Kill the golden goose vs Cut the annoying loss?

It has been almost two months since my last blog, as I was physically busy with festive season, and also mentally tired from writing about my investing journey. Just not in writing mood when few months' gain were wiped out in Nov-Dec correction.

But I wasn't doing nothing. Due to the frustration of couldn't execute my strategy of buying low without war-chest, I killed most of my golden geese and cashed out profits on winning stocks in early Dec; while keeping those stocks which were still in red. And with some war-chest, I had added on some stocks on low.

Let's take a look at how did those stocks that I have sold perform, of which SATS and Frencken are among the most regrettable.

Stocks	Sold at	current  price	% phantom  loss
SATS	5.18	5.85	-12.93%
Frencken	0.535	0.59	-10.28%
AEM	3.19	3.4	-6.58%
Food Empire	0.66	0.695	-5.30%
FLIT	1.11	1.15	-3.60%
Centurion	0.535	0.545	-1.87%

Although those that I have added on low are not performing too bad either:

Stocks	Buy at	current  price	%  unrealized P/L
Cityneon	0.93	1.05	12.90%
Geo Energy Res	0.245	0.27	10.20%
GSS Energy	0.164	0.159	-3.05%

But this actually makes me wonder, am I doing worse by using my fingers too much? Perhaps so. But given the scenario that I need to increase war chest, I definitely need to sell off some stocks. So am I right to kill those geese? Since this is not the common style of "cutting loss, letting profit run". To solve the mystery, I tabulate the return of holding those losing stocks below:

Stocks	Price  at 7 Dec	current price	%  difference
Delong	2.58	3.4	31.78%
Alliance Mineral	0.335	0.42	25.37%
China sunsine	0.83	1.04	25.30%
Sarine Tech	0.95	1.15	21.05%
YZJ Shipbuilding	1.5	1.64	9.33%
Capital World	0.08	0.087	8.75%
Geo Energy Res	0.25	0.27	8.00%
Trendlines	0.143	0.153	6.99%
Manulife REIT	0.905	0.965	6.63%
GSS Energy	0.151	0.159	5.30%
China Star Food	0.084	0.086	2.38%
Pan Hong	0.325	0.33	1.54%

I could be much worse if I actually sell most of my stocks from this basket, only China Star Food and Pan Hong have returns that are much less than those I have sold off. On this account, perhaps I can excuse myself a bit on killing my preferred geese: AEM and SATS.

Although the sample size is small and shouldn't lead to any solid and meaningful conclusion, but this does show that a rising tide lifts most boats, and perhaps lift those fell behind a little bit higher.

P/S: On 22nd Jan 2018, the special geese AEM has slapped my face real hard by issuing another profit guidance and I have decided to buy back at much higher price on 23rd Jan. LOL