Stoks
- Finally after more than 2 years of rate hikes, JP lowered rates by 0.5% for the first time although I expected 0.25%.
- 0.5% originally signaled bad news as higher cuts would mean something wrong was going on in the economy.
- But he assured all is well before markets broke ATH the next day.
- Didn't buy anything in the US markets but went into FCT for my main portfolio, I always liked the reit due to its pure exposure to SG only.
- Got a few buys totaling to 10K shares, averaging 5.2% div pa.
- Will continue to buy more as prices go down, take as diversification from banks and locking in the rates as MMF goes down.
- Wanted to get more Link reit but seeing it rally to almost 40 made me hesitated.
- Another strong week for SG banks esp DBS, big bois must be finding places for funds from MMFs to higher yields.
- All time high close for DBS, still at 5.5% yield not too low yet.
- Still have around 170K cash in 2 separate accounts for dip buying.
- Tbh i don't know where to deploy funds if I were to realized DBS gains, US def no go, HK not really into them.
- No point to kill my goose unless DBS shoots to 60 then perhaps may trim.
- PF actually hit 52 week highs but still very far from ath since 2022.
US P/L 264205.44
SG P/L 138484.86
HK P/L 184143.40
IBKR C58134.56 $60034.73
Up-ed approx 22K SGD for Tiger, 600 SGD for IBKR
140708.54 SGD
1.2872 USD FX, currency getting whacked.
+10000 FCT
Life
- Burden Wang has been a naughty boi this week, from wanting to bite neighbour's cat in the start of the week to actually chasing the bicycle when the leash was dropped.
- Getting angry and biting the treadmill which has officially become its biggest enemy now.
- Even scrapped my foot when I brought him to lvl 7 cause he decided to long me as I ran up the stairs.
- Thinking of buying RLX again, jialat the addiction is real. Looking at starbucks, godzilla and vintage GMTs...pkl
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