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It may have been better to put funds into retail than PPC - the construction industry is going to take maybe years before it fully recovers, also construction normally has a number of subcontractors so there is always the problem of social distancing and any outbreak on site will shut the site down for a minimum of 90 days. I think industry will take at least 2 years to get to a reasonable production level and a return to semi normality. However in the SA market you have the debilitating government to contend with where it is riddled with fools and thieves

Be wary of doing this with your own private portfolio - you could be seen as a trader and SARS will bleed you dry

SARS dictates that to escape being assessed as a trader you need to hold shares for at least 3 years. If you buy a share and then the price tanks (Steinhoff comes to mind) then you can argue that you were endeavouring to avoid a blood bath by getting out earlier - however remember one thing it is almost impossible to argue your case or even negotiate with SARS (draconian comes to mind). I retired in 2005 and I don't think there is a single year where I have not been called upon to submit documentation and quantify decisions

So go into what you do with your eyes wide open