Israel attack Iran

•  Biggest news of the week, Israel shot missiles to Iran and both starting fighting.
• Markets were affected only a little, it wasn't much as this was a typical thing that was bound to happen sometime.
• Airline stocks went down when one Boeing crashed in India with more than 300 casualties.
• As much as such stuff sucks, it presents a good opportunity to buy the dip.
• HK markets went up for the week, ex div for CNOOC and it benefitted from the II crisis due to oil prices possibly being affected.
• Sold AXON, NFLX and bought into MSTY to try the hype, so far being the 2nd position after IBIT.
• Still left with around 6% cash, which will go back to the day before the Apr dump.

US P/L 272005.38

SG P/L 296547.34

HK P/L 168685.06

Down-ed approx 16K this week

1.2768 USD FX

+ MSTY

- AXON/NFLX

Life

• First time experiencing the DBS qr scanning, just when you thought everything was ok.
• Lucky was able to paynow via number.
• Cutted hair this since weather was really TBLTH.
• Will be watching MI8 next week thanks to TBL's co, finally a closing after more than almost 30 years.
• Woke up to Burden Wang having blood in his smegma, turns out was dehydrated, vet damage was damn high at almost $500.
• Renew-ed the car insurance, Singtel decided to give extra $150 Shell vouchers, why not?
• Road tax will be due in around 2 months time...pkl

Musk and Trump fight

 Stoks

• Highlight of this week was Musk going all out w Trump on social media.
• That resulted in TSLA falling than more than 14% on Thur, still managed to recover on Fri but failed to close above 300.
• Bought into 2 news positions in the HK market, Ping An and Cnnoc for what, I'm not too sure yet.
• Removed and added some positions in the US market, bring total to 9 holdings.
• DBS continued upwards as shares are being bought back but still far from highs on 28March.
• AVGO gave lower expectations and went down 5% after earnings, consider to buy more if given the right price.
• Continued w IBIT weekly puts for now, as mentioned 1760 is the magic number to hold.
• Gonna withdraw 4.3K next week for the 6th premium of AIA GPP.

US P/L 271463.36

SG P/L 313761.14

HK P/L 161629.06

Up-ed approx 10K this week

1.2854 USD FX

+ 2318/0883

+HIMS/NVDA/TSLA/AVGO/PLTR

-some IBIT/AMZN/MELI

Life

• Start of the second half of the year, plan to start some weights training again.
• Will alternate DB press and curls from now to get rid of the sluggish feels.
• Itchy finger and lost quite a number of photos of the car and MW, tmd cb. Fkin fake SD card.
• Still hot hot week for this period, est 2 more weeks before we can see cooler weather.
• Typing in the living room as we speak.
• Went to CC after run on Fri, tried on the 16622 for the first time. Uncle was nice to entertain me.
• Bezel was real tight, more than the Sub. Should I consider the 8K TOG if the crystal can be replaced FOC?...pkl

TACO trump

Stoks

• Strong close for month of May, beating the tradition of sell in May and go away.
• Almost 10% gain for the total month thanks to alot of prata-ing from Trump.
• Therefore earning him the Trump Always Chickens Out.
• Didn't manage to beat the gains from the portfolio cause someone decided to take profits last Fri.
• NVDA beat earnings and market pumped one day earlier than that.
• Bought big into IBIT at highs and started options on them, will continue to do so till I slowly accumulate at least 1760 shares aka 1 BTC.
• Followed back CT with 3K USD each worth of his portfolio.
• DBS is just cruising around the 44 to 45 level as of now, definitely not adding till 43.3 and every 50c down.

US P/L 271257.49

SG P/L 303370.61

Up-ed approx 6k with some USD appreciation

1.2861 USD FX

+IBIT/NFLX/MELI/META/AMZN/AXON/CFA

-OCBC

Life

• Decided to check my climb pass from BFF and turns out both got extended. 
• Made the trip down and saw a few familiar faces and also heard of new changes. Happening.
• Basically climbed a few routes and finger injury is back to haunt again.
• But still a good 4 hours of time decently spent there, next trip will be at least 8 months down the road...pkl

Prata EU again, AAPL tio sabo

 Stoks

• Moving slowly down for the week, closed even lower after Trump decided to threaten EU with 50% tariffs and also 25% on AAPL for phones not built in US.
• Did some changes to PF cause fk me again.
• Took profit on my big tech and rotated to QQQM, IBIT (after ath...) and SE. Trying part of the radical pf theory after hearing from JT.
• Left with 9.3% cash after DBS div comes in on Tuesday, will have to slow down on the dips buying for now.
• Bought back into CFA and removed MIT in the reit portfolio, CFA will be the 6% bond component moving forward.
• Got 100 shares of DBS when it went down to 43.8, will drip in 100 shares every 50c down.

US P/L 271766.71

SG P/L 296324.56

Down-ed approx 7K SGD

1.2807 USD FX thks to Trump

+DBS/CFA/QQQM/IBIT/SE

-HBBD/Big tech + rest

Life

• Went to Bugis for watch recee again, promise this will be my last time going there till my next phase of watch renewal.
• Checked out the Guan Yin temple and also the hawker centre, soy sauce chicken was not worth.
• May go suntec later for the reits symposium but see again, no feels as of now.
• MW 4th Bday next tuesday, so fast...pkl

Another power week for US, DBS ex div

 Stoks

• Strong week for US markets after CPI was lower, fake data manipulated to be 'good'.
• Partnership with Middle East countries made everything bullish, NVDA went back to 130s.
• Whatever happens, just holding my tech stocks till discounts come again. No issues with earning the 2.4% in MMF.
• US credit rating got downgraded due to debt issues, perhaps some buying opps on Mon?
• DBS ex div on Fri, will be getting 19K on the month end but have already drip back 400 shares into holdings.
• Still have around 11.5% cash in portfolio, policy premium of $4.3K is coming next month.
• Coat-tailed entire pf of CT, let's see how it goes. Total % is around 1.1% of holdings.
• Bought more TSLA cause fk that stock, cult ass shit.

US P/L 272553.05

SG P/L 300379.99

Up-ed approx 45K SGD, positive YTD but still 20K from 52w pf highs

1.2963 USD FX

+DBS/MIT

+TSLA

-HBBD/HTCD

+MELI

Life

• Went for random watch viewing at FEP, probably my last till friend repays $3K next year or I hit 1.5m target next.
• Nothing happening this week...pkl

Flat week for US markets based on index

 Stoks

• Not much movement for indexes this past week although there were some big movements in memestocks.
• No fed cut as expected this meeting, next will be Jun but foresee no cuts as well.
• Bought into 8 new positions this week cause fk it.
• Followed Contraturtle position for Axon and Nflx, rather buy high than miss out.
• Went into MIT at 1.97 and also BABA/TECENT via SDR. Small small positions just to start the ball rolling on them.
• Earnings for 3 local banks have been reported, all reported lower YoY drop in net income but wealth management portion was a big jump.
• Tariff effect has probably not set in yet and DBS is still under Gupta work for Q1. Can only see TSS power next Q.
• Ex div next fri and payout on 27th Tuesday, may just drip back 400 shares next fri. Def not going to add any more above 40.
• Don't mind just holding and collect the 2.6% from MMF.
• Bought back OCBC also cause GE as an additional cash cow.
• Trump did another pattern on Thurs asking people to buy but doesn't seem to work this time round.
• GOOG got fked by AAPL due to them possibly wanting to replace them as a search with AI.
• Will not add any more US positions for now.

US P/L 270556.97

SG P/L 258674.52

Not adding HK P/L anymore

Up-ed approx 25K SGD but still negative YTD.

Hope US will give it a boost cause I dw DBS to go up anymore.

1.2930 USD FX

+ OCBC/MIT/TECHY

+ NFLX

+ BABA

+AXON/IBIT/PLTR/HIMS/TSLA

Life

• Another LWE thanks to Vesak day on next Mon but nothing fantastic since everyday is a PH for me.
• Going to cut hair next week and then also anticipating next set of CDC vouchers lol.
• OMG 12 more weeks before going to be a lonely Uncle...pkl

Market has officially recovered since Tariff announcement

 Stoks

• Another strong week as Trump self made disaster seems to have been accepted by markets.
• 3% for the week for QQQ, overall 4% more to breaking even YTD.
• Looks like market is slowly flowing back into hype stocks.
• Was indeed a good decision to put some funds into US market last week, wasn't the bottom but still managed to get some paper gains.
• Somehow MSFT became my bigger winner now, followed by DBS and META.
• Bought into IBIT, NVDA and TSLA this week for some FOMO.
• NFLX broke through ATH this week, really strong moat which can't be deterred by tariffs.
• Too late to buy in, almost a 500B company but still a 1x if it manage to go into 1T.
• Dip into 200 more DBS for both accounts before earnings next week.
• Still have more than 14% in case things turn for the worse, FOMC meeting next week, unlikely to have rate cuts.
• US jobs data were better than expected, no point to cut since low unemployment rate isn't a basis for cuts.
• Unless tariffs are cancelled which will reduce further inflation, cutting now in the midst of high tariffs will simply bring back inflation.
• Probably bottomed already but no regrets not buying more, YTD still down 3%.

US P/L 269886.10

SG P/L 233100.28

HK P/L 162005.15

Up-ed approx 10K SGD

1.2943 USD FX

+ IBIT TSLA NVDA

Life

• Voting week, keep expectations low.
• Just going to see higher COL as usual but if economy continues to prosper, will still benefit from it.
• Yeap as expected PAPPY won with 65% this time, many swing voters due to kacang puteh parties being the competitors.
• WP didn't manage to win Tamp and Punggol but they have 2 more NCMP in.
• Worst thing to happen was NCM got inside, sadded. Till than 5 years later, let's see how hard PAPPY will fk us.
• Fast forward, 4 months have past, the dreaded countdown for MW has started...pkl

Most likely bottom liao

 Stoks

• News of de-escalation of tariffs between CN and US swept the market, CN denied while US didn't.
• Markets loved the news and went up more than 7% for the week for QQQ.
• Most of the tech stocks have went back up but still negative YTD except a few like NFLX and PLTR.
• GOOG beat earnings with good results and got sold down the day after while TSLA missed badly and rallied >20% this week as self driving was 'approved' and boss is going back to work.
• Market manipulation at it's best.
• Bought a call only to paper hand and see it go up more than 2.5x the value, fts.
• Always felt like shit when TSLA rallied for no reason, bought 6 at 277 to sell at 283.
• Net net negative after accounting for TXRH sale.
• Lesson is fking US market can and will find all sorts of reasons to move.
• Not much movements for local banks but good to see some recovery this week nonetheless.
• Around 3% down YTD compared to QQQ 7.38%, may start to see the gap covering if Trump doesn't speak nonsense.

US P/L 269304.15

SG P/L 224210.00

HK P/L 162005.15

Up-ed approx 37K SGD

1.3101 USD FX

New update from TB UI

so new format for holdings

- TXRH

+ MSFT

Life

• Heater decided to play punk after one of the heat modes went crazy, ordered the same model and got it fixed on thurs.
• The connecting water hose followed and had to be replaced, thankfully to have access to bao kar liao shops.
• 1 more week to polling day, nothing much to be surprised...pkl

Early post for this week due to Good Fri.

 Stoks

• Quite a positive week for local markets but not so for US markets as Trump continued to wreck havoc across with his relentless nonsense.
• Powell came out, said no rate cuts since tariffs will be inflation and will not be influenced by President to cut.
• Saw some slight recovery for STI, banks up slightly and DBS going back up 40 for now.
• S63 broke new highs despite all these uncertainties around the world.
• Bought 2.2K shares more of DBS this week, won't be adding anytime more unless it goes to 37 else will just drip in with divs.
• Went back into US markets a day too early, now tiny red across 5 positions. Reason being USD being cheaper which makes sense changing some to DCA in.
• Waiting for certain support levels before adding more, no rush to buy tbh.
• Currently left with 17.7% cash, in future will keep at least 15% cash for a peace of mind war chest.
• May lose out on opportunity cost but always good to have cash on hand for just in case.
• Tbill last cut off at 2.3%, time for savers to look in banks/reits before yields get really low.

US P/L 268597.49

SG P/L 186640.14

HK P/L 162005.15

Up-ed approx 65K SGD as investors flock to safer SGD assets.

1.3072 USD FX

188082.43 SGD MMF

+ASML/AMZN/META/TXRH

Life

• Election day announced on 3rd May on a Sat, ffs.
• Expect nothing to change, anytime new so be it since prices are only to keep going up.
• Nothing much for this week...pkl

Cham, down more than 160k in the past week. Ytd officially red.

 Stoks

• Wasn't expecting such big drops in local 3 on mon after dropping more than 54k last fri.
• All the counter tariffs here and there saw a big dump in STI, first time sinking more than 8% in STI on a day.
• Woke up expecting a 50k drop but came out to be a 135k drop with DBS falling 15% at 9am.
• Did some portfolio changes asap since the drop was expected, now is the time to rebalance and trim counters which had lesser convictions.
• Sold entire OCBC at 15.30, bought into DBS with 2/3 of the funds. Somehow just prata-ed here and there and ended up sell low and buying high.
• Did the pf changes math, still similar asset value. Would have been better to just buy the dip more than doing stupid shit.
• Thanks to orange hair, who manipulated the markets by pausing tariffs after shouting time to buy on wed.
• Markets had a gigantic rebound on Wed night and Thur morning.
• Seems like I still haven't learn not to do stupid moves in market crashes after 4 years in.
• As of closing, only holding DBS, GOOG and cash in MMF.
• Plan to just slowly DCA into DBS or just make it just enough to replicate previous div payout per amount. 
• Another 5000 shares will be just right but at this point of uncertainty, I believe negotiations would between US and CN might take place over the weekend.
• Should i just whack the amount of shares, cash will be left with 118k ish.
• Future dca dips will have to be very conservative, looking at US market seeming to bottom already.

US P/L 268735.27

SG P/L 121648.55

HK P/L 162005.15

Down-ed approx 128K SGD ffs.

1.3154 USD FX

108014.10 SGD MMF

Life

• Went to see sister new BTO at hougang, good to see her have a new phase of life.
• The inevitable scenario of her moving out will be in around 3 months time, things will def change but that's life.
• Gotta enjoy every moment from now till then...pkl

Liberated from the profits thanks to TRUMP

 Stoks

• Worst worst big drop in the week for now, markets has officially entered a bear market with more than 20% drop from the highs.
• Both S&P and NASDAQ fell more than 10% in the past 2 days after the mad man decided to blanket tariff the entire world. Expected a u-turn tbh, looking at how markets rallied before that.
• Anyways, can't do nothing much other than to slowly buy the dips down. Just gotta be patient as other countries may follow CN to retaliate with tariffs to US.
• Recession seems to be more likely to happen given what may happen if the tariffs really take place.
• Trimmed some US stocks bought over this week and added MAG.
• Will make more sense to add individual stocks when prices are lower than usual.
• Local banks followed the path of big US banks and dropped big, eating into my UR gains.
• Left w slightly more than 4% cash, plan to trim some from the HK side to fatten up reserves.
• Bought DBS too hastily at 45.58 before the day of drop, added another 100 at 43.59.
• Next buy will be 41.65 and plus it is going to ex-div on the following Mon which means very likely to hit the price since there was another big drop in financials today.
• Looking at TA, there is a gap to fill at 39 :( toh.
• Perhaps may rotate some OCBC into DBS.
• So far, still have around 25% and 16% of MOS for both banks, will be sed if it breaks but shall see again.
• Buy no scare, scared no buy.

US P/L 268786.68

SG P/L 246886.83

HK P/L 178418.38

Down-ed approx 77K SGD from Trump

1.3376 USD FX

+ MSFT AMZN GOOG DBS

Life

• Went for kyp ROM, count down to the inevitable has begun. House viewing for her next week and reno will commence the following week.
• Woke up early for QM festival, went back to Senang for the Meepok.
• Hospital premiums to be deducted this week and pkl...