Cory Diary : Portfolio updates In summary getting more defensive but also retain some opportunity for growth. Hits 18.7% XIRR YTD. Portfolio Value has increase by roughly 30% YTD. This is quite significant imo. Did quite an amount of re-balance to Non-Bank/Non Reit Segment in SGX. So far P/L wise nothing much to shout about except 2026 Ready ... . The key gains of the portfolio still Bank, Reit and US Big Tech in this
https://corylogics.blogspot.co....m/2025/10/cory-diary