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
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