Back at the tail end of 2012, I started a portfolio of 20 Singapore small caps that I find interesting and track them throughout the year. These posts are updates of the results. You can actively view this portfolio at a live Google spreadsheet here. The first month was out of this world. Quantitative statistics have shown that if January ends higher, there is a large probability the year will end higher. The STI ETF rose 3.1% during this period. My selection of small cap outperformed at 9.5% during the same period. The carries of the portfolio for the month have been Tai Sin, Sheng Siong, CMPacific, Parkson, Lee Metal, Nam Lee and Boustead. Due to work I wasn’t able to move in. Any I feel I missed badly? Probably Parkson and Neratel. Essentially out of all of these, Parkson, Sheng Siong are the ones whose ......