July 2023 Returns: 6.00% Year to Date Returns: 27.75% Since Inception (9 Sept 2020) Returns: 81.69% From June to July, the biggest mover in the portfolio would be Centurion and Powermatic Data. On the results / business updates front, TC Auto has once again done it again as they continue to publish a profit warning. YTD Returns looks satisfactory as the portfolio continues to try its best after a bad 2022. Across this month, I have attended the Centurion SGX Sharing as well as the Powermatic AGM. I have been very impressed with both sessions and it has enforced my believe in holding these 2 positions in the portfolio Particularly with Powermatic, i like their idea of finally taking steps to attempt to realize the value of the building. At least we can tell that the finishing line for this value appreciation would be in 2-4 years time. For the year that has just past, i believe Powermatic Data did well despite having to do some...