Nothing much this week, last Q of the year

Stoks

STI 4265.98

Nasdaq 22484.07

• STI has started to see some pullbacks from their small cap stocks.
• DBS is just flat-lining for now till earnings I guess, don't have much tailwind to boost stock price.
• Bought back into XLK and TSLA to hold, just dca down if necessary else keeping as exposure to US markets.
• Trimmed down Link reit, sell low buy lower. New position into China Mobile, being the largest telecom in CN.
• Can be used as a defensive play, dividend looks to be an uptrend which is good.
• Still have 10% of cash to slowly buy, hope Link can drop some more.
• Went into TSLA cause fk it, EM is a good salesman, gonna bet on his successful pay package.
• Planning to enter back to CDG if share price goes below 1.45 next week.

US P/L 278663.63

SG P/L 468669.87

HK P/L 165498.82

Down-ed approx 4.5K

1.2881 USD FX

Life

• Met up with poly clique for one of her kid's 1st party.
• Good catch up with them, next meetup will be in 2 months time. Nice to know, some are doing well.
• Hope the others can have a smooth transition from their old jobs.
• Life is hard but ya, what to do... 
• Will have a shorter week with MW from next week onwards, good thing is official move out will be delayed to Jan26...pkl

First cut, DBS going down, US markets not stopping.

Stoks

STI 4302.71, pull back from banks coming down esp DBS

Nasdaq 22631.48, bloody strong week again

• Finally a cut of 0.25% from the Fed, reits had some pullback since this was priced in and also news of potentially 2 more cuts this year.
• US stocks continue to get pushed up, even though the cut was expected. Fking irrational at this point, like just bs.
• Oh well, that's the thing it never make sense.
• Sold my remaining SG stocks and bought more LINK reit as it becomes a falling knife.
• Have to slow down the DCA at the moment, feels like I'm buying too hastily. 
• Officially lose YTD performance to QQQ based on numbers but still barely beating it thanks to lower depreciation of the USD.
• However, if BBs decide to fk DBS down, then the gap will slowly close towards the end of the year.
• Like last Fri, DBS got dumped towards the end of the day and each also tally around to almost 1.5%.
• Bought back SE and RDDT to hold and increased strike price for IBIT CSP.
• USD is magically going up despite the cut, as usual doesn't make sense.
• Really starting to have the feel to restart my portfolio and just do a 80/20 MMF XLK option play.
• But that would mean alot more monitoring compared to current div play.
• So far still having 5% into MMF/IBIT option plays for active income.
• Cash flow is the most important, all else second.

US P/L 279523.05

SG P/L 473261.06

HK P/L 167694.74

Down-ed approx 37K cos BBs starting to dump DBS, random pump and dump over.

May consider to add under 50 only and also to cap holdings unless really cheap.

1.2803 USD FX

Life

• Going for 7th month dinner later, this time without car and probably in the future.
• Plan to set a 2m target before potentially getting a next 2nd hand car, maybe...
• Happening week for MW, didn't get to shit in the rainy morning. Thought he cleared his shit from his evening walk.
• Woke up to him being uneasy and turns out he tabouleh tahan and pang sai on the tor ka poh.
• Just nice sister decide to stay in her new house else he will pang in her room.
• Lesson learnt twice a day, compulsory.
• Poly friend gathering next sat, rabz...pkl

CPI expected, cut next week

Stoks

STI 4344.24 another strong week

Nasdaq 22141.10, fk your puts

• Very powderful week for markets, DBS shot up to highs of 53.24 for absolutely no reason but closed down at 51.79, still a high closing.
• Alot of pumping in the US markets, first was ORCL then OPEN then the motherfking TSLA shit stock.
• Fk all of them, did some trades on PLTR, RDDT, SE and AVGO.
• Now only left w IBIT which I will start to sell higher puts monthly cause volatility is dropping and since cut is most likely confirmed, may see more risk taking.
• Can't say the same for SGX as funds may move out of Asia back to US due to lower cost of funding.
• May still be the good for reits, plan to pump more into Link reits.
• Considering to clear local non-reit for them since still undervalue by P/B and low gearing.
• Doubt USD will go even lower from here.
• Bought some CLINT back as share price had some pullbacks, in Yindia I trust.
• Or shall I trim my DBS to allocated there? Next div is in 2 months time, may be too late?

US P/L 279715.58

SG P/L 508587.95

HK P/L 175152.60

Up-ed approx 28K

1.2798 USD FX

+ IBIT TSLA

- PLTR

+ LINK CNMC

Life

• Sleep has been bad for the past 3 days, really need to switch off mind and just focus on IBIT.
• I think I need to limit my app viewing in the night.
• Looks like MW will be moving out by 2 more weeks max.
• Sold my 2 Subs, ND and the Hulk. Left w the SB, WBD and the spoiled GMT.
• 7th month dinner next week then followed by poly fren 2nd kid 1st year.
• Need to appreciate my current position and stop chasing those unnecessary stress...pkl

Jobs data down, cut inevitable

Stoks

STI 4307.08

Nasdaq 21700.39

• Lower job numbers than expected, market rallied earlier in the day as bad news equals good news for the markets.
• SPX and IXIC broke ath in the morning session but lost steam towards the end as the reality of a bad economy sets in.
• AVGO beat earnings and rose almost 16% in pre-market but lost 30% of it at closing.
• Still a new ATH for that stock, too bad no holdings for me in my portfolio.
• Managed to do some sell low buy abit lower for my IBIT.
• Not much changes to current option play.
• Did some stupid stuff and then sold all of it except PLTR.
• DCA more into Link this week as other holdings had signs of stabilization.
• 1.5 more weeks to FOMC meeting, a 0.25 cut should be guaranteed.

US P/L 278994.91

SG P/L 481599.04

HK P/L 174635.50

Up-ed approx 9K 

1.2789 USD FX

+ IBIT LINK PLTR

Life

• Met agent fren on a Fri at Hello Arigato, wow so much eecc people over there.
• Talked for around 2hrs and shared happenings since the last meetup.
• She still gave a bar of atas chocolate bought from Dubai.
• Didn't managed to redeem paylah again cause fking series of angsty-ness since the morning.
• Not gonna let this $3 fk the rest of my day up.
• Looks like sista is moving forward her schedule for her new house.
• Means lesser days for MW...pkl