2nd Week of April - Investing in Covid19

I need to keep reminding myself to blog down whatever details I could during this period of investment as I am certain that these would eventually be good learning points for the next crisis. Human memories are short and I probably have only one more chance at accumulation during my productive years. 

Having bought and sold several counters - total cash deployed over this period is about $19,000. 

When news of the Covid19 broke out, I am skeptical of how bad it would be, however to be safe and to ensure that in the event that if there are significant drawdowns which I could trade around I sold some counters which i felt would be dragging my performance, as well as took minor profits. The main goal was not to lock in profits but more to ensure that I have significant warchest. I was at 85% invested in early February. 

Actions taken: 
1) Sold FPL, Ausgroup, Areit, Astera V - Booked total lost of $6.7k from FPL and Ausgroup. Broke even on Astera / Areit

2) Using the cash I quickly made sure to redeploy into counters which I am still holding with stronger convictions - KDC, CRCT, AReit I call this "change horse" tactic. Rider must continue journey but the horse is tired, need to change the ride. Based on their respective drawdowns and projected rebound (to normal situation) and dividend - I foresee that this step is the right choice (time will tell if I made the right decision) 

3) This is the tricky part, another portion of my deployment from existing cash will be used to average down. Gotten Aims Reit, UMS and LL Reit

4) Bought counters at significant discount or for recovery play - Starhill, Ascendas I-Reit

Summary of Week 2 April 

Current state of portfolio is very heavy reits, I am targeting Wilmar / SATS and SMH however these have yet to reach my buy TP. They have shown resilience after the initial dive during early March and gradually recovered to a more palatable pricing. 
I have missed chance to accumulate Wilmar and SATS below $3 due to indecisiveness.. honestly I had a TP but when the moment came so quickly and impactful drop, I reconsidered and held back for couple of days.. then opportunity gone. 

have a plan - STICK TO IT.