I like to first apologise to my subscribers for not being active in the last few weeks. Work and family matters have taken up a lot of my time and attention lately, leaving very little energy left in me to blog and share my thoughts. But time waits for no man and silently, first quarter of the year is coming to an end.

I managed to get ~ 8% gain in my investment portfolios as of today compared to end 2018. It is better than the gain in STI of ~ 6% but it pales in comparison to the Chinese, Hong Kong and US markets.

I was able to outperform STI because I have a higher weighting of REITs in my portfolios and I have some positions in the overseas markets that