July 2024 Returns: -3.44% Year to Date Returns: 7.44% Since Inception (9 Sept 2020) Returns: 87.30% Nowhere to hide as July proves to be a poor month for the portfolio and for my health as well. Had a bad fall and my right hand is currently unable to even hold my phone for 2 minutes. GKE did really badly, i am surprised with the logistics margins especially considering there is increase in dangerous goods storage in 2H. Haw Par surprised as there is a research report on it. Centurion continues to be appreciated by some investors(i guess) which led to its share price to appreciate close to 9%. Huationg Global did badly, i talked about it in my previous post titled 'Biggest Loss in A Day' as such i will still continue to hold at least 1 more month and reassess the results. So......the question will be..........is there any changes to be made to the portfolio again? Especially with the earnings season on the horizon....