Sell @ $0.535.
Just checked and realised I have quite a lot that are profitable (share price have been quietly creeping up), bought 1 year ago. Back then, Yield was >9% and likely the main reason for buying. DPU declined after that for 2 Qs (must be due to dilution of rights / placement shares) before it started to creep up again for 2 Qs. Most recent Q411 DPU = 1.118ct is still lower than one year ago Q311 DPU = 1.193ct!.
Anyway, reasons for selling are, Need free cash + Too much exposure to Industrial REITs (Cambridge Yield =8.292% is lowest amongst my 3). I have more to sell tomorrow if prices are maintained at current level. 😀