It is something out of my expectation and now policy of investing low kick in. We did not forsee it can go up to the level of close to 30% correction of Dow Jones in less than 2 weeks. We believe the bear is completely formed.
Being said so, we will activate fully our cash flow model to start buying in for long term.
We will also consider to switch some Reits back to stocks. Esepcllaiy those have strong balance shit.