Here is my latest portfolio update: Basically in the last 2 months, the only NEW addition is MIT. I have however accumulate ST engineering, Sembcorp Industries, Lee Metals and Lippo Malls Reit. I think I can still sleep well with these additions except Lippo Mall. I do think it is attractively valued, but I would like Lippomall to form a smaller part of my portfolio. I will readjust it when the price is right. In fact, depending on the earning results, I might take some money off the table too. I am heavily vested in Industrial Reit too. I am actually bullish on Industrial Reits. Ok, you might think I am bullshitting, but I like to buy when they are not at the peak of the cycle when everything look rosy. If you look at my previous analysis on MIT, I think Industrial property cycle is far from the peak, ......