PORTFOLIO UPDATE

At 18 and turning 19 in 3 months, currently sitting on $17k of investment and cash, I am heavily focused on building a high-growth foundation early, which is why I deployed 2,000 SGD last Friday to capitalize on the recent market pullback. Instead of sitting on the sidelines during the sector sell-off, I used the red days as a strategic entry window to scale into $Broadcom(AVGO)$  $Marvell Technology(MRVL)$  $Rocket Lab USA, Inc.(RKLB)$ $Ondas Holdings Inc.(ONDS)$ . This fresh capital injection solidifies my exposure to core artificial intelligence infrastructure and aerospace tech right as the chip sector begins its resilient bounce.

​This high-conviction tech portfolio represents the aggressive engine of my broader wealth strategy, as I follow a strict 60/40 rule—allocating 60% of my overall capital to Tiger Brokers for high growth, while keeping the remaining 40% safely tucked away in fixed income and slower-growth assets. Within this 60% equity sleeve, my portfolio is heavily anchored by semiconductor giants, with $NVIDIA(NVDA)$ leading the pack at 24.74%, closely followed by Broadcom at 23.56% and Marvell at 19.36%. Meanwhile, my high-upside expansion bets like Rocket Lab stand at 12.13%, with positions like Ondas captured within the 9.80% "Others" allocation.

​Crucially, even after deploying cash last week, my tactical Cash Balance within Tiger Brokers sits comfortably at 10.41%, which is a vital pillar of my strategy at this stage in my investing journey. Backed by my 40% fixed-income safety net, maintaining this ~10% liquid buying power isn't passive; it is an offensive weapon that ensures I can strike instantly during sudden market rotations without touching my long-term positions. This dry powder gives me a massive tactical and psychological edge, effectively transforming volatile red market days into discount shopping sprees.

KEEP UP THE GRIND GUYS [Anger]