STI ended the year at around 3068 points, down 10% for the year. It had been a bad year for most investors, with volatility the name of the game. The year started well but ended badly. There had been bad news throughout the year like trade war, interest rate hike, falling oil price, global growth slowdown etc. Taking all these into consideration, I have been positioning my portfolio defensively throughout the year.

For this month, I have attended the following AGMs/EGMs/briefing - LTC Corp, 2nd Chance and Global Investments.

For my top 30 holdings, LTC Corp is out of the list after I accepted their delisting exit offer. EnGro entered the list for the first time after I added onto the stock as part of my defensive strategy. Not much changes in the list despite a volatile month for the markets.

I have bought the following companies from the market this month -

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