Saturday, 1 July 2023

End of Q2

 Stoks

  • Really strong quarter with a few big tech reaching all time highs, AAPL went back to 3T and closed at 193.
  • YTD was approx 55% compared to 17% for SPY and 40% for QQQ.
  • TSLA managed to close higher than previous week at 261, deliveries will be released on Sun.
  • Have a feeling market is pricing for failure, expectations are set at 446K while most Twitter is aiming for 450K and above.
  • Bought 150 more TSLA and 100 GOOG in this week but total stock % allocation is still low at 17%.
  • If share price tanks, will be more willing to sell more puts. It's still a win-win for me, since cash reserves are still at high levels.
  • Took the SGD cash voucher and managed to get $11 worth of rebates in cash.




Up approx 3.3K from last week, due to new stock purchase



















Life
  • Seems like car purchase is not happening as of now, thinking of getting a ND sub or a bluesy/starbucks just to hedge.
  • Still waiting for QC for 15450....pkl

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