Friday, 11 April 2025

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

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