| No. | Counters | No. of Shares | Market Price (SGD) | Total Value (SGD) based on market price | Allocation % |
| 1. | Comfortdelgro | 85,000 | 2.00 | 170,000.00 | 27.0% |
| 2. | M1 | 75,000 | 1.80 | 135,000.00 | 21.0% |
| 3. | Fraser Logistic Trust | 100,000 | 1.08 | 108,000.00 | 17.0% |
| 4. | Ho Bee Land | 30,000 | 2.43 | 72,900.00 | 11.0% |
| 5. | ST Engineering | 20,000 | 3.24 | 68,400.00 | 10.0% |
| 6. | Vicom | 8,000 | 5.83 | 46,640.00 | 8.0% |
| 7. | Tuan Sing | 40,000 | 0.44 | 17,400.00 | 3.0% |
| 8. | Singtel | 4,000 | 3.38 | 13,520.00 | 2.0% |
| 9. | Warchest | - | - | 2,000.00 | 1.0% |
| Total | 633,860.00 | 100% |
What I thought to be an easy January month turned out to be different as we head towards the month of February.
Volatility in the market is back and already we've seen the DJI drops more than 1000 points in two sessions. The STI index has also given all its returns back this year and is currently marginally negative year to date.
This is actually a great period to accumulate some of the companies who has been impacted by the market selling and you can see that I have used up much of my warchest ...
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