1 more mth to 2026

Stoks

STI 4523.96

Nasdaq 23365.69

• Strong week from US, good recovery since dump last 2 weeks.
• Chances of Dec rate cut has increased to more than 80% so market loves the news.
• STI has reclaimed the 4500 for now, some improvement from last week.
• Dip my toes in SGX when it dropped to 16.27, considered due to future increased liquidity and higher payouts for next few quarters.
• Bought a little more LINK at 36.66, ex div on Tues so planning to buy more when it goes under 36.
• Went into small position in MIT at 2.04 and added CFA.
• CFA announced upcoming div for Q1 Feb but seems like it's falling compared to last year. 
• Left with slightly higher than 100K for spare cash, just waiting for better opportunities.

SG P/L 591305.35

HK P/L 120873.68

Up-ed approx 16K for the week

1.2927 USD FX

Life

• WD has finally refunded the 6610 model but it should take till next week before being reflected in my CC statement.
• 6 weeks of pointless waiting, at least it's over.
• Happening Wed, some boxes caught fire downstairs and a tiny explosion.
• Not so lucky for HK, tragedy near Thanksgiving Day.
• Going for Tart course next Fri, looking forward to lemon tart...pkl

Chance of dec cut increased, LINK jbb

Stoks

STI 4469.14

Nasdaq 22273 

• STI broke below the 4500 mark mainly from reits which were sold down due to increased chances of no cut in dec.
• Initially fell but rose after some Fed guy said dec cut could happen despite some voting against the last cut of the year.
• Should see some rebound in reit on Mon.
• LINK missed earnings, lowered dpu and overall had bad results. Said to last till 2027 before bottoming out.
• CN did not recover as per what many thought it would have. Stock was doing well before lunch and rose more than 2% on news that it would acquire more properties in Aus.
• Results came during lunch time and sold down to 38.8.
• JPM just had to downgrade it the following day and the stock dumped another 7%.
• Total of more than 15% in the last 2 days, officially down more than 10% in my position.
• Est to be around 10K SGD. Div to be paid on dec month end.
• Need to control rate of DCA into this stock in case things take a longer time.
• Current CFA yield is around 5.4% based on 0.0446
• Redeemed entire stash of USD MMF, should not have done it lol.
• Wasting time by subscribing next week again.
• DBS div will come on Mon, will probably allocate it to CFA to reduce exposure.

SG P/L 576900.51

HK P/L 107335.06

Down-ed approx 22K 

Mainly due to LINK

1.2994 USD FX

Life

• Watch still no updates, email them asking for an early refund if possible.
• Almost 40 days of waiting and that fking package just mia without any reason.
• One of the most dulan experience.
• Thinking to get a new honor 400 lite if refund can be processed before 12/12.
• Will pass phone to TBL...pkl

Some shakiness from US due to lowered chance of cut next mth

Stoks

STI 4546.07

Nasdaq 22900.59

• Ex div for DBS on thurs, bought another 100 shares using part of the 19k, left w 14k to be deployed.
• Not too rush to buy imo, could just leave in MMF or planning to go straight into CFA to lock in the still remaining 5.3%.
• Should expect to see higher DPU from next Feb onwards.
• Still have around 150K so if all were to be putted in, should get another 7.7K per year.
• But dk should I dca or lump sum for now given market uncertainty.
• Really jialat, sold only at 0.838 to buy back at same price maybe?
• PnL still down 5K for this counter due to buy high sell low last year.
• Got fked by IBIT, took the Ls on the CSPs. Needa stop doing all these pointless BSBS.
• Gonna go full div port and pang gang at 5pm everyday.
• Link results next Thur, shall see whether recovery has truly started or not.

US P/L 277508.04 last update

SG P/L 585491.14

HK P/L 188079.81

Down-ed approx 6K

1.2934 USD FX

Life

• Went for 2nd session of choux pastry class, did paris brest and gorges.
• Also did a last minute babysit for MW at Olive, will try some baking over there soon.
• Fking dogshit watch seems to have been confiscated by customs or something given already 1 mth since order.
• Package is still stuck or some shit happened to it. CS is also pek chek at my emails.
• Thing is still need to wait till 27th before a refund can be processed.
• Eye chalazion so it seems, doesn't want to drain. Will wait for 2 more weeks before going to polyclinic to be drained.
• May be going to JB w her next week if no schedule...pkl

DBS beat-ed expectations

Stoks

STI 4492.24

Nasdaq 23004.54

• Not very good news for the US markets this week, QQQ went down as much as 4% for the week as shutdown continues.
• PLTR beat earnings but got sold down to lows of 170 from last week 201s before closing at 180 aftermarket.
• Went to as high as 210 on Tues morning but Burry's news of shorting got the better of it.
• Sold out of remaining US positions, holding only CSPs on IBIT.
• Thankfully DBS managed to beat expectation despite earning lesser than 1year ago but still higher than Q2.
• Stock went up as high as 55.55, a new ath but closed under 55 on Fri.
• Not so good for UOB as they took 600m as additional provision, do they see something DBS n OCBC don't?
• OCBC also hit ath on Fri after earning more than last year Q3, very surprising.
• Anyway, not much catalyst for local banks imo till next earnings.
• Good news for DBS dividend policy, another 6c increase w the 60c extra payout till 2027.
• Still left with more than 2.6B for share buybacks only if prices are low according to TSS.
• Upcoming earnings will be from LINK in 12 days time.

US P/L 278072.38

SG P/L 591822.86

HK P/L 177039.81

Up-ed approx 28K, managed to hit 52wk highs of 1.66m

1.2968 USD FX

Life

• Went for Choux pastry class at SSA, slept late the night before. Fking dogshit market, never again.
• Just gonna fk it and focus on local markets that's all.
• Did some eclairs and pandan cream 'bolo' puffs.
• 1 more session to go and looking to make more pastries next Thurs.
• Fking stye can't be poked so just leaving it there and applying the cream till body removes the pus.
• Traded my starbucks for a VSF mint green smooth jubilee, finally got what I wanted. No reason to go gen anymore.
• Explorer shipment is fkin stuck somewhere, ridiculous but still have to wait till 27th before another piece can be sent from them.
• CB logistics, knn...pkl

Last rate cut for the year?

Stoks

STI 4428.62

Nasdaq 23724.96

• Very strong week for the US as quite a few big tech reported results this week.
• META sold down as it said to increase expected Capex, stock went down more than 13%.
• MSFT also went down despite having good earnings.
• AMZN GOOG and AAPL beat-ed with all 3 breaking aths but too bad me no hold.
• FOMO back into AVGO at 380 and NVDA at 210, lol fking deserve it.
• Lucky to have PLTR to support, earnings on Mon, likely to beat and rocket another 10% cause why not?
• Ultimate bull market is here, Trump is fking his poor voters big time but oh well they chose him.
• Got into BYD on Fri after listening to ML on his views, maybe a short term pos on this.
• Earnings for DBS on thur morning pre market, may buy if expected earnings suck.
• Fed cutted rate on Wed but said it may be the last for the year due to unexpected drag from the shutdown. No data equal uncertain to cut.
• Fake data anyway so nt impt.
• Finally bought BN4 after 5 fking mths and 40% rise at 10.03. Power of Gupta.

US P/L 278893.16

SG P/L 564289.92

HK P/L 167906.49

Up-ed approx 18K, may be last week of 1.6m if DBS underperform next thurs. 

High was at 1.657m at 54.8 on 7/10

1.2974 USD FX

Life

• WTF in this shit, stye spread to the right eye on Tues, thought was a pimple near the eyebrow but the next day cfm the disaster.
• Went to see loctor for antibiotics since SSA is next thurs, the stye has to go asap and it costed me $35. Wasn't so ex previously. NB
• This stye is under the top right eyelid, make things a little hard to poke. Shall leave it bobian.
• 2 more mths till EOY, time flies but this year really is an unproductive year.
• Only travelled twice to MY, could have went to TW but sec sch fren cmi.
• Still waiting for the fking WD6610, sales said local logistics fked up. KNN, already 16 days since purchase.
• DBS FX is expensive sia, should have used Youtrip, 1.34 vs 1.29+.
• Soon to have shorter days with LKP, cause sista wants more time with MW...pkl