Most likely bottom liao

 Stoks

• News of de-escalation of tariffs between CN and US swept the market, CN denied while US didn't.
• Markets loved the news and went up more than 7% for the week for QQQ.
• Most of the tech stocks have went back up but still negative YTD except a few like NFLX and PLTR.
• GOOG beat earnings with good results and got sold down the day after while TSLA missed badly and rallied >20% this week as self driving was 'approved' and boss is going back to work.
• Market manipulation at it's best.
• Bought a call only to paper hand and see it go up more than 2.5x the value, fts.
• Always felt like shit when TSLA rallied for no reason, bought 6 at 277 to sell at 283.
• Net net negative after accounting for TXRH sale.
• Lesson is fking US market can and will find all sorts of reasons to move.
• Not much movements for local banks but good to see some recovery this week nonetheless.
• Around 3% down YTD compared to QQQ 7.38%, may start to see the gap covering if Trump doesn't speak nonsense.

US P/L 269304.15

SG P/L 224210.00

HK P/L 162005.15

Up-ed approx 37K SGD

1.3101 USD FX

New update from TB UI

so new format for holdings

- TXRH

+ MSFT

Life

• Heater decided to play punk after one of the heat modes went crazy, ordered the same model and got it fixed on thurs.
• The connecting water hose followed and had to be replaced, thankfully to have access to bao kar liao shops.
• 1 more week to polling day, nothing much to be surprised...pkl

Early post for this week due to Good Fri.

 Stoks

• Quite a positive week for local markets but not so for US markets as Trump continued to wreck havoc across with his relentless nonsense.
• Powell came out, said no rate cuts since tariffs will be inflation and will not be influenced by President to cut.
• Saw some slight recovery for STI, banks up slightly and DBS going back up 40 for now.
• S63 broke new highs despite all these uncertainties around the world.
• Bought 2.2K shares more of DBS this week, won't be adding anytime more unless it goes to 37 else will just drip in with divs.
• Went back into US markets a day too early, now tiny red across 5 positions. Reason being USD being cheaper which makes sense changing some to DCA in.
• Waiting for certain support levels before adding more, no rush to buy tbh.
• Currently left with 17.7% cash, in future will keep at least 15% cash for a peace of mind war chest.
• May lose out on opportunity cost but always good to have cash on hand for just in case.
• Tbill last cut off at 2.3%, time for savers to look in banks/reits before yields get really low.

US P/L 268597.49

SG P/L 186640.14

HK P/L 162005.15

Up-ed approx 65K SGD as investors flock to safer SGD assets.

1.3072 USD FX

188082.43 SGD MMF

+ASML/AMZN/META/TXRH

Life

• Election day announced on 3rd May on a Sat, ffs.
• Expect nothing to change, anytime new so be it since prices are only to keep going up.
• Nothing much for this week...pkl

Cham, down more than 160k in the past week. Ytd officially red.

 Stoks

• Wasn't expecting such big drops in local 3 on mon after dropping more than 54k last fri.
• All the counter tariffs here and there saw a big dump in STI, first time sinking more than 8% in STI on a day.
• Woke up expecting a 50k drop but came out to be a 135k drop with DBS falling 15% at 9am.
• Did some portfolio changes asap since the drop was expected, now is the time to rebalance and trim counters which had lesser convictions.
• Sold entire OCBC at 15.30, bought into DBS with 2/3 of the funds. Somehow just prata-ed here and there and ended up sell low and buying high.
• Did the pf changes math, still similar asset value. Would have been better to just buy the dip more than doing stupid shit.
• Thanks to orange hair, who manipulated the markets by pausing tariffs after shouting time to buy on wed.
• Markets had a gigantic rebound on Wed night and Thur morning.
• Seems like I still haven't learn not to do stupid moves in market crashes after 4 years in.
• As of closing, only holding DBS, GOOG and cash in MMF.
• Plan to just slowly DCA into DBS or just make it just enough to replicate previous div payout per amount. 
• Another 5000 shares will be just right but at this point of uncertainty, I believe negotiations would between US and CN might take place over the weekend.
• Should i just whack the amount of shares, cash will be left with 118k ish.
• Future dca dips will have to be very conservative, looking at US market seeming to bottom already.

US P/L 268735.27

SG P/L 121648.55

HK P/L 162005.15

Down-ed approx 128K SGD ffs.

1.3154 USD FX

108014.10 SGD MMF

Life

• Went to see sister new BTO at hougang, good to see her have a new phase of life.
• The inevitable scenario of her moving out will be in around 3 months time, things will def change but that's life.
• Gotta enjoy every moment from now till then...pkl

Liberated from the profits thanks to TRUMP

 Stoks

• Worst worst big drop in the week for now, markets has officially entered a bear market with more than 20% drop from the highs.
• Both S&P and NASDAQ fell more than 10% in the past 2 days after the mad man decided to blanket tariff the entire world. Expected a u-turn tbh, looking at how markets rallied before that.
• Anyways, can't do nothing much other than to slowly buy the dips down. Just gotta be patient as other countries may follow CN to retaliate with tariffs to US.
• Recession seems to be more likely to happen given what may happen if the tariffs really take place.
• Trimmed some US stocks bought over this week and added MAG.
• Will make more sense to add individual stocks when prices are lower than usual.
• Local banks followed the path of big US banks and dropped big, eating into my UR gains.
• Left w slightly more than 4% cash, plan to trim some from the HK side to fatten up reserves.
• Bought DBS too hastily at 45.58 before the day of drop, added another 100 at 43.59.
• Next buy will be 41.65 and plus it is going to ex-div on the following Mon which means very likely to hit the price since there was another big drop in financials today.
• Looking at TA, there is a gap to fill at 39 :( toh.
• Perhaps may rotate some OCBC into DBS.
• So far, still have around 25% and 16% of MOS for both banks, will be sed if it breaks but shall see again.
• Buy no scare, scared no buy.

US P/L 268786.68

SG P/L 246886.83

HK P/L 178418.38

Down-ed approx 77K SGD from Trump

1.3376 USD FX

+ MSFT AMZN GOOG DBS

Life

• Went for kyp ROM, count down to the inevitable has begun. House viewing for her next week and reno will commence the following week.
• Woke up early for QM festival, went back to Senang for the Meepok.
• Hospital premiums to be deducted this week and pkl...