Meh week for PF

 Stoks

• SPY closed above 600 for the week, bull market doesn't want to stop.
• Flattish week for SGX, DBS fell but recovered in the last 2 days.
• Some upwards movements for my 3 reits but still hoping to buy more to add to holdings.
• Took some Ls in NVDA options, the stock really likes to mindfk investors.
• Bought some at the 134 down to 132 range, looking at charts, strong support at 132 to 133.
• TSLA still strong, dropped to 328 but recovered back to 345 on Fri's closing.
• Nothing much to expect except till last FOMC meeting for the year in 2.5weeks time.

US P/L 266745.85

SG P/L 230539.99

HK P/L 163206.17

Down-ed approx 2.7K SGD 

1.3352 USD FX

Chacha with IBIT n PLTR

Life

• Sold my Seiko 5513 to happy buyer.
• Joined sgrep tele group and traded my APRO for a Hulk from ZF.
• Drove to Yishun just to make the deal but looks like a better deal due to the extra stuff modded.
• Oiled the glidelock, have to make it smoother.
• Going for poly fren wedding later, hope for a good weather during the drive there later.
• Looks like AP payout will be next week and not this week...pkl

Pulled the trigger, bought the 16570

 Stocks

• Not much movements for the main indexes as funds are flowing from big tech except TSLA into crypto and small caps.
• Nothing much to say bout crypto but only just going up and up, who is buying?
• Matter of time before BTC hits 100k, meanwhile MSTR is going yolo with borrowing money and then pledging to buy more BTC.
• Sounds like LUNA back in 2021, stake, borrow, buy, stake and repeat.
• Traded PLTR for a L as usual, sold to see it go up.
• Bought a little more of NVDA, TSLA and IBIT for US markets.
• DBS is still consolidating between the 41 to 43 range for now, no hurry to buy for now unless it goes back down to minimum of 40 before considering.
• Dipped 2.5K each into MIT, ASCD and CICT since reits boat is coming back and all 3 yields are starting to get alittle attractive.
• Bought some small amount of ASCD and CICT for TBL account as well. FCT is still not as attractive until at least $2.
• DBS dividend will be coming next week so another 9K+ into cash position.
• NVDA earnings didn't move the stock much as market doesn't like it apparently although it's a definite beat.
• Continue to sell puts on both NVDA and TSLA, IBIT started to offer weekly puts, may look into it.

US P/L 267568.91

SG P/L 232170.99

HK P/L 163206.17

Down-ed approx 7.6K SGD due to banks, DBS div coming on Mon

1.3423 USD FX

+NVDA, TSLA, IBIT

+ MIT, ASCD, CICT

Life

• Finally did the deed, saw the listing of 16570 and seller gave a good price.
• Went down to LP and bought the full set for $8500.
• First gen RLX at 30, let's see how it goes every 5 years, perhaps an upgrade every period?
• Went for SQG praying, met up with relatives.
• Poly fren's wedding next week and then getting AP cash around the same time.
• Sold the WD BB54 to clear some of the old stock.
• Rainy weather this week, received VSF starbucks yesterday. Worthy purchase just that glidelock needs to be oiled...pkl

21/11/24

DBS another highs after ex div

 Stoks

• Another good week for banks, up another 1 to 2% for DBS n OCBC.
• Looks like BB still want to push prices higher until yield becomes less attractive or maybe its just the banks doing buybacks.
• Bought back in TSLA, NVDA and IBIT since all 3 sort of hedges each other together with local banks.
• Interest rates fluctuations will be beneficial for portfolio.
• Made some coffee money from options, will continue to buy every fixed amount of $ drop for the two stocks.
• NVDA earnings after next Wed's market close, most likely to beat so bought some shares in advance.
• If not, will gladly buy at 130 n 125 CSP strikes.
• Powell said no urgency to cut rates anymore with a strong economy, good news for banks to benefit more.
• USD has been strengthening as well this week, highs of 1.34, means inflation will come back.
• Opened 2 new CSP for TSLA at 270 n 265, should be quite safe but will sell another one based on Mon's price action.

US P/L 265461.87

SG P/L 242757.50 (DBS div included)

HK P/L 163206.17

Up-ed approx 24K SGD for Tiger, some Ls for US stocks

1.3394 USD FX

+TSLA, NVDA, IBIT

Life

• Curryna, trader fren chut pattern again, got so hard to forget to update meh?
• Anyway, lucky for DBS to huat if not cfm dulan.
• Really cannot lend money to this kind of people, bo basic respect for lender.
• Received my 16610 after almost 17 days, looks good for the price. At this point, seems like not worth to go gen.
• Save the cash, buy some stocks or use it for something else.
• Ordered starbucks from new dealer at special price of 433USD. almost 100USD+ cheaper than TDs.
• Down with RSV since few days ago, cough and flu. Sadded but probably another 2 days of recovery.
• 2 more weeks to poly fren's wedding, another $200 of AP.
• Almost 1 more mth to Christmas day...pkl

Trump won, tsla crypto to the moon, PF 52 week high

 Stoks

• As per title, Trump won the election and sent the stock market flying, esp TSLA which reclaimed 1T MC as of this week closing.
• BTC reached ath of 76K+ while alt coins are slowly playing catch up.
• Local 3 banks also beat earnings and UOB became the winner this time around with 11% in the week, followed by 8% by DBS and 5.5% by OCBC.
• First 2 mentioned buybacks while OCBC maintained its stance of giving divs instead of buybacks which actually is better cause no point to buy back at ATHs.
• It will eat more into their cash balances but heard it was due to tax reasons.
• Took early divs on DBS via selling 2.7% of holdings of 500 shares, plan to take half to get my gen 16610 next week.
• TSLA went crazy and broke 300 barrier since 2022, did some CC and got called away. Realized around 3K SGD worth.
• Profit is still profit, no point to hindsight when you didn't dare to buy the dip at low prices.
• Sold MSFT, left with META, NVDA and GOOG.
• Opened 2 CSP on TSLA at 260 n 270 next week, if it gets assigned so be it.

US P/L 267593.73

SG P/L 215887.29

HK P/L 163206.17

IBKR closed position

Up-approx 90K SGD for Tiger

1.3214 USD FX

-MSFT, TSLA

Life

• Went for 16610 viewing at Centrepoint, was supposed to get it on that day but had some issues with the winding.
• If based on salesperson's words that it will get a full overhaul then it will probably be a good thing.
• Est time to repair will be a few days but should be ready this coming Fri.
• 10K for a full set, A series, will give a detailed look again.
• Went for Tiger event at Suntec, got free goodie bag and ate at Shake Shack.
• Will learn to treat myself better, why so stingy when you never know what will happen tmr?
• 2nd last repayment from trader fren next week, hope no pattern on that day...pkl

Went back into US

 Stoks

• Decided to go back into big tech after some of them got sold down after their earnings.
• Bought the usual suspects, TSLA, MSFT, GOOG, NVDA and META.
• Waiting for AMZN if opportunity comes, it beat earnings estimate and almost broke 200 but fell down on the closing.
• Did some stupid options play again and lost almost 500 SGD, fk this shit.
• Sold DBS/OCBC in IBKR only for them to close higher in the day, bought back 10K worth of OCBC in Tiger.
• Earnings for all 3 banks are to be announced next week with DBS first on Thur, followed by OCBC/UOB on Fri.
• Should not have too much of a disappointment i feel.
• If market decided to go crazy, will buy more then as long the cores are not affected.
• Election next week and also FOMC meeting where they will decide another 0.25 or 0.5 cut.
• CFA dividend next week, estimated to get around $100 plus in cash.

US P/L 263475.18

SG P/L 130978.83

HK P/L 163206.17

IBKR C63269.65 $64612.10

 

Down-ed approx 11K for Tiger, 1.1K for IBKR

Redeemed all MMF

1.3219 USD FX

+Big Tech

Left with 63269.65 in IBKR to be WD

Life

• Still waiting for 16610LN QC from Trusty, it's been 6 days and going even without the long holiday previously.
• Went to FEP to window shop for some RLX, still very hard to decide whether to go gen or not.
• Time flies and it's the month of Nov, 1 more month to go to see how well the PF has performed YTD...pkl