Portfolio analysis

My portfolio analysis is looks as above:

metal stock is taking 48% (majority) of my portfolio, while highway (litrak) stock is 11%, with shipping (maybulk) on top of it which is 29%, property is only a merely 12%, i believe selling melewar on strength and selling litrak to get more property stock is the better way of reposition my portfolio.

Whats next? maybe metrok, pjdev, plenitude :)

WAit for government announce good news for property sector. still have around 3-4k cash on hand for property too.

Dow Jones seems dropping alot now, shopping time maybe...