My portfolio value plunged by $10.5k or 5.3% from $196.5k on 31 Jan to $186k on 28 Feb 2020. This correction was kind of expected due to the great impact of Covid-19 on the worldwide economies and businesses but as this is a long term income portfolio for financial freedom, I have no fear and should not worry about short term volatilities. I believe that this correction in the stock markets presents ample opportunities to add on quality businesses and Reits. In a recession, cash is king and as cheaper properties, cars and other assets will on offer.
No purchases or sales were made to this portfolio in CDP. However, I have sold Frasers Commercial Trust and bought ComfortDelGro in my SRS portfolio, which turns out to be at a wrong timing but no regrets and it is already history. I get to invest in the land transport business i.e bus,...