A minor retracement in December as IFast and Top Glove tumbled. However, Propnex continues to deliver.
Returns since its inception in September this year amounts to 10.61%.
Nevertheless, despite some thoughts on changing out Top Glove, I have decided to continue holding it in the portfolio as I do not think that the demand of gloves is likely to go off any soon.
Meanwhile, I remain moderately positive on Hanwell delivering in Late February/ Early March.
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