Stoks
- Bought back into TSLA to play earnings next tuesday, made a agreement with myself to keep allocation to roughly 10K SGD worth.
- Unless prices really get even more attractive but will see how it goes.
- Big news over last week where Trump was shot, making markets fearful while crypto soared almost 15% over this week.
- Speech from Biden and Trump also spooked the market esp towards the semicon industry and additional tariffs for Chinese goods.
- DBS took a dump of almost 3.27% and OCBC 2.03% from last Fri closing, probably due to sector rotation as market prices in rate cuts.
- No issues as long the company can maintain its 50+% payout ratio and continue to increase profits Q after Q.
- Still see banks as a better play than reits, if banks paid 90%, yield will be at least 10% at current prices.
- No rights and issue of debt required for them as well so no dilution.
- Looking at the charts, TA may take D05 back to 36 which is a 6% yield, last bought at 36.46 around 5.92%.
- Sold out of entire QQQM position as influenced by ML where markets should start to slow down towards end of the year.
- Accepting my fate if things doesn't go my way.
US P/L 265375.55
SG P/L 62119.54
Down-ed approx 16.7K SGD from banks dumping.
263022.13 SGD, redeemed some for DCA
1.3406 USD FX
Plan to buy SGD if USD goes up more
Bought TSLA, Sold QQQM
64.08% Banks
0.43% US Tech
35.49% Cash
Life
- Trader fren kept his promise and returned a day before deadline.
- Went for 3 IPT this week, turns out they paid lesser than IPPT attempt probably due to shorter duration.
- Mini style appeared on the right eye and managed to pop it since the right always seems to be caused by continuous late nights and junk food.
- Decided to skip one day of push up so as to destress the eye but will still go for the light training at Bedok FCC...pkl
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