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
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