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
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