Feb 2026 Portfolio Performance: A loss of SGD 2000, representing a 0.4% loss. 2026 Dividends: Accumulated SGD 5000 dividends year-to-date. In February 2026, anxiety surrounding AI is dominating the stock market. Top enterprises feel compelled to invest heavily in AI to avoid being displaced by competitors, yet these investments may not generate meaningful income in the near term. Many industries face genuine threats from AI. Simple software services could be replaced entirely, and SaaS companies may see revenue decline as AI reduces the demand for manpower. However, while the fear is real, I should not reject AI; instead, I must embrace it. The Hang Seng TECH ETF's $Lion-OCBC Sec HSTECH S$(HST.SI)$  current P/E ratio is around 16, offering

$ThaiBev(Y92.SI)$ Added position for profits 

$GEELY AUTO(00175)$ Bought the dip for market swing trading 

$Genting Sing(G13.SI)$ Added position for dividends 

$Olam Group(VC2.SI)$ Added position for market swing trading 

$MNSO(09896)$ Bought the dip for market swing trading 

$Lion-OCBC Sec HSTECH S$(HST.SI)$ Bought the dip for market swing trading 

$PAX GLOBAL(00327)$ Accumulated chips for dividends 

$ThaiBev(Y92.SI)$ Added position for long term dividends 

$TINGYI(00322)$ Closed position for profits, fair value for a traditional instant noodles and soft drink company, slow or no growth, 5% dividends yield is fair price.

$Wilmar Intl(F34.SI)$ Trimmed position for profits 

$NVO 20260227 49.0 CALL$ Covered call for premium 

$Novo-Nordisk A/S(NVO)$ Added position to dilute holding cost 

$Olam Group(VC2.SI)$ Trimmed position for profits 

$TRIP.COM-S(09961)$ Bought the dip for market swing trading 

$Petroleo Brasileiro SA Petrobras(PBR.A)$ Trimmed position for profits 

$BABA 20260227 185.0 CALL$ Covered call for premium 

$BOC HONG KONG(02388)$ Trimmed position for profits 

$iShares Silver Trust(SLV)$ Trimmed position for profits 

$FUFENG GROUP(00546)$ Bought the dip for market swing trading