PCE data higher

Stoks

STI 4269.70

Nasdaq 21455.55

• Slightly some upwards movement for local markets as other smaller caps continue pushing STI.
• Keppel continues to push up and due to last Fri meeting, reits in STI helped to contribute.
• Too bad, got unlucky and sold TBL reits just before the meeting, oh well.
• Added more Taxi and RDDT back into portfolio
• Itchy hand and added more Link at higher prices, aiming for more under 40. More than 30% margin of safety from NAV and less than 22% for gearing ratio. 
• More than 6% div yield after fx depre.
• BTC looks to be falling downwards back to the 100K level, reduced position to 60 from 350 at a 1K+ USD loss.
• Not planning to add till options are assigned.
• Plan to add more Taxi should it continue to fall lower.
• Nothing much news in the stock markets.

US P/L 278543.50

SG P/L 473259.84

HK P/L 174241.43

Down-ed approx 12K

1.2792 USD FX

- some IBIT and RDDT

+ Taxi, HRnet and Link

Life

• End of Aug, welcome to the last 4 months of the year.
• Meeting agent friend next Fri for yearly BD treat, let's see what's for the menu.
• Poly fren gathering will be at month end, another meetup to compare shit.
• So is probably the last month before MW moves out and new life begins for moi.
• Sep school holidays next week, another week of nonsense.
• Missed my first paylah for this week, snooze for that extra 1hour, ended up fully redeemed.
• Screwed up sleeping cycle again...pkl

Oh my Gawd another rolex

Stoks

STI 4253.02

Nasdaq 21496.54

• Decent week for STI but DBS managed to reclaim 50 as of latest closing.
• Dk the reason but will gladly take it, no complains.
• Bought more Taxi and started a tiny tiny position in Propnex just to see how irrational BBs can go.
• Went back to Link reits but just a small 3K position when it dipped to 41s.
• Joined TBL Hrnet, got further convinced by TFI on InvestNote based on their latest earnings.
• May go in for more should prices be attractive, CHZ will ex div on following Mon so most likely to get a little more.
• US markets had some pullbacks in mid week but didn't managed to hold so most recovered but still lower than my selling price on Mon.
• JP went for his last meeting at Jackson Hole, according to him he may be sort of forced to cut in Sep due to bad jobs data and not from Trump pressure.
• Even with inflation risk, employment seems to be more important, hopes tarifflation to be 1 time.
• Somehow markets loved this news despite it being repeated over and over again.
• Anyway managed to DCA more into IBIT in the past few days, same for TBL, converted all MSFT into IBIT.
• US prints, BTC stays. Simple logic. Good to be able to get some premiums from it since quantum is more manageable.
• Got some Taxi for TBL as well. 
• Generally speaking, Reits may further rally on Mon besides other counters who can borrow cheaper should benefit. Banks hard to say.
• Cleared TBL reits and used funds for more IBIT CSP. Likely to get higher yield.
• DBS and Taxi div to be paid next week, nothing much in SG markets.

US P/L 280421.77

SG P/L 480688.86

HK P/L 175514.39

Up-ed approx 22K, withdrew 6K for watch purchase. Gotta take some funds after next mth CC bills.

1.2773 USD FX, likely to see lower due to cuts.

- US pos lest IBIT, only holding now

+ HRNET PROPNEX LINK

Life

• Another day, another rolex. This time saw the listing from 7Watches for this naked sub but turns out just a false listing.
• Store even looks to have closed down, went around The Bencoolen hunting for 16610.
• Prior to that, managed to compare 16622 and 16610 but latter wears better due to colour.
• Somehow found a F serial at 11K after discount, w box cert MDG booklet and 1 red tag.
• Boss son did not hesitate to bring price down by $500, that watch may have been there for some time based on listing.
• Generally still quite happy with purchase since no rolex collection is done wo an OG sub.
• This will definitely be the end of my journey. Will hold till 35 first and see how the hobby goes.
• May sell to fund HDB purchase by then.
• MW recovered in time to go for cousin's wedding last Sun and so far has fully recovered...pkl

Ex Div, back to u50

Stoks

STI 4230.53

Nasdaq 21622.98

• DBS went ex div on Thurs, stock went up earlier in the week to reach highs of 51.45 before closing the week at 49.90
• If div of 0.75 were to be added, stock would have closed at 50.65.
• Reinvested the entire amount with some top ups into 400 shares of DBS.
• Bought into CY6U and CICT but sold them away after some considerations.
• DCA more into NVDA, PLTR, AVGO and RDDT.
• Opened new position in SE after their earnings beat, wow well done KYS fomo-ing.
• Also started small on local Teksi co.
• Not gonna talk about this property counter which was ridiculously pumped by dk which BB.
• Nothing much to talk bout markets at this point, drop I buy else do nothing and sell CSPs

US P/L 280537.86

SG P/L 456528.06

Down-ed approx 4K+ as some pullback on DBS, may be more going to next week but no scare.

1.2781 USD FX

+ US positions

+ Teksi

Life

• Went to collect my calibrated DJ at Bencoolen.
• Cousin wedding on Sun, too bad MW sprained his right paw and will to give it a miss.
• Looking at some older DJ variants, planning to collect fluted and engine turned.
• Mid-week of Aug done...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 missing expectations due to lower rates in SG, this national bank was the only one to beat and increase YOY net income by 1%.
• As a result, share price rallied and broke the 50 barrier and made ATHs at 50.98 before closing at 50.74.
• But not much of a big deal since this is just url cap gains and divs are still the same based on share count.
• Can only drip 300 shares instead of 400 due to the higher price.
• No change to the normal plus special of 15cents.
• Likely to see pullback next week, just nice to have ex div date on Thurs.
• Good week for Nasdaq, almost 4% for the week and PLTR and NVDA continues to break ATH, unstoppable.
• Continue with CSP on IBIT during this consolidation phase, perhaps it may be better to get some just in case it moves up unexpectedly.
• DCA MSFT bi-weekly for TBL and opened new CSP for her IBIT.
• Drip-ed back AIMS div and top up a little more shares on Fri, will continue if it goes down.
• Cash pile is healthy at 7% unless BTC suddenly goes down to 86K.
• CPI data on next Wed but no one cares, if market drops good if not hold.
• Sold out of entire HK position to raise cash in case DBS fell but it didn't so using those funds for CSP.

US P/L 281176.16

SG P/L 459620.42

Up-ed approx 87K from DBS beat, high chance to drop next week.

1.2807 USD FX

+ AIMS/IBIT

- CNOOC/CLINT

Life

• Went to CouCou at Jewel thanks to KYP's generous treat and also her kaya coconut cake.
• Special visit to PNG just to calibrate my 16200 and also to look at new watches, esp those which were shortlisted earlier.
• Gian towards the 116233 white roman but as per lady boss, trade in will lose 30% withing 1year which makes up to around 2.1K.
• Is it really worth to trade up? Still like the look of the 5digit DJ with flimsy clasp.
• Best to hold to my next milestone before changing.
• Cousin wedding next sun, will be bringing MW to Dempsy at 7pm...pkl

As expected, rally has started to fizzle

Stoks

STI 4153.83 

HSI 24507.81

Nasdaq 20650.13

• Yap, that's the end of the STI bull run as we head into the months of Aug and Sep, traditionally the bearish months of the year.
• DBS started falling since Mon and has dropped almost 3% for the week, much expected when the pump last week came unexpected.
• Other 2 weren't spared as well and OCBC earnings wasn't as good although expected to have lower profits due to lower rates.
• FOMC held steady and despite local rates falling, reits somehow still got affected.
• Jobs data on Fri had a surprise where they announced lower jobs and previous months' data to be revised downwards.
• Basically means data was wrong and now Fed has to consider cutting due to economy being bad and not economy being better.
• This coincidence or not, spooked markets on Fri and dropped more than 2% 
• Sold my MSFT, AMZN and META and IBIT, left with top 3, PLTR, NVDA and AVGO.
• So far AMZN and TSLA missed earnings, remaining big tech is NVDA which will be in a few weeks time.
• Next week will be the one for DBS and UOB, hoping that DBS to have a chance to negate drop in interest income with non interest income.
• Good that share price has started to drop back else it becomes hard to drip back div.
• Got CLINT as a addition to my local PF, sold 2318 and rotated to CNOOC.
• Considering to sell it to just sell puts on IBIT, fuss free.
• Pushed Cash back up to 6%, i think in future will have to keep bullets in control. 
• Better to have a substantial amount for reasonable dips.
• Sold more puts for IBIT, may be assigned next week for a 58 strike.
• Redeemed USD MMF, may use for local dips.
• PLTR earnings on Mon, waiting for it to jbb.

US P/L 276137.82

SG P/L 379235.52

HK P/L 176821.95

Down-ed approx 38K from pullbacks, expected.

1.2861 USD FX, slight recovery for DXY

- MSFT/META/AMZN/IBIT/2318

+ CLINT

Life

• Bird-day week, updating on the very day.
• Came down with flu this week, managed to eat the Mos prawn burger and soup. Notch bad.
• Officially the month of Aug, inevitable countdown to missing Mario Wang.
• Will have to push back any impulsive lolex buy, next milestone is 2m or 35.
• Went to donate $10 to SGpools, fk this motherfking mindset of mine.
• 2 more weeks to cousin wedding...pkl