NVDA broke 1k

 Stoks

• No purchase of SG stocks this week
• Market was flat throughout the week but still managed to continue going up due to div from DBS and OCBC.
• Will be receiving another sum of 671.59 from FCT next week.
• Opted for scrip shares for MLT after seeing most people doing so as well, current price at 1.37 and scrip price at 1.322.
• Will get around 1060 additional shares on div date and $2ish in cash.
• Have set GTC limit prices in case MLT suddenly tanks back to under 1.30
• Went into CSPs for TSLA and AMZN, intention was to jinx TSLA back to 140 while getting some peanuts premiums.
• Reason being since the cult is always there, they will be there to prop the price up.
• NVDA beat earnings, what's new... and broke ATHs again to close at 1064.
• Too bad to miss this AI play but oh wells people will fomo into it due to 10 for 1stock split announcement in June.
• Suspect price to continue going up till 7June where profit taking will happen.

 

US P/L 274708.10

*SG P/L 53055.94

*Received banks div which boosted amount although flat market

 FCT div next thur

HK P/L 192977.35

40052.32 USD (1.3459)

149534.48 SGD, subscribed 30K

31.98% Banks

40.27% Reits

17.25% Cash

10.49% US Tech

Life

• Received report from RMG, went for review with doctor from Tampines 1 outlet.
• Fortunately not much issues compared to 4yrs ago, other than being slightly fatter.
• Met with friend from F3, went to UYB for dinner.
• Didn't check menu timings and end up eating KBBQ instead.
• On hindsight, wasn't too bad but slightly more pricey than OBBA.
• Went for dessert before going back at 9...pkl

Meme pump and China bull

 Stoks

• MSCI SG removed 5 local stocks including 2 in the portfolio, MPACT and MLT.
• Both stocks fell as much as 3 to 4% when market opened on Wed.
• Sold off A17U at some losses and deployed some of cash into all three Mapletree holdings.
• On hindsight, it was a good move as CPI data that night came better than expected resulting in a strong bounce the following day.
• Seems like HK stocks from ML picks are going higher and higher, good news for the holders after such a long bear market.
• Reason could be US market being too expensive thus funds going into HK markets.
• Anyway, hoping for the recovery of HK/CN so as to boost reits which have businesses there.
• GME went on a small squeeze after DFV posted a picture on Sun, price went from 17 to 70 at the highest and closed the week at 22.
• Congrats to those who made gains on this pump.
• Bought 500 more DBS, still waiting for OCBC to hit the 6% yield before buying more.
• No actions for MSFT, only selling calls for some 13 USD which isn't too bad.
• Next week will be a fed speech given the schedule of the economic calendar, looking forward to cuts confirmation.

US P/L 272471.85

*SG P/L 47095.24, 

Still waiting for FCT's div to reflect in corporate action

HK P/L 192977.35

*Up-ed approx 8.4K SGD ftw

40011.90 USD

119447.25 SGD, redeemed 23K

32.15% Banks

40.79% Reits

16.75% Cash 

10.3% US Tech

*Will be receiving 6k+ from 2 banks next week

Life

• Debtor returned 2nd of 1.2K, gave notice for 3rd n 4th payment to be combined.
• At least it was given beforehand notice so no issues with that.
• Still waiting for RMG report, its been 2 weeks. Will have to call if no news by this coming fri.
• Met up with some of them, congrats to the soon to be father.
• Checked the payouts to be received in the next half of the year, excluding medisave a total of 2.05k.
• Good for a jodless guy like myself...pkl

Ex div for DBS n OCBC

 Stoks

• SG banks has released all their earnings with DBS n OCBC still outperforming this Q although talks of potential cuts may hurt their business.
• UOB was not spared as their results were not as good as the two but still managed to recover slightly over the week.
• Sold off with dividends for a profit of around $300 after seeing Cory doing the same as well.
• Tbh, its not worth holding UOB giving 5.5ish% compared to DBS/OCBC at 6+% with higher metrics.
• Will consider should prices fall to at least 28 and below for a 6% yield.
• But as AK71 mentioned, the yield may increase should they decide to pay a higher yield by increasing payout ratio.
• Will continue to buy in if necessary, same go for reits even though some rebound but not all is green even with dividends.
• Looks like CN/HK are on the rise, too bad paper handed Link and Ping An but oh wells, at least recovered back w SG.
• Bought into MPCAT after seeing ML video, MIT/MLT/AREIT and some OCBC after their ex-div. 
• After their results released on Fri morning, they had plans to buy over remaining stake of GE which means a potential higher ROE.
• Thats the end for ex div in Q1, remaining payouts will be distributed till the end of June.

Notch bad for DBS n OCBC

• Closed my MSFT 410C on Mon before the runup and walked away with 6.94 USD, even with another 420C profit, still down 297.68 in option play since re-entry.
• Fortunately offset with the increase in share price for now. 

US P/L 271187.12 

SG P/L 38942.68*

*Not inclusive of MPACT/FCT/ME8U div

HK P/L 192977.35

142775.74 SGD, 40K topup

MPACT addon

30.4% Banks

41.2% Reits

18% Cash*

10.31% US Tech

*Lesser due to pending of Div payouts till end of June

Life

• Managed to hit 40 push ups for 1min max, good improvement since end of March?
• Hopefully situps will be trained from running, will attempt in July where weather hopefully becomes better.
• Being stuck in finding variations for training soon...pkl

Went back US

 Stoks

• Went back into US market this week.
• Bought into META and somehow fked up only to see it rebound like always.
• Got MSFT as well but sold calls against it till next week, if itm will make approx 2K profit.
• Bought another 8K worth of reits since Banks have been shooting up continuously esp DBS.
• Received the extra shares and funds are really buying into higher for longer, pre split now at 39 and company became first SGX stock to hit 100B.
• Really a good timing to get into few months ago.
• Fed meeting not planning to cut as expected and despite some bad news, US went back up.
• China bull market has arrived, good for MLT i guess?
• SSB rates for next month at 3.33%, will be applying 20K each and recycling 10K from the 3.07 tranche for July.
• No change to buy reits as they go down.

US P/L 269154.41

SG P/L 35140.73

Up-ed approx 14K after receiving extra DBS shares, ath for UR P/L

102703.71 SGD

MSFT addon

30.6 % Reits

35.6 % Banks

23.6% Cash

10.3% US Tech

Life

• Went for RMG checkup, paid $669 for package plus liver ultrasound.
• Cutted hair since weather affects running ability.
• Vacuum cleaner has uplorry, suspect the circuit inside has fried up...pkl