My SGX Income Portfolio value increases to $484k from $464k as S-REITs stabilise while local banks are displaying continued resurgence. My US Growth Portfolio rises to US$100.5k from US$91.2k, a rebound driven by easing Middle East tensions reducing energy price fears, growing certainty around imminent rate cuts, and renewed buying across AI-linked tech names after last month's pullback. NVIDIA and Amazon, which bore the brunt of June's correction, led the recovery. This is a good reminder that staying the course through drawdowns  rather than panic selling pays off when the picture clears up. The long-term thesis on quality tech remains intact. My SRS Ultra Long-Term Portfolio value rockets to $328k from $300k mainly due to resurgence of DBS and OCBC which hit all-time highs. Portfolio Actions Nil Portfolio Dividends

1. Received $544.50 of dividends from SSB on 1 Jul.
2. Received $162.50 of dividends from SSB in SRS on 1 Jul.

July 2026 was a reminder that markets don't stay down for long either....