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
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