How I would invest $100k in Singapore stocks today (Aug 2026)

Beansprout Pro in Brief

• The Opportunity Model Portfolio is up 6.0% on price returns since its 14 July launch, and we have now made our first portfolio rebalance.
• All eight of our original holdings remain unchanged, despite the recent rally.
• We are putting part of our remaining cash to work in one new Singapore stock, starting with a 3% position.
• The new holding gives us another way to gain exposure to electrification, infrastructure and data centre investment, backed by strong recent order momentum.
• In this update, we explain why we are adding the stock now, why we are not taking profits elsewhere, and the key catalysts that could drive our next portfolio move.