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
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