Oct/ Nov is in super volatile period, major tech firms (FAANG?) are bashed down and it got held up by DOW, i’ll still DCA on Amundi Prime USA fund.
Strategy across adding Cash to Singapore SSB when selling out
Oil 30% Sembmarine holding it for M&A prospect.
New deal for Sembmarine! Added another 25%. Energy is back up nicely. Will reduce after the merger due the dilution of shares.
Lion-tech HSI, i have triple down aggressively on this HSI has dropped till 14K level and back up to 16K. 14K is 1997 level this is too huge a discount even with a regime change.
OCBC Robo: Singapore Cash is King 100% equity 60% (DCA)
OCBC Robo: Stable Reits 30% ( HALT) Reit’s doesn’t perform well in rising interest reits, the risk premiums still factoring the stock price. Anyway its already down 15% at this moment.
OCBC Robo: Precious Metals 10% (HALT)
DBS Asian Core, Equities 80%/Fixed Income 20% (DCA) Continue RSP
To double down for Singapore banks ETF & China / India / Japan funds.
Strategy across to reduce during Dec/Jan Rally