Saturday, 30 August 2025

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

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