Portfolio allocation as of May ’23. • SG Shares: CDG, DBS, Haw Par, SGX, Valuetronics • SG Reits: Syfe Reit+, DigiCore Reit • US Growth: BABA, INMD, PYPL, SHOP, TDOC, UPST • US ETFs: SCHD, QUAL May was an excellent month for capital deployment – making up for the lack of portfolio activity in April. […]