With news of a vaccine coming out in November, most stocks have rallied in the portfolio as a return to value is seen in the month. Among all, Propnex, Centurion and UMS have performed very well. Total Return since the start of the portfolio on 9 Sept is 11.45% Stocks that have seen retracement include Top Glove and iFast. Top Glove being a victim of the vaccine news and it has encountered some company problems as it workers have caught covid and it has spreaded within its factories affecting its productions. IFast being a stock that has done well during the Covid Period has seen a small sell-down. In terms of results release,  Powermatic, UMS and Propnex all released their results in November Powermatic- Stable results. Increase in inventory might signal something good in 2H UMS- Continues the trend of good results. Dividend announcement a slight surprise but full year should remain good with semiconductor demand strong. Propnex-...