I try to pen down some of my thoughts on a monthly basis. With the on-going Covid-19 induced recession and many companies which have recently released their half yearly financial report, there are many items to mull about. Singapore reported its first case of Covid-19 case in 23 Jan 2020, and we are now coming to the end of Aug 2020. On hindsight, I can safely say I have fully under-estimated the extend of the Covid-19 outbreak and its impact to the global economy. Nevertheless, it does help by having a diversified portfolio. In general, my Singapore & US portfolios are doing well, with many in the green. In contrast, my HK portfolio is still underwater. Among the better performers are from 2 separate spectrum. On one hand, I have the tech stocks doing well (such as Mastercard & Alphabet), while on the other hand, there is the safe defensive yield plays outperforming (such as Parkwaylife Reit & Ascendas Reit),...