Driving more focus into few areas in August. Below a glimpse shot of Equity Portfolio. Activities

1. Adjusted to 10% Cash Investment fund of Portfolio. Continue to maintain 60k dividend plan.
2. Did some re-balancing down in DBS, Netlink, AMD and IS Asia Bond. Also cleared CICT, AIMS, OCBC & MNACT Positions
3. Some cash back into KDC as the counter is down about 16% from peak. The start of acquisition is a good step for the New CEO.

Portfolio 7 Reits ( Including iReit and Elite Com ) 5 Foreign ( including HST ) 5 Core ( Including SS ) 2 Bonds Looks to me in clean slate which I feel comfortable. Evaluations Quick Evaluation of a few counters. Koufu, VHT, ... , And whether to increase further in HST, Elite, iReit, Sheng Siong and Tesla. Decided to get more of MCT and MIT....