| No. | Counters | No. of Shares | Market Price (SGD) | Total Value (SGD) based on market price | Allocation % |
| 1. | Silverlake | 200,000 | S$0.25 | 50,000.00 | 25.0% |
| 2. | Wilmar | 11,100 | S$4.26 | 46,860.00 | 22.0% |
| 3. | Comfortdelgro | 15,000 | S$1.47 | 22,050.00 | 10.0% |
| 4. | Baba (HK) | 200 | HK260 | 9,335.00 | 5.0% |
| 5. | GA Pack (HK) | 9,000 | HK2.83 | 4,675.00 | 2.0% |
| 6. | Ho Bee Land | 300 | S$2.12 | 636.00 | 1.0% |
| 7. | Warchest | S$5,000 | 68,000.00 | 34.0% | |
| Total | 201,556.00 | 100% |
I wanted to do a quick update this week as I have been extremely busy with work and other engagement that's on my plate in the past few weeks that I don't have much time to write and update on the blog.
With the long weekend coming due to election day (public holiday) tomorrow, I am really looking forward to a much needful rest.
After a strong run up which we've seen in the past couple of months, the portfolio has taken a dip this month due to the recent volatility of a potential second wave hitting various grounds which has also impacted the portfolio components.
The biggest change to the portfolio was the divestment of both Lendlease and CDL Hospitality
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