---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000805317.md"
description: "Starting off a new trading week with a look at the dashboard from ⁠my portfolio. Volatility is a natural part of the game, but having a diversified defensive strategy is what keeps things grounded. SingTel (Z74) and Genting Sing (G13) are currently running in lockstep as our dual engines, pacing the green side beautifully at +3.28% and +3.27% respectively. Meanwhile, Mapletree Log Tr (M44U) continues to be a highly reliable anchor, holding its ground firmly at +2.36%.My property counters, CapitaLandInvest (9CI) and CapLand Ascendas (A17U), are mirroring each other with minor, identical dips of -0.40%. The newest energy play, Sembcorp Ind (U96), has faced the sharpest drop, drifting down to -5.50% amidst a broader sector rotation. However, given its tight position sizing at just 3.01% of my allocation, the capital impact remains completely insulated. It’s an excellent reminder that position sizing matters just as much as stock picking. Keeping the long-term vision clear—holding strong!”"
datetime: "2026-07-20T11:19:29.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000805317.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000805317.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000805317.md)
author: "[ももさん](https://longbridge.com/en/profiles/28996300.md)"
generator: "portal-rs"
---

# Starting off a new trading week with a look at the…


### Related Stocks

- [U96.SG](https://longbridge.com/en/quote/U96.SG.md)
- [M44U.SG](https://longbridge.com/en/quote/M44U.SG.md)
- [Z74.SG](https://longbridge.com/en/quote/Z74.SG.md)
- [9CI.SG](https://longbridge.com/en/quote/9CI.SG.md)
- [Z77.SG](https://longbridge.com/en/quote/Z77.SG.md)
- [SGAPY.US](https://longbridge.com/en/quote/SGAPY.US.md)
- [G13.SG](https://longbridge.com/en/quote/G13.SG.md)
- [A17U.SG](https://longbridge.com/en/quote/A17U.SG.md)

## Comments (3)

- **Fattycat · 2026-07-20T11:49:24.000Z**: Your investment is very diversified. Mostly large cap. No need to worry at all☺️
- **Eunice · 2026-07-20T11:36:53.000Z**: sembcorp down 5.5 on the rotation but with sizing that tight it barely dents you. you adding on this dip or happy to leave it small?
  - **ももさん** (2026-07-20T11:43:07.000Z): I will leave it since I only having a smallest portion  in my portfolio. Might add another 100 lot if it can stable on next support level.


---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**