US tech market has fallen into momentum mode. Last night NVIDIA faces heavy selling
- Reduce capital on individual stocks ( too much energy to monitor)
- Reducing in progress.
2. Satellite Portfolio and Stocks remains, Increase Core Portfolios or Income (defensive cash)
Endowus
Overview total Cash + SRS:
Review: Core is doing very well on the tech bull of Mag7 dragging S&P up , this is on top of the recovery of China EM & S&P
Syfe $25k
Portfolio consists of China funds to consolidate further.
USA stock picks: Alibaba ADR, SEA, Paypal, Novo Disk
Endowsus / Syfe Robo : 86K
Unit Trust Funds: 50k
OCBC div Cash Funds
DBS EM Funds.
Stocks $100K
STI is super weak 2.2% this quarter.
Genting 30 lots
Seatrium 100 lots
Strait Asia 5 lots
HSI Tech 85 lots
Total: $236k