Core Stock Allocation Total Portfolio Allocation Satellite Portfolio Allocation Transaction Summary for June 2021

• MAPLETREE IND TR PO
• SOLD VANECK VECTORS SEMICONDUCTOR ETF

The first half of the year had passed and STI remains range bounded for the month of June. As a result, I did not do any purchase for the month and only took part in the Mapletree Industrial Trust preferential offering which I was allocated with some excess. The US market was more exciting as new highs were continued to be made. I took the opportunity to lock in the profit and exited my position in SemiCon ETF, SMH. This does not mean I will be exiting the sector as I have already started adding individual stock from the SemiCon industry like TSMC, ASML and Micron in the earlier month. Moving forward, I will continue to add tech stocks into my growth portfolio. It is hard...