Bank fears, BTC to 1million in Jun?

 

• Strong rally from US market, esp semi-conductor stocks like NVDA which gained almost 14% in the past month.
• Reason being the change of narrative from meta-verse to now AI which requires chips and only the strongest will stand to benefit.
• Despite earning from SPY premiums, depre of USD made my gains net net like wtf?
• After annualizing div yield from O39, decided to went it at 12.39 which reflects almost  6.4% although I could have bought at under 12 a week earlier 😑.
• Even if div gets cut by half to a total of 0.6 for 2023, yield will still fall at 4.8%.
• Will plan to DCA with funds from MMF which now hold almost 295k at a 3.8% pa return while earning at least $30 per day if share price stays flat.
• SPY managed to hit 402 this week but fell back to 390s, lucky for me sold new weekly puts on red days.
• Open 5 contracts at 175 for TSLA, total premiums will range from 2k and above which is decent.
• Received first payout from AIMS at $2994, next pay date will be in May from OCBC and then Aug.
• Will be doing periodical withdrawals for consumption if not deploying into MMFs. Hoping markets doesn't do massive runs any time soon.

TB doesn't factor div in P/L so adding another 2994.04 SGD.

Putting as SGD due to future withdrawals will be based on local currency, as usual +/-  803249.316

Life

• Apr will be the last month for my pt job, may travel more after that?
• Went for poly friend's wedding at Sentosa, definitely not worth for the 280 AP but then oh wells, once is good.
• Count down to retirement plan part 2, 5 more shifts to go...pkl