STI closed at around 3106 points this month. It was a month to forget for most investors as markets lost ground due to various headwinds like escalation of US-China trade war, Brexit etc. Markets are also highly volatile which makes investors adopting a risk-off approach, focusing instead on yield stocks, REITs, safe haven currencies (i.e. US$ and Yen), bonds and gold.

For this month, I have attended the following AGMs/EGMs/briefing - CapitaLand Retail China Trust, Delfi, OUE Hospitality Trust, Straits Trading and Del Monte.

For my top 30 holdings, only minor changes in positions was seen. SGX was one of the better performers as volatility in markets might benefit their derivatives business.

I have bought the following companies from the market this month - Bonvests, Bund Center, Delfi, Far East Orchard, GK Goh, Heeton, Hiap Hoe, Hong Leong Finance, Hongkong Land, Hotel Royal, Hotel Properties, HRnetGroup, Intraco, Jardine Matheson, Koh Brothers, LHT, Mandarin Oriental, Pacific

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