Saturday, 25 January 2025

ICT over, first week for Trump

 Stoks

  • Strong 1st for markets as Trump was officially 2nd time president on Mon.
  • Somehow he made many new millionaires from his TRUMP coin, from 0.2 to highs of 90.
  • Solana also reached ath of 293 before coming back down.
  • Bought back into LINK REIT after prices became more attractive, went abit too heavy in the start but total % is still small compared to banks.
  • Bought 5 TSLA at 410 and another 1000 shares of CFA for div.
  • Still left with 8.33% for cash holdings, planning to buy reits unless banks do a big dip.

US P/L 271301.10

SG P/L 265523.95

HK P/L 159787.83

Down-ed approx 8K SGD for the week.




1.3417 USD FX

15403.02 USD MMF

40034.41 SGD MMF







+ TSLA

+ LINK

+ CFA






Life
  • Ended ICT after 2 weeks, bloody fast this time.
  • Surprisingly lower pay this time round but fk it.
  • Went for car servicing and spent almost $600 but managed to pass Vicom inspection on the first try.
  • CNY next week, time to collect angpows for a jobless 31yo.
  • Poly friends gathering on Sunday, another round of kaypoh-ing.
  • Sec school friend this time dua taiji liao, atb to him...pkl

Friday, 17 January 2025

Biden retired officially.

 Stoks

  • Week started off bad but managed to close higher towards the end.
  • Bought more of NVDA, PLTR, IBIT, TSLA, CFA and NETLINK on the first 2 days of the week.
  • Added TSM one day before earnings released but only 1K USD worth.
  • CPI came in better than expected which caused markets to start moving upwards from Wed onwards as it would mean less need for rates to stay higher.
  • Purchased some reits for TBL account also.
  • Trump will take office next Mon, just nice a PH for US.

US P/L 270370.92

SG P/L 272918.73

Down-ed approx 2.8K SGD for the week.




1.3637 USD FX

15390.04 USD MMF

40010.36 SGD MMF







+NVDA/PLTR/TSLA/IBIT/TSM

+CFA/CJLU







Life
  • Went for ICT, first week has ended. Damn fast to see time flying by.
  • First 2 days of medic refresher, followed by 3 days of nua-ing in unit but no complains since base pay of $1600 pro-rated.
  • Went to find Lao Kaypoh twice before bringing him back end of next week.
  • 3 working days and 1 day of outing for next week before next cycle in 2026...pkl

Saturday, 11 January 2025

Correction coming soon?

 Stocks

  • A downweek for US indexes mainly due to a few reasons, first the LA fires and then strong jobs data which means lesser chances of rate cuts due to stronger economy.
  • BBs are not buying the dip as much as last few weeks.
  • Banks went higher on Wed for no reason but OCBC managed to hold it's gains to reach ATHs while the other 2 touched and retraced.
  • OCBC came out with the news of share buybacks.
  • Still not buying any unless they get attractive enough cause yield isn't worth it for me.
  • Sold all of my QQQM and bought into NVDA, PLTR and IBIT.
  • Gonna start to deploy capital more carefully into these stocks as higher for longer.
  • Got a little more of CFA reits this week also.

US P/L 268761.04

SG P/L 277383.80

Up-ed approx 18K SGD for the week





1.3671 USD FX

15376.92 USD MMF








+ NVDA/PLTR/IBIT/CFA

- QQM





Life
  • Got into a bad flu plus cough since last week, still having the runny nose and phlegms.
  • Rainy days since it started on Fri, estimated to last till Mon/Tues.
  • Burden Wang went for his long staycation as I will be going for ICT next Mon to next next Fri.
  • Rabz to next 2 weeks of early bird.
  • Nothing much happening for this week...pkl

Friday, 3 January 2025

First week of 2025

 Stoks

  • After last week of dumps from the BBs, market is back in action.
  • PMI data was 'better' than expected so market went up.
  • TSLA missed deliveries but somehow managed to gain back all the losses the day before.
  • As usual, dips are meant to be bought, all part of the BBs plan to pump, dump and repeat.
  • Local banks took some dips while reits started their recovery journey.
  • Consolidated VGT into QQQM for easier DCA, bought $100 of TSLA and PLTR for fun.
  • Ex-div for CFA, got around 339 SGD to receive next month.
  • 1 more month to banks' result, most likely to beat and extra div declared.
  • Left around 5% cash in USD to buy the dip, dca will reduce/stay flat if markets goes up.
  • 47 weeks to be used up based on 1K weekly.

US P/L 269757.71

SG P/L 257928.71

No more HK P/L

Down-ed approx 3K SGD ftw




1.3657 USD FX

35042.38 USD MMF








+QQQM/IBIT/TSLA/PLTR
-VGT
Consider to just get NVDA add on






Life
  • 9 more days to ICT, gonna need to memorize the boliao stuff again.
  • Kena flu passed down from sis to mother to me, rabz.
  • Met with sec sch frens on Tues at Harry's, actually quite good for the price there.
  • Donated $2 again to Toteboard, seems like I never learn my lesson. 0 wins since started, really waste of money.
  • Approx 3 more weeks to CNY, same old stuff again...pkl

What a week

 Stoks ATH for US markets after a lot of money pumping, nothing to say much tbh. Big tech keeps going higher and higher and NVDA officially ...