STI ended this month at around 3165 points, closing around 8% above last month. Approval of another round of US stimulus package had cheered the market but concerns on raising US Treasury yields had capped further upside, especially for tech stocks. Value stocks continued to outperform this month. For my top 30 holdings, the major movers include Hong Fok, Stamford Land and UIC. Most of the stocks in the list performed well this month, as the market is beginning to appreciate some of these value stocks. Hong Fok in particular, did well after a newspaper report on its undervaluation. Yeo Hiap Seng also returned to the list after it announced a new product to the market. For my top 5 US$ denominated holdings, Jardine Strategic was to be acquired by Jardine Matheson via amalgamation. I have bought the following companies from the market this month - AF Global, Amara,...