Stoks
- Not much movement for indexes this past week although there were some big movements in memestocks.
- No fed cut as expected this meeting, next will be Jun but foresee no cuts as well.
- Bought into 8 new positions this week cause fk it.
- Followed Contraturtle position for Axon and Nflx, rather buy high than miss out.
- Went into MIT at 1.97 and also BABA/TECENT via SDR. Small small positions just to start the ball rolling on them.
- Earnings for 3 local banks have been reported, all reported lower YoY drop in net income but wealth management portion was a big jump.
- Tariff effect has probably not set in yet and DBS is still under Gupta work for Q1. Can only see TSS power next Q.
- Ex div next fri and payout on 27th Tuesday, may just drip back 400 shares next fri. Def not going to add any more above 40.
- Don't mind just holding and collect the 2.6% from MMF.
- Bought back OCBC also cause GE as an additional cash cow.
- Trump did another pattern on Thurs asking people to buy but doesn't seem to work this time round.
- GOOG got fked by AAPL due to them possibly wanting to replace them as a search with AI.
- Will not add any more US positions for now.
US P/L 270556.97
SG P/L 258674.52
Not adding HK P/L anymore
Up-ed approx 25K SGD but still negative YTD.
Hope US will give it a boost cause I dw DBS to go up anymore.
1.2930 USD FX
+ OCBC/MIT/TECHY
+ NFLX
+ BABA
+AXON/IBIT/PLTR/HIMS/TSLA
Life
- Another LWE thanks to Vesak day on next Mon but nothing fantastic since everyday is a PH for me.
- Going to cut hair next week and then also anticipating next set of CDC vouchers lol.
- OMG 12 more weeks before going to be a lonely Uncle...pkl
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