Dear all Below is my personal opinion on the market. As previously mentioned to my clients, I aim to reduce my percentage invested in stocks (currently around 130% invested), especially the non-performing stocks, with no immediate near term catalysts. I am cautious on the market in the next 1-2 months because a) The large market run up year to date. STI has appreciated approximately 12% YTD and 22% for the past one year; b) June is likely to be a quiet month as most companies have reported results and some of the blue chips have already ex dividend. i.e. limited catalysts for most stocks; c) Holiday period where fund managers and analysts may be off on holidays; d) As my performance has been lacklustre compared to the year to date rally in STI, I want to re-evaluate and consolidate some of the positions that I have and the overall ......