My portfolio declined by SGD 33,000 in June 2026, representing a 5.6% loss. Despite this setback, year-to-date dividends remain strong at SGD 13,000. My core portfolio consists of Singapore and Hong Kong high-dividend stocks, complemented by a satellite portfolio in Hang Seng Technology stocks. Right now, it feels like Hong Kong stocks have entered a bear market, largely because AI hardware is sucking up all the global capital. While I missed out on the AI rally, I have no intention of chasing it at these levels. Instead, I’m sticking to my strategy and adding to my dividend positions. I also recently started a new position in the Global X Hang Seng High Dividend Yield ETF (03110), and my current plan is to dollar-cost average (DCA) into this ETF throughout the bear market. To fund this, I

$NVO 20260702 53.0 CALL$ Covered call for premium and tiger coins collection 

$HISENSE HA(00921)$ Closed the position for profits 

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

$WUXI APPTEC(02359)$ Trimmed the position for profits 

$PING AN(02318)$ Bought the dip for dividend 

$NVO 20260626 50.0 CALL$ Covered call for premium and tiger coins collection 

$YUE YUEN IND(00551)$ Bought the dip for market swing trading 

$HENGAN INT'L(01044)$ Bought the dip for dividend 

$PropNex(OYY.SI)$ Trimmed the position for profits 

$Petroleo Brasileiro SA Petrobras(PBR.A)$ Bought the dip, to restore position for long term dividend collection 

$FULL TRUCK ALLIANC SPON ADS EACH REP 20 ORD SHS CL A(YMM)$ Bought the dip for market swing trading 

$ENN ENERGY(02688)$ Bought the dip for market swing trading 

$BABA 20260618 150.0 CALL$ Covered call for premium and tiger coins collection 

$NVO 20260618 50.0 CALL$ Covered call for premium and tiger coins collection 

$ENN ENERGY(02688)$ Bought the dip for market swing trading 

Hisense Home Appliances is a relatively boring, slow-growth company. While its dividend payments are stable, its stock price tends to fluctuate. I take advantage of this market volatility by trading the swings—buying when the dividend yield is high (stock price is low) and selling when the yield is low (stock price is high). The company also seems to benefit from major events like the World Cup. Notably, its main products are air conditioners, washing machines, and refrigerators; its TV business actually operates under a separate, financially independent listed entity. Because overseas markets account for over 50% of its revenue, Hisense is truly a global company. $HISENSE HA(00921)$  

$SAP SE(SAP)$ Bought the dip for market swing trading 

$ENN ENERGY(02688)$ Bought the dip for market swing trading 

$Lion-OCBC Sec HSTECH S$(HST.SI)$ Bought the dip for long term investment