It has been a slow month basically for me in March. I did not have more ‘powder’ to invest and in addition, I started contributing to my SRS. For my SRS investments, I tend to limit myself to a few stocks for ease of tracking. Allocations & Markets These days I spend more time thinking about allocations, while also reading up on individual stocks. There are different ways to slice and dice my portfolio. One way is to classify them as per below (based on where they are listed). This is not a true reflection of course, as many Singapore-listed stocks have a significant portion of their assets in other countries (be it US or China, etc). Case in point, HongKongLand which is listed in the Singapore stock maket but its assets in Hong Kong, Macau, Chinese Mainland contributed 96% of its revenue in 2023. Likewise, SG-REITs like Mapletree Pan Asia Commercial Trust and Mapletree Logistics Trust have significant portions of...