100% cash no more!

Yesterday I sold cache to reach 100%. However due to my itchy hand, I went to buy kingsmen today.

No more 100% :(

My current plan is:

If rally for no reason, try to sell to rebalance my portfolio
If fall further, I slowly buy using joint account.

I hope I can stay discipline when the times come. It is really hard to stay clear minded and discipline.

Sold FR at 0.805 at 8.59am after queuing overnight for many weeks

Sold because of two main reasons.

(1) Recently violate money management rules which I recently set for myself. So i need put money in pocket and restructure entire portfolio

(2) FR NAV should be 0.78. Don't wish to hold reit above NAV although there are still reits holding well above NAV.

Next targets to sell:
CMA
1/2 HW
Cache

Normally I sell too early, so far after I sold, the shares usually went up. haha, maybe this round same again? But it is okay because I want money in pocket.