LJ TSLA

 Stoks

• As per title, fking hell sold TSLA at 216 on Mon, 3 days before earnings.
• Has been a long time since it beat it's earnings since the past few quarters, stock price rallied more than 20% and to close the week at 267.
• Really nothing to say about the stock, my timing couldn't be more accurate.
• But tbh, the gains isn't too significant due to my amount of holdings so still acceptable.
• Lucky TSLA investors, market was very bearish and results turned out otherwise.
• Very sure that the sentiment for the stock has changed and people are now calling ath soon.
• Sold my NVDA and IBIT and cleared IBKR cash into DBS and OCBC.
• Bought QQQM and JEPQ in Tiger and plan to DCA 1K every week until USD is used up.
• 2 more weeks to DBS/OCBC earnings, hoping to see a buying opportunity.
• Same thing for FOMC meeting, probably a 0.25 or no cut at all if not inflation will come back up and we will go back to square 1.

US P/L 264073.47

SG P/L 140863.35

HK P/L 163206.17

IBKR C64766.63 $65035.73

Down-ed approx 13K SGD for Tigers, 0.8K for IBKR

Subscribed USD MMF

63821.77 SGD

30000 USD

1.3167 USD FX

+QQQM n JEPQ

+DBS/OCBC

Pure SG div for broker diversification

Life

•  No much happening, met with fren on Fri and ate Dan Lao again.
• Tried his 126610, turns out the fitting isn't far off from my 114060 and surprisingly wears better.
• Will probably contact the 16610 guy again closer to year end if his listing is still available, seems like people may be spending lesser?
• 1 more month to fren's wedding and another 200 angpow to give her.
• Buay tahan and caved in to buying another BP 16610LN, shall see whether it satisfy my urge for a gen...pkl

ATH for DBS

 Stoks

• Big news for DBS, reaching ATH for now and up more than 30% for the year.
• However, OG investor AK71 mentioned a pullback that is coming for the stock based on the lower highs.
• Have not bought any DBS for the time being, will drip back divs next month once they go ex-div.
• US continues to go higher with no intention of slowing down.
• Sold some options of JEPQ, took some profit on NVDA and bought more TSLA n VUAA.

US P/L 264256.53

SG P/L 152469.84

HK P/L 163206.17

IBKR C65523.33 $65035.73

Up-ed approx 26K for Tigers, 1.6K for IBKR

Subscribed back into MMF

78049.36 SGD

17003.64 USD

1.3059 USD FX

+VUAA

+TSLA

-NVDA abit

Life

• Received the 2 watches from Trusty, so far so good. Quite impressed with the quality for the price paid.
• Initially wanted to buy a gen 16610 last Sat but changed my mind after weighing the costs.
• Still having the urge sometimes but tbh the money could be used for something better, need to think more carefully.
• Met with sec group at Home Dusk, place had a minimum of $50++ per pax, really cmi.
• At least the company was great, this kind of stuff will be lesser and lesser as more commitments take place.
• Applied for BTO, after 3 days of application, looks like the $10 is wasted based on the oversubscription rates.
• Trader fren returned 3rd and 4th payment on time, last 2 payments to go.
• Went back to BFF Yoha, spent $24 for 1hr only to accept the reality that climbing is not going to be permanent thing anymore.
• Despite the long break, crimps will still bring back the finger injury so no point...pkl

Bloody CCP pump and dump

 Stoks

• After all the big hype on how China will have a big bull market for this week after the golden week, end up fking the whole retail again.
• Bought 3067 on Mon hoping to take some 10% gains, ended up losing 10% the following day.
• To be precise, entire CN and HK market started dumping throughout the week.
• End up cutting loss on everything and taking almost 4K L.
• Luckily DBS managed to negate the losses by gaining 1.7% for the week.
• Still waiting for opportunities to buy and looking at its yield vs OCBC, still not as attractive.
• Earnings is less than 1month's time and based on JPM earnings and also US yield going up, this means higher for longer rates.
• Most probably another 0.5% cut for this year, too much will mean economy is bad.
• Bought back VUAA, dca more into TSLA after its 10/10 event, turns out stock will likely tank after every event.
• Plan to buy if big dumps happen like yesterday, topped up another 5K SGD into IBKR.
• Decided to test out JEPQ with 10K USD, div payout every first week of the month and after WHT, should still yield over 7%.
• Started CSP on TBL account for NVDA, main thing is to beat the SGD MMF rate of 3.2%.
• To break my 1.2m resistance, will likely have to buy more US stocks. Doubt DBS to be able to keep going up now.

US P/L 264197.61

SG P/L 126032.14

HK P/L 163206.17

IBKR C63923.50 $65035.73

Up-ed approx 10K for Tigers, 0.9K for IBKR

Put another 36k SGD into MMF, 66005.55

1.3009 USD FX, likely to appreciate 

-HK holdings

+JEPQ

+VUAA lumpsum

+TSLA

Life

• Will be getting my 2.4K from trader fren, after that will be 2 more payments before loan repayment.
• Got fren's wedding invitation for 30Nov at M hotel, probably last for the time being.
• Received QC for my 2 BP but still waiting for tracking status, the wait is so damn long.
• Went for my IPT for the year, 9 to go.
• Will be applying for BTO for KBG, fingers crossed to be allocated a 4rm there if not no votes to PAP...pkl

Flat week but dipped into china banks

 Stoks

• Not much happening but CN stocks continued their rally in anticipation of new investors coming in next week.
• Did some stupiak stuff, traded BABA and FXI for a loss only to see them go up.
• Bought into China banks as per ML recommendations, ICBC BOC CCB, total allocation is still less than 5%.
• Average yield around 6.4% after 10% dividend tax from CN but is significantly undervalued compared to local 3.
• But performance wise, still not on par with DBS so the reason keeping it as a small % of PF.
• State owned banks as well, no risk of JBB, will buy down every 10% if it happens.
• Banks will always earn, just lesser or more each time.
• Bought more OCBC in both accounts as their yields climb closer to 6%, sold FCT n CFA and deployed using those funds.
• Left with around 80K SGD for emergency, will really need to be prudent since cash % is under 10%.
• Still have approx 2 months before receiving last div of the year from DBS.

US P/L 264174.92

SG P/L 112356.64

HK P/L 196408.07 

IBKR C58185.92 $60034.73

Up-ed approx 5K for Tigers, 0.2K for IBKR

Put 30K SGD into MMF, 30002.53

1.2994 USD FX

+23000 BOC, 14000 CCB

+2000 LINK

+18000 ICBC

+2700 OCBC, -20000 CFA, 10500 FCT

-12000 CFA

+500 OCBC

-MSFT, META, GOOG, AMZN, HESAY, VUAA

Life

• Sibei suay, after stye on right eye corner recovered on Mon, started feeling the same in the middle of the lower eyelid.
• Turns out it spread to the other side, how i dk but so far almost recovered as I'm writing this post.
• Ended up buying 16613 bluesy and 16710 black from TT last Sun, still waiting for QC since its CN holiday week.
• Tmd, as I expected OCT had another 1% discount so I sort of lugi-ed 5USD just by waiting 1 more week.
• Time flies, it's the last Q of the year...pkl