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.
Tuesday, February 23, 2021
Journey To Retirement Part 17.3 -- CapitaR China Trust, Part 19.1 -- Lendlease Reit
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).
