Market rebounded up to about 20% from its low while we're still in the midst of a pandemic lockdown.
During the rally, I've used the opportunity to do a big clean up to my portfolio by divesting some positions that I had last month and then have them switched over to more retail and hospitality Reits in general, especially during the selldown before the government introduced a circuit breaker for the 1 month period.
So far, the timing for the switch has worked favourably for the portfolio.
All of these positions are now in my cdp account so the strategy is to accumulate more higher dividend paying companies or Reits while the CFD account is more for short term trading. Currently, I have no open positions in the CFD. ...
