STI ath, US slight resistance, BTC 118K but...

Stoks

STI 4087

HSI 24139

Nasdaq 20585

• Funds are constantly flowing into SG, pushing up non banks stocks for the last few weeks.
• DBS finally pushed to 46.3 since Apr but failed to close above 46.
• OCBC CEO stepped down, new guy will take over officially next year but not holding the stock anymore.
• US pf has been steadily going up due to big tech, mainly NVDA.
• Just slowly buying in if prices have a slight pullback, sort of aths now so never know when the resistance will be hit.
• BTC finally broke through consolidation of 112K and went to 118K, suay to sell my IBIT at 59+ and now it's at 67.
• Will continue selling puts on IBIT for both accounts, bought 500 worth of IBIT for TBL.
• Sold QQQM for her and replaced with MSFT, gonna DCA 1 share every 2 weeks.
• Got some push for Ping An, wanted to sell at 50 but luckily not, will just hold and see.
• CNOOC div payout looks to be delayed, supposed to received on Fri but now probably next week onwards.

US P/L 273248.09

SG P/L 337129.53

HK P/L 174818.07

Up-ed approx 23K for the week from DBS

1.2761 USD FX

+ GOOG TSLA

- QQQM

Life

• Cutted hair this week as per schedule. 
• Met fren for danlao and starbucks catchup, good to see that he's got a plan to fix his mistake.
• Recently into two tone DJ frenzy, will see how it goes after sec school fren returns my 3K next Mar or unless PF does a good job towards 2nd half of the year.
• 1st week of DBS $3 paylah, surprised to get it at 11am+, imo just for this week only.
• Went to CCP for shoe viewing, likely to get once next discount is available.
• 2nd week of July, time flies gotta look for something soon...pkl

 

Another ATH, looks like the sky the limit, QQQ almost 10% ytd less depre

 Stoks

• Another strong week for the markets after manipulated data was better than expected.
• Every week seeing PF losing out to QQQ lol. Tohz
• People have jobs and inflation is trending down despite big companies cutting.
• BBB has passed which means more money will be taken from the poor to give to the rich, huat shareholders and CEOs.
• MAGA supporters, laughing at you right now.
• New highs for NVDA, despite being 4T soon. Money still flows there like no tomorrow.
• Initially talk for cuts were in placed but after jobs data, local reits sold down on Fri as chances of July cut is gone.
• STI officially closed above 4000 since the last resistance on 28th Apr when DBS had it's AGM.
• But banks are still not in their ATHs, funds are just flowing into other dino laggards.
• Fomo-ed back into US markets and brought cash levels to <4% as of now.
• Similar to levels before the Apr crash for SGX.
• Just gonna monitor to see how irrational the US can go after this BBB passing.
• Had a fking itchy hand and lost my TSLA PnL with some more due to buying calls on their delivery day. Got played by BB.

US P/L 272078.97

SG P/L 317109.73

HK P/L 170218.07

Up-ed approx 9K this week. Put back cash withdrew into MMF.

1.2702 USD FX, seems to have stabilize.

+ QQQM and top up-ed current pos.

Life

• So fast 1 week for newly purchased car, sent for servicing and changed some necessary stuff before last Vicom check in Apr26.
• Will take over if she decides to be car free some time in the future.
• But looking at future premiums, definitely more expensive.
• Slightly cooler week this time, more rain is better.
• TBL went for Penang trip, good to have her enjoy some off time from work.
• 1 more month to my birdday, some gian-ing for the 15200 silver dial although I have a 16200.
• Thinking should I go or not...pkl

What a week

 Stoks

• ATH for US markets after a lot of money pumping, nothing to say much tbh.
• Big tech keeps going higher and higher and NVDA officially broke their highs of 153 to close at 157 for the week.
• With no more resistance, no one knows how high it can go up further.
• Same for AVGO and MSFT.
• DBS is just chacha-ing in while local reits are starting to trend higher. 
• 2 more months to another round of divs.
• At this point, seems very weird to see markets rallying and rallying for no reason.
• Sold HIMS and traded CRCL for a L.
• Went to do some monthly CSP on IBIT and TSLA while earning extra in MMFs.

US P/L 271952.37

SG P/L 307948.04

HK P/L 169543.07

Up-ed approx 26K this week from bank boost. Took some cash for temporary car payment.

Put 10K from car scrap value back into PF.

1.2715 USD FX

+ IBIT

- HIMS

Life

• Really unexpected week, had MCD for dinner and ended up LS the following day.
• Didn't bring MW for car ride and the next thing is langa in the evening.
• Went to WS to see condition and gg.
• Had to go down to WS for accident reporting and ended up with total loss for the car.
• Got back around 13.9k for everything less the pending early insurance renewal.
• Had 2 days of car free before going down to see a 2016 Elantra S.
• Did the PPI and took ownership of the car with her as the main owner.
• Will send for servicing and brake pad change in the next week.
• Let's hope everything will go well from now...pkl

No fed cut but one member say next month possible.

 Stoks

• Another down week for local banks, while not much directions for US markets despite the wars or whatever ongoing saga.
• Biggest news was the fed cut but decision was expected as JP remains his stance on higher inflation due to tariffs.
• Looks like local banks are front running the interest rate cut based on their share price.
• No buybacks from DBS this week, the only reason why UOB was flat unlike the other 2 which dropped 1%.
• At this point, doubt to be any positive catalyst for banks to go up.
• Plan for DBS div drip may have to be reconsidered, the funds can probably earn more from selling options on HIMS and IBIT.
• Sold off some US positions on a red day to deploy into other stronger convictions despite higher valuations.
• Touched some CSPs on CRCL, bloddy ridiculous stock, would have got 240 USD if not for pussy me, ended up with around 60 USD.
• Left with 6 US positions and 2 HK positions.
• Did some sell low buy lower with PING AN and CNOOC but paid extra 71 HKD due to the fees.
• TSLA robotaxi is on Sun, feeling it to be just a hype event, nothing much to expect but still keeping the stock nonetheless.

US P/L 272346.07

SG P/L 281999.94

HK P/L 164888.07

Down-ed approx 14.5K this week, WD 5.5K out for life policy.

1.2828 USD FX

- MSTY/MSFT/IBIT

Life

• Went for MI8 movie screening, a final closure to a 29 year old franchise.
• Tom Cruise is still the OG for action movies, went to Vivo just for the free movie.
• If somehow I have a car next year, will drive to Seah Im to park there.
• Nothing much of happening this week...pkl

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