Checking in on my Singapore portfolio as of July 14⁠. We are seeing some broad market fluctuations, but the core foundation of this setup remains incredibly robust. SingTel (Z74) has caught a nice bid, climbing back up to +4.22%, while Genting Sing (G13) continues its stellar turnaround story, locking in a very healthy +2.45% gain.

Over on the real estate front, Mapletree Log Tr (M44U) stays highly dependable at +2.36%, and CapitaLandInvest (9CI) rests comfortably at flat break-even (0.00%). CapLand Ascendas (A17U) down a minor -0.40% is negligible. My newest energy counter, Sembcorp Ind (U96), has felt the brunt of recent volatility, dipping to -2.13%, but given it is still our smallest allocated position at 3.11%, the actual dollar impact is very manageable. Having the majority of the portfolio insulated in the green proves the value of picking quality anchors. Staying the course!