trim</td><td>Outsized weighting vs. income reliability</td></tr>
<tr><td>AMD</td><td>Partial Trim</td><td>Rebalance volatility exposure</td></tr>
<tr><td>MSFT</td><td>Small Trim</td><td>Reduce tech concentration while retaining core</td></tr>
<tr><td>BE</td><td>50% Trim</td><td>Profit capture; low yield</td></tr>
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<h2>5. New/Additive Positions</h2>
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<tr><th>Ticker</th><th>Type</th><th>Role</th></tr>
<tr><td>TXN</td><td>Dividend Growth</td><td>Stable semiconductor income</td></tr>
<tr><td>LMT</td><td>Defensive / Moat</td><td>Long-cycle defence cashflows</td></tr>
<tr><td>ULVR</td><td>Staples Dividend</td><td>UK-priced defensive yield</td></tr>
<tr><td>HD</td><td>Quality Dividend</td><td>US housing cycle defensive</td></tr>
<tr><td>PLD</td><td>REIT</td><td>Industrial/logistics income</td></tr>
<tr><td>BX</td><td>Financials Yield</td><td>Alternative income + growth</td></tr>
<tr><td>VIG</td><td>ETF</td><td>Core dividend-growth backbone</td></tr>
<tr><td>ENPH</td><td>Growth Satellite</td><td>Long-term optionality allocation</td></tr>
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<h2>6. Dividend Income Outlook</h2>
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<tr><th>Stage</th><th>Projected (Annual)</th></tr>
<tr><td>Before Rebalance</td><td>~£380/yr</td></tr>
<tr><td>After Allocations</td><td>~£530–600/yr</td></tr>
<tr><td>Next Milestone</td><td>£1,000/yr</td></tr>
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<h2>7. Long-Term Tracker</h2>
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<tr><th>Milestone</th><th>Income Target</th></tr>
<tr><td>Stage 1</td><td>£500/yr</td></tr>
<tr><td>Stage 2</td><td>£1,000/yr</td></tr>
<tr><td>Stage 3</td><td>£2,500/yr</td></tr>
<tr><td>Stage 4</td><td>£5,000/yr</td></tr>
<tr><td>Stage 5</td><td>£10,000/yr</td></tr>
<tr><td>Final</td><td>£12,000/yr</td></tr>
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<p><b>End of Report</b><br>
Prepared for Trading 212 dividend-growth portfolio realignment 2025.</p>
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