Portfolio Review - Selling during US Election and subsequent new set up

Previously I had come to the format of having +-50% in income stocks and growth etfs (US based for better upside) and was pleased with it. But I discovered that I probably wasnt able to reach my financial goals by at this rate. While fretting on what else do do I came upon some discussion on telegram about selling off bulk of portfolio to avoid the election-induced possible selling down. I sold about 80% of my holdings with the mindset to avoid losses (which didnt happen) on hindsight although I should do my own dilligence this "fomo" action gave me an excellent opportunity to reposition myself and "force" myself to cut deadweight like Straits Trading. 

Two objectives: To position myself for eventual recovery to normal economic situation, and to try achieve at least 20% ROI to make it. New Portfolio allocation: Income - 40% Growth aggro - 25% Growth stalwarts - 30% Speculative - 5% I was actually considering doing a SG / US ETF splits since late 2019. The plans were in traction but covid struck and hasten the drop of vulnerable industries and sectors. 

I was stuck with turnaround value play like Straits Trading, retail reits like Lendlease Reit. These are pretty good stocks with their own merits I felt and is why I had been holding on to them, but the change in mindset cause huge downside. 

Why dont I buy and hold? Well for starters the rate of compounded growth for buy and hold only works for companies that had real long term growth trend. This buy and hold theory was started in the US where they really had some great companies like McDonald's, Starbucks, Microsoft and Facebook. Secondly, I dont have much capital, I would DCA into a stock, which means buying up. If the returns arent higher double figures my eventual cost is much higher than the historical performance of the stock due to buying up. This means eventual growth is just single digits. 

Switched to Reits for SG market and Growth for US market as these markets are repectively good at income and explosive growth Currently my plans is to keep a sizable portion in thematic ETFs (>10% in SMH, ARKK, MOAT) while holding around a third in proven income producing stocks like local reits or UMS (that is the strong point of SGX) I will also have 5% for speculative or positions which I do not quite understand yet - park under here. 

I am considering juicing up portfolio by having 15% in "moonshot" stocks.. I understand the risks involved but I feel that without such "moonshot" stocks investments I would not likely be hitting my dreams as the age presently. Of cos I would only invest in what I can afford to lose completely in this 15% and still be able to maintain current lifestyle as my limit.