These are low beta stocks that "only" lost me around 20%. Loss of ~ USD 7K. They are reasonably valued and good companies - I may buy them back later.
Now I only have 2 stocks outside my dividend portfolio. Queued to sell Boustead today (another low beta), but probably missed. IAG has fallen too much for me to sell - worst timed investment ever.
My portfolio value is around SGD 750K, with over half cash. I will concentrate on finding things to buy when the recovery comes. We have zero interest rates, fiscal stimulus, and $30 oil...there is going to be a boom. Just need to wait for the virus to clear up, and the market's volatility to burn itself out.
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