Saturday, 8 March 2025

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

No comments:

Post a Comment

Ex Div, back to u50

Stoks STI 4230.53 Nasdaq 21622.98 DBS went ex div on Thurs, stock went up earlier in the week to reach highs of 51.45 before closing the wee...