Gupta retired, TSS officially took over.

 Stoks

• Tough week for the US markets, dropped about 2.5% for the past week as the official tariffs take place next week.
• PCE rose more than expected, together with long term inflation expectations from consumer sentiment. Higher for longer we come.
• Bought more into SCHG but dip keeps dipping. Hope to see some rebound since first support at 25.22 has been broken.
• Next price will most likely be the 24 level and then 21.75. USD bullets are getting lesser and fx is getting more expensive as well.
• Different for the STI where it tried to break the 4000 resistance but ultimately failed to due to big selling presures.
• DBS touched aths but only to close red, nevertheless still above the 20ma and 50ma. Just need prices to stay above 200ma. Doesn't matter if 20 goes below 50.
• OCBC has a lousier chart for now but all is good given similar patterns to DBS.
• China banks had some down days this time, planning to go in for next entry at 5.20 ICBC, 4.30 BOC and 6.27 CCB.
• Leaving Link reit as it is until it falls below my basis of 32.8.

US P/L 270003.63

SG P/L 323403.46

HK P/L 177238.38

Up-ed approx 29K from banks

1.3367 USD FX 

40037.91 SGD MMF

+ SCHG

Life

• Went for DBS AGM at MBS, first time there and will probably go there every year for the free $20 voucher. 
• Would have registered TBL account to take another set of voucher.
• Redeemed at 18 chefs, food was acceptable since free food best food.
• Takeaways at the AGM was fingers crossed TSS will perform as expected, no need to be fantastic, just maintain status quo of dividends wo too much compromise.
• Met some LKKs and saw alot of other shareholders.
• Long weekend for this week, nothing much since it's always holidays for me...pkl

Time flies, 1 more week to AGM

 Stoks

• A flat week for US markets, down week for HSI and up week for STI as blue chips recovered.
• Fed meeting on Wed, Jpow kept rates steady as no need to cut when economy is good.
• Local banks managed to have some recovery while STE went on a rampage to hit all time highs after saying to return more to shareholders.
• Bought into US markets again, currently hold GOOG and SCHG only for now. Will likely DCA to index every month.
• Dipped into CN banks via HKEX, bought ICBC, CCB and BOC in almost equal weightage. Div yield wasn't as good as local 3 but bought due to lower PE/PB and payout ratio.
• Seems like their payout frequency has changed from annual to semi-annual for now.
• Will continue to monitor for next price entry as HK looks about to test previous support level after YTD rally.
• 1 more week to DBS AGM and 16 days to ex div date.

US P/L 270103.01

SG P/L 293914.26

HK P/L 180228.01

Up-ed approx 30K from banks 

1.329 USD FX

40019.95 SGD MMF

7001.67 USD MMF

+ ICBC BOC CCB

+ SCHG GOOG

Life

• Had a past 3 days of consecutive rainy days, at least it has stopped as of writing.
• ISP premiums will be deducted next week, another round of higher prices.
• Nothing much to update for this week...pkl

Worst week ever, almost negative ytd

 Stoks

• Was still a negative week overall for the markets as Trump does didn't rule out the chances of recession.
• This wasn't something that was pleasing to hear as stocks sold down in the first 2 days.
• Dbs dropped more than 3% and together with OCBC of 2%, amounted to almost 35K drop on that day.
• Tariffs were being used on and off, matter of time before it becomes immune to the market.
• CPI data was lower than expected of 2.9%, data came in at 2.8%. This gave a slight boost to the tech stocks after being beaten down on the previous days.
• Reits was the best performing class for the week, my timing to sell FCT at 2.07 was really a bad one.
• Prior to the data release, FCT rallied hard first before other blue chips followed.
• Bought into more banks but at a slower rate, capital is quite low at 5%. Will need to conserve ammo for now.
• So far still above 200ma which means long term uptrend is still unbroken.

US P/L 270128.30

SG P/L 262338.06

HK P/L 179890.44

Down-ed approx 48K due to banks dump

Life

• Went for overseas trip with sec school frens to KL over the weekend.
• Trip to KL was abit shaky as the pills bought from Shopee weren't as effective as previous medication. Experienced a little of cold sweat in the flight.
• Ended up buying some pills from the pharmacies there. Should be able to last for a few trips.
• Trip was decent just that the planning was abit bad and room was not as optimal as preferred. 
• Perhaps reconsidering better lodging conditions in the future trips. Went for a siam tiu visit but not really my kind of stuff. Can say waste of money but just an experience.
• Extended staycation for Mario Wang, picked him up after trip back on Mon.
• Had some wtf moments at KLIA, somehow only my passport failed the egate and had to queue in order to get passport stamped.
• Somehow by luck, I managed to glide through after help from some kind foreigners.
• Spent a total of under $300 for the 3D3N trip, was a decent 7/10. Some stuff could be better tbh.
• First time doing 2 foot massages on consecutive days but was worth imo...pkl

Tariff week

 Stoks

• Flat week for SGX but big down week for QQQ where almost 3% loss compared to last Fri's closing.
• Most of it was due to Trump imposing his tariffs after postponing for a month.
• Just before the week ended, he decided to prata again which then made markets moved up towards closing else it would be at least 4% down for the week.
• Powell said no hurry to cut rates although there were still some uncertainties going on due to orange hair man.
• AVGO beat estimates and recovered some of it's losses since last week but still painful when it dropped 17% in the current month.
• PF had very minimal movement due to USD dropping which negated the small gains from the banks.
• Also took some Ls and bought back lower for some of the US stocks.
• Started back a new position in TSLA after it filled the gap back at 250 made during the Nov elections.
• Let's see whether the 215 gap will be filled or not.
• NVDA next support still stands at 100, PLTR at 72 and chart shows a bearish flag, will be looking to buy AVGO at 160+, big H & S for SOFI so no hurry to buy.
• Approx 1 more month before banks started to ex div, bought 10000 shares of CFA for TBL.
• Got into a new position in HSI also, just a small 1.8% for now.

US P/L 270737.13

SG P/L 309981.70

HK P/L 177150.44

Down-ed approx 0.04K due to FX

1.3263 USD FX

+ PLTR/NVDA/SOFI/AVGO/TSLA/2800/DBS

Life

• Less than a week to KL trip, time to spend some moolah.
• May not be able to update PF in time for next week since will only be back on Mon night.
• Other than that, no much stuff this week...pkl