STI ended this month at 2949 points. Concerns about increasing bond yield and inflation had been on the mind of investors this month. Also, there had been sector rotation again from new economy stocks to old economy ones. These had capped STI performance for the month. For my top 30 holdings, Tat Seng had been a major mover after announcing evaluating feasibility of a possible spin-off and listing of their PRC business. Bukit Sembawang Estates also did well after receiving upgrades from a few brokerage houses. Another mover, EnGro posted a decent set of full year results. iFAST though, was a main laggard as investors sold off new economy stocks, but remained in top spot. Reits in the list did not do well too as investors reacted to increasing long term government bond yield in US. I have bought the following companies from the market this month -...