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

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

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

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