MHh
07-12
I’m partly B and D. I think AI will benefit in the longer term but the huge run up this year makes me feel that it is now safer to take profit from a portion and to reserve my cash. Financials can be quite cyclical so I do not buy the individual stocks. If I do have them, it is mainly because they are part of indices that I buy. i only hold Singapore banks which are safe haven for Singaporeans. I won’t add into defensive positions yet as the market is still generally going strong. I would prefer to watch a little longer and probably go into it after I have taken profit from my AI related stocks. The US employment data do suggest that market is still strong. Prices are high so I wouldn’t add positions now.


As a busy working professional, I don’t have time to trade or monitor every single market movement or stock related news. Sometimes I do use tiger AI for a quick read. Otherwise, indices is my safe bet for now as as a whole valuation is close to historical values.
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