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 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 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.
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