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


Finally a red week for QQQ

Stoks Haven't seen a red candle on the weekly since 5 weeks ago and finally one appeared this week. Week started strong to ath and then ...