As usual, a DIY Income Investor portfolio sale - viz. the recent Berkeley Group cash-in - leads to the difficult decision of what to buy now. This is always a challenge because, having been successful at making money (quite a lot in that particular case) you don't really want to blow it on something that will then tank.
This decision is all-the-more difficult because the strategy I have adopted in the last year or so (which involves building up the proportion of ETFs - Exchange Traded Funds) does not seem to be working very well.