Friday, 26 April 2024

Is it a dcb or bottom?

 Stoks

  • Small rebound for reits from last week, HK went on a super bounce.
  • US markets still a little way to go back to all time highs despite lower GDP n higher PCE.
  • TSLA even though missed earnings with bad bad results, managed to bounce up due to oversold technicals.
  • Nothing much to say about US markets nowadays given they always go up like NVDA.
  • Sticking w SG reits but will go back US if prices are right.
  • Bought more banks this week, added UOB into portfolio at 5.57% yield.
  • Set limit orders for every dollar dip down.
  • Cash on hand at 35% which can be utilized further imo.
  • Value has reached 700, a number not seen since last year.
  • SSB seems to have a chance to go above 3.06% this coming month so kiv.
  • Last tbill cutoff at 3.74%, looks like still higher for longer.
  • But SGD mmf went down to 3.47%, dk if a glitch or what.

SG P/L 21264.23

Up-ed approx 5K ftw






201954.30 SGD









UOB addon





30 % Reits

34 % Banks

35 % Cash


Life
  • Can start to see improvements in push up after training every 2days since more than 1 mth ago.
  • Manage to 40 pull ups in 5mins, will cut down on push up rest timing slowly and implementing sally routine.
  • Starting to gian 116233 for my upcoming 30th BD lol, waste of money though.
  • Went out of btc in IR, will use it to cash out from KC...pkl

Friday, 19 April 2024

Walao SG reits

 Stoks

  • Big red week for reits, literally down 5 days straight for the week.
  • As usual rates cuts are getting lesser and lesser or even not cutting at all for the year.
  • Started buying on Mon only to see them going down each day.
  • Took L for CFA after deciding that some of the holdings were not ideal to moi.
  • Bought more into the 4 reits after taking the capital from CFA.
  • Will continue to buy if it continues dropping.
  • Lost approx half of SG gains in this week alone, very blue black.
  • US started its correction after both Iran and Israel started shooting each other.
  • Meanwhile Tsla closed below 150 since last Jan and given earnings next week, high chance to go under 140.
  • BTC halving has completed but staying on course for the daily $20 dca.
  • 0.01029155

SG P/L 15996.36

Down-ed approx ~18K ftw





320353.16 SGD









Sold CFA at a L





29.5% Reits

21.5% Banks


Life
  • Debtor paid first of eighth payment 1 day before schedule which was surprising.
  • Hope he does the remaining as expected and not chut pattern.
  • Decided not to go for JB trip as no feeling...pkl

Friday, 12 April 2024

Thats it for US.

 Stoks

  • Sold out of entire holdings on Tues and converted entire USD cash into SGD at 1.3395 only to see it slowly creep up to 1.356 as of writing.
  • Would have gotten at least 5K more SGD if were to slowly convert, no luck.
  • Bought into reits after much consideration, since US is expensive while SG reits although lower yields than banks, have chance for Cap Appre.
  • Mainly CFA as the reit etf yielding approx 6% as of current price.
  • Bought into A17U, J69U, M44U and ME8U as well, all at least 5.6% yield pa.
  • Currently vested 48% and remaining 52% in MMF earning $40 per day.
  • Set some limit prices for the individual reits and will DCA accordingly for CFA.
  • Btc daily DCA as per usual, $20 per day.

SG P/L 33292.99

Up-ed  ~1K ftw





Changed to SGD
407000 SGD










CFA has overtaken DBS as #1





27.3% Reits

20.1% Banks


Life
  • Debtor is to repay in the following Mon, let's hope he does what he say.
  • Will remind at 7pm should he fails to auto by then.
  • Part of me wants to give in but this 10.8K could be of good use, so unlikely.
  • Need to chase as part of basic courtesy...pkl

Saturday, 6 April 2024

Tesla fsd out soon?

 Stoks

  • Closed at 171.19 after hours from last week of 175.05.
  • Share price went to lows of 160 ish after news of model 2 being cancelled but turned out to be fake news as per EM.
  • Came out with fsd being delivered in Aug as markets were about to close.
  • Just have to take things w a POS esp if its from the mouth of him.
  • QQQ opened high to start the week but fell hard after this guy said rates weren't necessary given how strong the economy is.
  • More people were getting jobs and unemployment under 4% doesn't justify the number of rate cuts.
  • Having inflation controlled isn't the priority compared to people being unemployed in order for them to think about cutting.
  • Sold off QQQ on Fri, DBS had ex div on the same day as well.
  • As of now only 15% invested in equities, the rest in funds/option plays.
  • Opportunities will come, to my self.
  • Rolled options to exp on the same week, took some USD MMFs out for weekly plays. 
  • Fingers crossed not to get burned.

US P/L 268759.93

SG P/L 32689.89

Down-ed ~2K ftw





1.3451
570164.36 USD (663.69)
Redeemed SGD MMF 








Left w SG for now




Life
  • Got some random cough, possibly summer flu.
  • Bloody fking weather.
  • Got activated for the first time, went back for 1hr plus on the Sat.
  • Otherwise, a relative slow 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 ...