HK Bear Market, DCA This ETF.
@MilkTeaBro：
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