After Trump Mayhem on the markets, all the markets V-shaped bounce to ATH, including SSE, HSI & even STI !
Lesson : Resilient to stay invested to prove the right choice. Diversification of portfolio remains a key to ride this crazy times.
Sep Macro picture:
Bigger news: Fed starts to cut 25 basis point at Sep, Oct, Nov.
Big Portfolio move:
Sold mostly in Endowus buy back via DCA for S&P500 core portfolios
Sold 40k SSE index near 3900, i remain skeptic on Trump/Xi meeting outcome
Sold OCBC Roboinvest (Cash is king) $47k , profit $7k
The below exclude 50k bond fund IPO investing, 50k Endowus and 40K Syfe porfolios.
Below is representative of stocks, etf , i bought portseido porfolio to help me manage the tracking
The above is further reduction of USA (US dollar) allocation exposure.