Checking in on the portfolio with my latest update from ⁠today market. The Singapore allocation is showing great resilience today, with two notable turnarounds across our real estate and energy plays.

CapLand Ascendas (A17U) made a solid run back into green territory, jumping up to +0.80%, while Sembcorp Ind (U96) clawed back a significant chunk of yesterday’s loss, narrowing its dip from -5.50% down to -3.55%.

Meanwhile, my top three anchors are holding down the fort with steady returns: SingTel (Z74) leads at +3.75%, Genting Sing (G13) stays firm at +2.45%, and Mapletree Log Tr (M44U) maintains +2.36%. With CapitaLandInvest (9CI) sitting right at -0.40%, 4 out of our 6 positions are holding positive momentum. Broad-based strategy doing its job—holding steady!

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