Mid-week portfolio assessment! We are seeing some clear divergence in sector momentum, but the defensive setup continues to hold its own nicely. SingTel (Z74) anchors the portfolio solidly at +3.52%, with Genting Sing (G13) right behind it carrying an impressive +2.45% cushion. Mapletree Log Tr (M44U) also remains remarkably steady at +2.36%.

The highlight today is CapitaLandInvest (9CI), which has completely broken free from its flat baseline and climbed up to a very encouraging +1.20% return. My newest entry, Sembcorp Ind (U96), has trimmed its previous losses by half, narrowing its dip to just -1.06%, while CapLand Ascendas (A17U) remains steady at -0.40%. With 4 out of 6 positions sitting comfortably flat or well in the green, the structural health here is strong. No need to chase the market noise—holding firm!