Hi Loong Chong,
May I ask what is your rational of selling off huge portion of your portfolio when the market drop?
At Fifthperson, we generally increase out stake on companies when the market drop. No one know when is the best time to get into the market but what I know, is that bad news also means opportunity. If you are looking to invest your money now, do remember to use the investment quadrant analysis on the company you intend to invest in. The most important is that you purchase the company with a margin of safety.