I have been busy at work during the past 2 weeks and as a result, no postings has been done. So here's some of my latest transactions.. Transactions Divestments: TTJ & Ezion today. As of now, cash is the largest component of my portfolio, at 75%; Stocks is at 13.4%, while P2P is 11.6%. I have made no further P2P investments. Opportunities Action bias is now a real risk. Being a human, I will have to resist the urge to do something. As Blaise Pascal said: “All of humanity's problems stem from man's inability to sit quietly in a room alone.” Like many, I will be tempted to put my money at work. However with the recent run up in oil & gas penny stocks, my own perceived mis-valaution has disappeared; and along with it - an opportunity to invest. Due to my narrow expertise in SGX ......