Did a strategic swap of CapitaR China Trust to Lendlease Reit.  As a result of the swap, Lendlease Reit holding increased by 42.86%.  Dividend received for CapitaR China Trust also absorbed into Lendlease resulting in a total of 10.448 cents/unit as of latest distribution in February 2021.  Overall, there isn’t any change to the Strategic section in term of total capital being put in (still $0 at the moment).
The reason for the swap is because accumulation of CapitaR China Trust has been slower than Lendlease Reit.  In addition, is now trying a new method different from previous Strategic portfolio that is focus on 1 stock first instead of doing multiple simultaneously to determine which method is more effective in accumulating at the shortest possible time.
 

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