Sold 220 shares of Greggs PLC @ GBP 15.01. Total profit including dividends was 50.03% with CAGR of 19.35% for a holding period of 2 years and 4 months.

Sold 5800 shares of Capitaland Retail China Trust @ $1.44. Total profit including dividends was 17.91% with CAGR of 7.89% for a holding period of 2 years and 2 months.

Sold 1600 shares of Malayan Banking Berhad @ MYR 9.45. Total profit including dividends was 36.09% with CAGR of 14.37%v for a holding period of 2 years and 4 months.

Sold 100 shares of Toyota Motor @ JPY 6826. Total profit including dividends was 12.41% with CAGR of 5.22% for a holding period of 2 years and 4 months.

These recent sale reduced my equity allocation to 25.29% and increased bond/cash allocation to 74.71%.