Saturday, 28 June 2025

What a week

 Stoks

  • ATH for US markets after a lot of money pumping, nothing to say much tbh.
  • Big tech keeps going higher and higher and NVDA officially broke their highs of 153 to close at 157 for the week.
  • With no more resistance, no one knows how high it can go up further.
  • Same for AVGO and MSFT.
  • DBS is just chacha-ing in while local reits are starting to trend higher. 
  • 2 more months to another round of divs.
  • At this point, seems very weird to see markets rallying and rallying for no reason.
  • Sold HIMS and traded CRCL for a L.
  • Went to do some monthly CSP on IBIT and TSLA while earning extra in MMFs.

US P/L 271952.37

SG P/L 307948.04

HK P/L 169543.07

Up-ed approx 26K this week from bank boost. Took some cash for temporary car payment.
Put 10K from car scrap value back into PF.








1.2715 USD FX
















+ IBIT
- HIMS







Life
  • Really unexpected week, had MCD for dinner and ended up LS the following day.
  • Didn't bring MW for car ride and the next thing is langa in the evening.
  • Went to WS to see condition and gg.
  • Had to go down to WS for accident reporting and ended up with total loss for the car.
  • Got back around 13.9k for everything less the pending early insurance renewal.
  • Had 2 days of car free before going down to see a 2016 Elantra S.
  • Did the PPI and took ownership of the car with her as the main owner.
  • Will send for servicing and brake pad change in the next week.
  • Let's hope everything will go well from now...pkl








Saturday, 21 June 2025

No fed cut but one member say next month possible.

 Stoks

  • Another down week for local banks, while not much directions for US markets despite the wars or whatever ongoing saga.
  • Biggest news was the fed cut but decision was expected as JP remains his stance on higher inflation due to tariffs.
  • Looks like local banks are front running the interest rate cut based on their share price.
  • No buybacks from DBS this week, the only reason why UOB was flat unlike the other 2 which dropped 1%.
  • At this point, doubt to be any positive catalyst for banks to go up.
  • Plan for DBS div drip may have to be reconsidered, the funds can probably earn more from selling options on HIMS and IBIT.
  • Sold off some US positions on a red day to deploy into other stronger convictions despite higher valuations.
  • Touched some CSPs on CRCL, bloddy ridiculous stock, would have got 240 USD if not for pussy me, ended up with around 60 USD.
  • Left with 6 US positions and 2 HK positions.
  • Did some sell low buy lower with PING AN and CNOOC but paid extra 71 HKD due to the fees.
  • TSLA robotaxi is on Sun, feeling it to be just a hype event, nothing much to expect but still keeping the stock nonetheless.

US P/L 272346.07

SG P/L 281999.94

HK P/L 164888.07

Down-ed approx 14.5K this week, WD 5.5K out for life policy.










1.2828 USD FX














- MSTY/MSFT/IBIT







Life
  • Went for MI8 movie screening, a final closure to a 29 year old franchise.
  • Tom Cruise is still the OG for action movies, went to Vivo just for the free movie.
  • If somehow I have a car next year, will drive to Seah Im to park there.
  • Nothing much of happening this week...pkl

Saturday, 14 June 2025

Israel attack Iran

  •  Biggest news of the week, Israel shot missiles to Iran and both starting fighting.
  • Markets were affected only a little, it wasn't much as this was a typical thing that was bound to happen sometime.
  • Airline stocks went down when one Boeing crashed in India with more than 300 casualties.
  • As much as such stuff sucks, it presents a good opportunity to buy the dip.
  • HK markets went up for the week, ex div for CNOOC and it benefitted from the II crisis due to oil prices possibly being affected.
  • Sold AXON, NFLX and bought into MSTY to try the hype, so far being the 2nd position after IBIT.
  • Still left with around 6% cash, which will go back to the day before the Apr dump.

US P/L 272005.38

SG P/L 296547.34

HK P/L 168685.06

Down-ed approx 16K this week








1.2768 USD FX















+ MSTY


- AXON/NFLX






Life
  • First time experiencing the DBS qr scanning, just when you thought everything was ok.
  • Lucky was able to paynow via number.
  • Cutted hair this since weather was really TBLTH.
  • Will be watching MI8 next week thanks to TBL's co, finally a closing after more than almost 30 years.
  • Woke up to Burden Wang having blood in his smegma, turns out was dehydrated, vet damage was damn high at almost $500.
  • Renew-ed the car insurance, Singtel decided to give extra $150 Shell vouchers, why not?
  • Road tax will be due in around 2 months time...pkl

Saturday, 7 June 2025

Musk and Trump fight

 Stoks

  • Highlight of this week was Musk going all out w Trump on social media.
  • That resulted in TSLA falling than more than 14% on Thur, still managed to recover on Fri but failed to close above 300.
  • Bought into 2 news positions in the HK market, Ping An and Cnnoc for what, I'm not too sure yet.
  • Removed and added some positions in the US market, bring total to 9 holdings.
  • DBS continued upwards as shares are being bought back but still far from highs on 28March.
  • AVGO gave lower expectations and went down 5% after earnings, consider to buy more if given the right price.
  • Continued w IBIT weekly puts for now, as mentioned 1760 is the magic number to hold.
  • Gonna withdraw 4.3K next week for the 6th premium of AIA GPP.

US P/L 271463.36

SG P/L 313761.14

HK P/L 161629.06

Up-ed approx 10K this week









1.2854 USD FX














+ 2318/0883

+HIMS/NVDA/TSLA/AVGO/PLTR

-some IBIT/AMZN/MELI







Life
  • Start of the second half of the year, plan to start some weights training again.
  • Will alternate DB press and curls from now to get rid of the sluggish feels.
  • Itchy finger and lost quite a number of photos of the car and MW, tmd cb. Fkin fake SD card.
  • Still hot hot week for this period, est 2 more weeks before we can see cooler weather.
  • Typing in the living room as we speak.
  • Went to CC after run on Fri, tried on the 16622 for the first time. Uncle was nice to entertain me.
  • Bezel was real tight, more than the Sub. Should I consider the 8K TOG if the crystal can be replaced FOC?...pkl


Just wow at DBS earnings

Stoks STI 4239.83 HSI 24858.82 Nasdaq 21450.02 As per title, the week has come for DBS to announce their earnings and despite OCBC and UOB m...