There is also Keppel dc reit. It has been newly added to the STI and I expect it to rise further in the future with the data centres under its portfolio riding the AI and technology hype. @DiAngel @Fenger1188 @Wayneqq @HelenJanet @SPOT_ON @Universe宇宙 @LuckyPiggie @Kaixiang @Success88

$TENCENT(00700)$  Great company at a good price to buy more

My first half is like a rollercoaster with unexpected turns. Never know when trump announces tariff and then say that a trade deal is reached

I think these companies shifting towards ETH and SOL is a smart move. When bitcoin rises, the other cryptocurrencies should also rise along. I believe this is just a matter of time and the value of these companies and their stock will rise along. I think this is just a strategy by these companies to increase their worth. As a retail investor, I prefer MSTR and COIN as these are closer to investing in cryptocurrency than those companies. These companies have other businesses not directly related to cryptocurrency unless they allow the use of cryptocurrency as a form of payment. I would prefer to invest in companies with sound business model whose assets would not be subjected to the volatility of cryptocurrency. I would love to see ETFs for cryptocurrency to allow retail investors to invest

My portfolio does not seem to match Temasek’s at all. I hold none of the stocks listed here. So, I guess that is why my returns are so different for this year and also last year’s. Besides OCBC and frenken, my other Singapore shares are SREITS. As we all know, SREITs have not been performing well since the rate hikes a few years back. However, I did have some returns from dividends. I am now waiting for further rate cuts and for SREITs to rebound. I also hope that frenken can ride the AI momentum and give me handsome returns. I think in 2 years, my SREITs will give me great returns. Otherwise, for last year and this year, my main returns have come from HK stocks and I expect for the rest of this year will also be HK stocks. It remains to be seen whether the returns from SREITs will catch

I definitely have committed greed, especially for my HK stocks which have been volatile. When it climbs, instead of taking profit, I waited longer, hoping to have a bigger profit. This happened to my BYD when it has started to slide with the fears of a price war. I also have committed sloth where I bought tencent at a high in 2021 and it has slide down. I failed to evaluate the price and the risk to benefit. However, I managed to average down and have taken profit. As I still believe in the company, I re-entered a position. I would advise beginners to consider cutting loss if the fundamental of the company is gone. However, if you still think that the company is worthy, then price crashes are good opportunities to average down for a bigger profit later. If there is an 8th sin, I thin

I am bullish on technology and AI stocks. I believe trump will pressure the fed to cut rates drastically and this will cause a sharp rise for stocks in this sector. Oracle should do well as the rate cuts float the sector and with the good demand. I think Uber will be limited by the many competitors and its lack of entry to certain markets. I don’t think rocket lab will rise sharply anytime soon as it will take time for to be a dominant player and displace SpaceX. RCL and BKNG might have limited room to rise especially with fears of a recession. Americans are big consumers and even they are cutting back on their spending. Recessions and reduced trade in the various countries due to the tariffs will cause many people to cut back on spending and travel. So, I think only oracle has the

I would not go long on volatility. The extended deadline is less than a month which is hardly long. I think trump just make the tariffs high to force the countries to negotiate with him on his terms to get what he wants. However, when the negotiation does not go in the way he wants, he TACO- trump always chicken out. His aim is not for recession but a more favourable trade for the US. I wouldn’t buy put Tesla because we will never know how long musk will be distracted with the political party that he wants to form, managing it as well as his grudge with trump. Also, Tesla has recently had disappointing sales in many markets and with the intense competition with other companies, I don’t see Tesla performing. I would prefer to continue to invest in ETFs and consider swing trading with th

I don’t think musk’s America Party will succeed. Don’t fight history. Although he is well known, I don’t think he has the political aptitude. I also think his policies will favour Tesla rather than the nation. I won’t hold Tesla. After all, competition in the EV industry is intense and we never know if he will be distracted with politics to focus and advance the interests of Tesla. I think it will be back to the fear of a distracted CEO and this is obviously the market’s fear. Tesla stock will only do well if musk focus on his company and less on other toys just because he has the money. Trump is even more unpredictable than musk. So, I won’t know if trump will be more hostile towards Tesla. But we all know that trump has favoured traditional energy sources so even if he is hostile towar

$TENCENT(00700)$ What not to like about tencent? [Happy]  

1. A due to the business relevance 2. B as it has a wider consumer base 3. A as it will do well with the US’ government contracts 4. B as more popular 5. B as has better chips

I think whatever that is important is worthy to be planned for. I definitely plan ahead to enjoy downtime. I forecast leave for planned holidays, important family events to spend time with and also random days just to take a break. During my break days, I watch my favourite shows, play some games and also watch educational videos on investment and religion specific videos. Regardless whether market is open or closed, I do take part in Tiger’s activities like today![Happy] Rest is vital for health and great performance. It keeps the mind sharp too which is important to making sound decisions when trading the market. Market off days don’t have to be a waste of money. It can be useful to learning more about the market like learning from fellow tigers through this healthy community platfor

I think the postcards are a waste of money and unfriendly to the environment. Many have no use for them now as most have gone electronical and will just throw them. I like that the government implement compulsory savings through CPF and ensure affordable healthcare through the 3Ms- Medisave, MediShield and Medifund. The elderly like the pioneer generation also enjoy more subsidies, helping to make healthcare for affordable. I would be spending a good part of my vouchers on meals as I eat at the hawker centre on weekends and using the remainder on grocery shopping at the supermarkets. It is good that the vouchers are help stimulate the economy too. Singapore also gave out vouchers that allowed citizens to buy electrical appliances that are energy and water efficient. I think the Singa

$TENCENT(00700)$  Very sound company with plenty of cash to constantly buy back shares

I have ocbc and CapitaLandInvest. I regret not buying dbs earlier during the covid time when it was $20. Subsequently always felt that it was too expensive to buy and it has continue to climb higher. My only consolation is that if the SG banks, at least I have ocbc. I have CapitaLandInvest as I believe that its robust real estate will bring in high returns along with good dividends. I’m familiar with the above 10 except flex which I have never heard before. Thank you for pointing this out for me to look into. Any of the SG banks will offer good returns. I wouldn’t invest in the rest as there are threats facing these companies such as rising competition, legal threats for Wilmar, lack of convincing future growth or capturing market share for singtel. I think CICT should make it to the l

Replying to @MHh: @Universe宇宙 come join//@MHh: @SPOT_ON @HelenJanet @Success88 @LuckyPiggie @DiAngel come join//@MHh:I will not trade big banks now. I think the golden time to buy would be before the rate hikes where the subsequent rate hikes helped banks to take in huge earnings. Even if Michelle bo

I will not trade big banks now. I think the golden time to buy would be before the rate hikes where the subsequent rate hikes helped banks to take in huge earnings. Even if Michelle bowman ease regulations on the banking industry, there is no denying that rate cuts would dent the earnings of banks. It is widely expected that there should be 2 rate cuts this year and knowing Trump, there must be more to come. Given trump’s unpredictable nature, he may also change his mind or pressure Michelle to do what he wants. I expect banks to still do well as rates are sti much higher than historical rates. From Q1, rates have been held steady. So I expect the big banks to still deliver stellar earnings. The impact of rate cuts will likely be seen next year if indeed 2 rate cuts materialise this year

I believe in sector rotations as different sectors flourish under different economic conditions. However, each sector is not homogeneous and different companies can shine even when others fare badly. Therefore, it will still be down to choosing the right companies unless I go for thematic ETFs. I expect Apple to catch up especially with the expected rate cuts later in the year which is usually beneficial for technology sector. Between meta and apple, I would still choose apple as the ecosystem is sticky and there are many die hard fans, including me. Meta has yet to proven its AI potential so I would prefer to watch where the company is heading and its prospects. July would be a tricky month with trump mentioning that he would not extend the deadline for tariffs reviews. This will ag