I finally decided to part way with Diary Farm.
Maybe years down the route, they might recover, or maybe mainland visitors will start visiting and give a boast to the health care and beauty segment. Maybe YongHui loss is one off.
Well, I need not bother myself with all these anymore.
The consolation from this experience is pays off to diversify, at least for a silly investor like me.
The loss of Diary Farm hardly make a dent to the overall portfolio, since DFI is less than 5% of my portfolio, am mindfully restricted any investment at cost to below the ceiling of 5% of total portfolio value. DFI is already close to 5%, I have many counters in the range to 2-4%.
The reverse is true too, if a few counters gain more than 30%, it also hardly move the portfolio.
I need most of the counters to concurrently run to make any meaningful gain....