Seems like the bottom is over as the STI confidently crosses 2900, as a result my 4 key positions for 2016 did very well (ARA/CCT/DBS/GLP) I previously wrote a lot about them here ARA CCT DBS GLP is a rather new position, I mostly like it for the 30%+ discount to book as well as its track record of increasing dividends. I'm bullish on its logistic asset's long term prospect in China and their fund management platform seems to be scaling up very rapidly. Portfolio wise, I'm likely to stick to my plan of being 90% in stocks and 10% in cash if the STI reaches 3000 level and 80%/20% if it reaches 3300 or higher. The cash portion is likely to find home in SSB or short term corporate bonds....