STI ended the year pretty much the same as the start of the new year, with a late rally towards the end of the year in the 4th quarter after the US Presidential election helping it. For December, it was pretty much a quiet month as usual with not much news flow and trading activities. This was expected as most investors were on their year end holidays and fund managers closing their portfolios for the year.

For this month, I have attended the following AGMs/EGMs/briefings - Natural Cool, Broadway, AIMS Property and Second Chance.

For my top 30 holdings, not much changes due to the quiet trading activity this month. For the year, it had been quite a few changes but the core of the portfolio remains intact. Among my core holdings, Jardine Strategic did very well this year, posting return in excess of 20%.

I have bought the following ...