Year to Date Returns: -15.60% Since Inception (9 Sept 2020) Returns: 43.85% To Quote November in a Phrase would be: What a Strange World GingaMingaYo November Return is the highest month so far in 2022, erasing the losses in October but Overall Year to Date the portfolio is still negative compared to the STI. Main Returns driver would be Propnex and UMS. While the main laggard would be China Sunsine. A lot of companies reported results or business updates in November UMS - Solid Results even though the 2023 and 2024 recession and lower demand fears hingers in thoughts of many. Powermatic Data - Solid Results, basically flattish in terms of main business but cash pile grows and the decision to not declare any dividend. Fortunately, to combat the long lead time and increase in components cost, the company has decided to increase prices since July 2022. It remains a very stable company in balance sheet perspective....