Mid-week portfolio assessment looking at ⁠my holding shares. Following the recent market peak, we are seeing some expected consolidation across the Singapore space, but the underlying structure remains remarkably steady. SingTel (Z74) continues to anchor the portfolio with a solid +2.58% return, while Mapletree Log Tr (M44U) remains a dependable bastion of stability, locked in at a very healthy +3.21% gain.

Meanwhile, Genting Sing (G13) and CapitaLandInvest (9CI) are both showing great defensive discipline, holding completely flat exactly at break-even (0.00%). CapLand Ascendas (A17U) has dipped slightly to a minor -0.40%, but this is minor noise in the grand scheme. With 4 out of 5 counters at flat or in the green, it’s a great environment to practice patience. No rash moves—just staying the course and letting the strategy play out!