Monthly Summary of May 2023

 For past 4 weeks, these are the transactions:

• Added DBS @ $32.26.
• Added UOB @ $28.01.
• Added CapitaLandInvest @ $3.52.
• Added AIMS @ $1.33.
• Added SGX @ $9.25.
• Added Mapletree Industrial Trust @ $2.36.
• Added Mapletree Logistic Trust @ $1.65.
• Added Ascendas Reit @ $2.72.
• Added QQQM @ US$138.40.
• Added Tesla @ US$180.10.

Local Portfolio (S$)

Investing: $251127

Market Value: $311434
Accumulated Dividend: $31227 (YTD: $7082)

Oversea Portfolio (US$)

Investing: US$102269
Market Value: US$78536

Accumulated Option Premium: US$28297 (YTD: US$8610)

Monthly Summary of January 2023

For past 4 weeks, these are the transactions:

• Added UOB @ $29.40.
• Added ComfortDelgro @ $1.21.
• Added Jardine C&C @ $29.04.
• Added SGX @ $8.81.
• Added Parkway Life Reit @ $3.75.
• Added QQQM @ US$116.50.

Local Portfolio (S$)

Investing: $237219

Market Value: $308341
Accumulated Dividend: $24145 (YTD: $0)

Oversea Portfolio (US$)

Investing: US$84477
Market Value: US$57087

Accumulated Option Premium: US$21652 (YTD: US$2265)

Monthly Summary of October 2022

For past 4 weeks, these are the transactions:

• Added ComfortDelgro @ $1.28.
• Added CapitaLand China Tr @ $0.985.
• Added SGX @ $8.86.
• Added ST Engr @ $3.35.
• Added Ascott Tr @ $0.95.

Local Portfolio (S$)

Investing: $251357

Market Value: $264849
Accumulated Dividend: $22772 (YTD: $10736)

Oversea Portfolio (US$)

Investing: US$98701
Market Value: US$51699

Monthly Summary of September 2022

For past 4 weeks, these are the transactions:

• Added SGX @ $9.64.
• Added ST Engr @ $3.65.
• Added Mapletree Ind Tr @ $2.35.
• Added Mapletree Log Tr @ $1.53.
• Added Ascott Tr @ $1.07.
• Added CDL H Tr @ $1.12.

Local Portfolio (S$)

Investing: $246155

Market Value: $269740
Accumulated Dividend: $22578 (YTD: $10542)

Oversea Portfolio (US$)

Investing: US$95673
Market Value: US$60831

When everyone is fearful

what should you do?

I would continue to DCA and tap on some capital from my war chest.

For past 2 weeks:

• Reduced Singtel @ $2.85.
• Added SGX @ $9.34.
• Added Mapletree Log Tr @ $1.73.
• Added Ascendas Reit @ $2.69.
• Added Ascott Trust @ $1.13.

Monthly Summary of January 2022

Happy Chinese New Year 2022!!

For past 2 week:

Reduced STI ETF @ $3.321.
Added SGX @ $9.40.
Added ST Engineering @ $3.69.
Added Mapletree Ind Tr @ $2.53.
Added Ascott Trust @ $1.02.

Local Portfolio (S$)

Investing: $206022

Market Value: $239054
Accumulated Dividend: $12536

Oversea Portfolio (US$)

Investing: US$69801
Market Value: US$52124

Singapore Banks continue to surge

pass their recent highs in anticipate a few interest rate hikes in 2022. Err.. maybe OCBC still lagging a bit.

After http://ainvestor.blogspot.com/2021/11/continue-to-show-signs-of-bottoming-for.html, could I say this may be reversal of China tech stocks after Alibaba shows a double bottom in its chart. Remind myself that time in market is more important than timing the market :)

I would continue to sell options (in both US and HK markets) to reduce the average prices of my stocks.

Reduced DBS @ $33.42.
Added SGX @ $9.35.
Added Mapletree Log Tr @ $1.75.
Added Ascendas Reit @ $2.88. 

Black Friday's sale everywhere

even in stock market. A sea of red for SG, HK and US stocks in my portfolio on Friday. Both my HK and US portfolio go to its recent low at -19% and -24% respectively while my SG portfolio is still good.

Mapletree Log Tr has announced another rights issue, and would be doing an advanced distribution of $0.0145. I would need to prepare some cash for this :)

Added SGX @ $9.33.
Added 3067 @ UK$12.88.

Both my US and HK portfolio are still in

RED, as I have been focusing more on China tech stocks. However, they have recovered quite a bit for past 1 to 2 weeks. For US portfolio, from -25% to -14%, and for HK portfolio, from -16% to -5%. I am practicing *** diamond hands *** as I believe in the companies that I am holding.

At the same time, I am using options to collect premium to help in the recovery. From the past 5 months since I started learning options trading, I have collected US$2200.

Reduced Jardine C&C @ $23.02.
Reduced CICT @ $2.11.
Added SGX @ $10.69.
Reduced ST Engineering @ $3.92.
Added Mapletree Ind Tr @ $2.74.

Is this the beginning of convergence

between US and China tech stock market as mentioned in https://ainvestor.blogspot.com/2021/08/a-big-divergence-between-us-and.html?

Alibaba's technical analysis show signs of bottoming. However, as all MAs are sloping downward, there would still be chances to buy in during pullbacks. Alibaba has led the crashing of China tech stocks, so would it also lead in the recovery? Only time could tell.

Added SGX @ $9.46.
Added 3067 @ HK$12.45.

Monthly Summary of September 2021

For past 1 week:

Added CLCT @ $1.23.
Added SGX @ $9.85.
Added Ascendas Reit @ $3.06.
Bought Palantir @ US$27 (via options).

Local Portfolio (S$)
Investing: $193495
Market Value: $224102

Accumulated Dividend: $10834

Oversea Portfolio (US$)

Investing: US$43213
Market Value: US$34157

China Evergrande Crisis has created

more fear in the stock market as shown by the Fear & Greed Index. So what do you plan to do?

No one could know when is the bottom for China tech sector. What I would do is to continue DCA on 9988 and 3067, and to practice ***diamond hand***.

CapitaLand has been replaced with CapitaLandInvest. Its share price has surged up from the consideration price of $2.823, closed at $3.30 on Friday. I have made some adjustment to my local portfolio spreadsheet, and CapitaLandInvest is currently the 2nd best performance!

Added AIMS @ $1.43.
Added SGX @ $10.08.
Reduced ST Engineering @ $3.86.
Added 9988 @ HK$147.

Temasek, GIC, MAS and SGX

appear in the same piece of news - to aid in the boosting of Singapore's local stock market. https://www.businesstimes.com.sg/government-economy/temasek-gic-urged-to-juice-up-singapore-bourse-via-spacs-sources.

So which stocks would benefit from the above news? My guess it would at least provide some support to the recent weakness of STI ETF and SGX.

Added Ascott Trust @ $0.975.
Added 3067 @ HK$13.28.
Added KWEB @ US$50 (via options).

A big divergence between US and

China stock markets. I believe some convergence would take place sooner or later; what goes up would come down and vice versa. 

As mentioned in https://ainvestor.blogspot.com/2021/04/rebalance-local-portfolio.html, some of my fund has been reallocated to REITs and trusts for past few months, and they are currently sitting on about 41% of my local portfolio.

Divested some Capitaland @ $4.08.

Added SGX @ $10.08.

Added Keppel DC Reit @ $2.51.

Added Mapletree Log Tr @ $2.03.

Sold all ARKX @ US$20.82.

Divested most of ASHR @ US$37.90.

Divested some Palantir @ US$25 (via options).

Are we in the Capitulation phase

for China tech bear market?

No doubt that China tech stocks are in bear market. Using KWEB ETF as reference, its price has dropped about 60% from its peak. The stock price of big China tech stocks such as Alibaba and Tencent, etc. have collapsed about 16% and 12% respectively for the past 1 week with high volume. The price movement looks similar to the Capitulation phase as describe below:

From https://www.investopedia.com/terms/c/capitulation.asp

Capitulation is when investors give up any previous gains in any security or market by selling their positions during periods of declines. Capitulation can happen at any time, but typically happens during high volume trading and extended declines for securities. A market correction or bear market often leads investors to capitulate or panic sell. The term is a derived from a military term which refers to surrender.

From https://www.dsij.in/DSIJArticleDetail/ArtMID/10163/ArticleID/12212/Market-cycles-and-emotions

Stage 3: Panic, capitulation & despondency

In the third stage, people start seeing the realities of a bear market and they may panic and to stop further losses, they in fact, move out of the market altogether. Those who still hold on to be in the market, become despondent and wonder if the markets would ever recover or whether they should stay in the market at all. The irony of the market is that, at these times, investor fails to recognise as currently, they are at the point of a maximum financial opportunity.

Even if we are currently in Capitulation phase, there is no way to tell how long it would last. However, as an investor, we would need to be able to hold through this rainy season.

Divested some Capitaland @ $4.01.
Bought SembCorp @ $1.94.
Added SGX @ $10.67.
Added ST Engineering @ $3.95.
Added 9988 @ HK$167.

Added Palantir @ US$24 (via options).

Another $12k to be invested

in my local portfolio over the next 4 months+, so that I can hit $200k investment by end of this year. Currently, I have 18 stocks in this portfolio, and is thinking to extend it to 20.

Keppel DC Reit has announced a private placement of 81m new units @ $2.522. This would dilute the stake of the existing retail investors. However, I believe it would provide strong price support @ $2.52. I may consider to add some shares if its price hit $2.52 or below.

Added STI ETF @ $3.187.
Added SGX @ $10.80.
Sold some Palantir @ $24.50 (via short call option). 

Registered with Interactive Brokers

although I already have Tiger Brokers and Moomoo accounts. Since there are many online articles and videos doing comparison between these brokers, I would not repeat the details here. The main reasons why I decided to sign up Interactive Brokers is because it supports covered call options, and its low commission fee for options trading.

Currently, there is sign up promotion for both Tiger Brokers and Moomoo:

Tiger Brokers: Free Amazon, Apple, Xiaomi shares, and more. If you are interested to sign up a Tiger Brokers account, and do not have a referral link from your friends, please use mine: https://www.tigersecurities.com/accounts?invite=O4JB19

Moomoo: Free Apple, Nio, Twitter shares, and more. If you are interested to sign up a Moomoo account, and do not have a referral link from your friends, please use mine: https://j.moomoo.com/004Sla

If you are interested to sign up a Interactive Brokers account, and do not have a referral link from your friends, please use mine here.

These are my transactions for the past week:

Added IReit Global @ $0.655.
Added HSTECH @ $1.305.
Divested some SGX @ $10.69.

STI plunged on the last trading day

of this week after government announced more restriction due to a surge in covid-19 cases and more clusters for the past few days. STI hits a low of 3023 and closed at 3053. I have placed several buy orders at lower price, but none of them get done. The next support of STI is at 3000 which I would be monitoring.

Added SGX @ $10.10.
Added KWEB @ US$66.15.
Added Alibaba @ US$211.

I am a newbie

to options trading, and have started to try selling covered options. As you know, I have an oversea portfolio in which ASHR and KWEB already have more than 100 shares. I would want to explore selling covered options to earn some quick cash. I would share my experience at appropriate time.

This week, I continue to rebalance local portfolio as shown below. As for my oversea portfolio, it has finally gotten out of red after sinking for about 1 month.

Divested some OCBC @ $11.96.
Divested some SGX @ $10.52.
Divested some Singtel @ $2.63.
Added Capitaland @ $3.735.
Added HSTECH @ $1.381.
Added ARKX @ US$20.24.

Cyclical stocks are going up

while technology stocks and REITs are coming down. So what I have been doing recently, and would continue to do so is to rebalance my local stock portfolio. STI has hit 3100 target this week as mentioned in https://ainvestor.blogspot.com/2021/01/what-is-next-target-for-sti.html.

For my oversea portfolio, it has weaken further; at one time it even dip into negative region before rebounding. I would simply continue with my DCA strategy.

Sold some OCBC @ $11.79.
Sold some SGX @ $10.100.
Added Mapletree Industrial Tr @ $2.57.
Added Keppel DC Reit @ $2.55.
Added AIMS @ $1.29.
Added ASHR @ US$38.84.
Added Alibaba @ US$229.83.