MilkTeaBro
MilkTeaBroCertificated Individuals
Tiger Certification: A retail investor with more than 20 years investment experience
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04-22 01:38
I closed 300.0 share(s) $Singtel(Z74.SI)$  ,Trimmed position and locked profits 
I closed 400.0 share(s) $YZJ Shipbldg SGD(BS6.SI)$  ,Trimmed position at minor profits 
I closed 500.0 share(s) $YZJ Shipbldg SGD(BS6.SI)$  ,I don't know what is going on, I just trimmed position at minor profits. Shipbuilding is the strongest cyclical business, hold little position at good price is ok for me.
Fed reserve is a independent private organization. His  top priority is to maintain USD buying power stability. I also wonder what the Fed will do if the US government bonds default. US government and Fed have a totally different target. All Trump wanted is to refinance T-bill as low interest rate as possible, Tariff, recession,  all these are tools to press down T-bill yield. when the T-bill yield surge, Trump administration quickly flipped their policy to calm down T-bill market.
I opened 1000.0 share(s) $Wilmar Intl(F34.SI)$  ,Buy the dip. I trust Wilmar management team. Their ESG record is the highest in the same industry. In the worst scenario, the bribery should be not from Wilmar high management level.
I closed 300.0 share(s) $Singtel(Z74.SI)$  ,Locked some profits. I bought some for dividend, but it rise up much more than my dividend expectations.
If US delist Chinese Company then USD and US financial markets will loss credibility. No Chinese asset involve US last advantage will disappear.
I closed 20.577 share(s) $Global X Robotics & Artificial Intelligence Thematic ETF(BOTZ)$  , Cutting loss a little. It's not a good year to talk story. 
I closed 1000.0 share(s) $TRACKER FUND(02800)$  ,More position orders filled, wanted to top up margins 
I closed 4000.0 share(s) $LION OCBC HSTECH ETF S$(HST.SI)$  ,More position orders filled, wanted to top up margins. 
I opened 4800.0 share(s) $Genting Sing(G13.SI)$  ,Swing trading 
I opened 4000.0 share(s) $LION OCBC HSTECH ETF S$(HST.SI)$  ,Buy the dip
I opened 1000.0 share(s) $TRACKER FUND(02800)$  , Global market P/E ratios and dynamic geopolitical tensions are currently under review. The shifting world order presents significant challenges. What constitutes a truly safe haven asset in this environment? Which markets offer the most promising investment opportunities? Long-term investment horizons are essential. The current trade disputes may take two years or more to fully resolve, mirroring the lengthy recovery from the 1930 Smoot-Hawley Tariff Act, which only saw a turnaround at the next midterm elections.  The current volatile market offers investors ample opportunities to "buy the dip" over the long term. Patience and a long-term perspective are key, rather than rash decision-ma
I opened 900.0 share(s) $YZJ Shipbldg SGD(BS6.SI)$  ,Long term investment, may turn around within 2 years.
I opened 100.0 share(s) $Venture(V03.SI)$  ,Accumulating 
I closed 1000.0 share(s) $TRACKER FUND(02800)$  ,Swing trading, tariff war is far from the end, pain relief bounce is short. It is good price for long term investment.
I opened 1000.0 share(s) $TRACKER FUND(02800)$  ,Accumulating 
I opened 500.0 share(s) $BYD ELECTRONIC(00285)$  ,Accumulating 
I opened 100.0 share(s) $Venture(V03.SI)$  ,Accumulating 

Navigating the Impact of the Trump Tariff War on Investments

The Trump tariff war has significantly shaken U.S. stocks and global markets, affecting nearly everyone. In the first week of April, my portfolio experienced a paper loss of 1.3%, equivalent to approximately SGD 6,000.   With the Hong Kong stock markets closed for a holiday last Friday, I anticipate further declines in both Hong Kong and Singapore markets next week.   What Should I Do?   1. Reviewing My Portfolio Assets Most of my investments are in dividend-paying stocks. I hold a notable position in the technology sector, with HST showing a floating gain of 90%, which I plan to leave untouched. BYD Electronics $BYD ELECTRONIC(00285)$  and ISDN $ISDN(I07.SI)$  have P
Navigating the Impact of the Trump Tariff War on Investments

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