Saturday, April 05, 2025

SGX Portfolio Updates Mar-2025

Acquisitions:

- Bought OCBC at $16.xx

Dividend / Profit Taking / Cut Loss:

- Received dividend from MPACT, MLT and MINT

Current Portfolio Capital Gain / Loss:

- Red @ -5% (as-of 4-Apr-25)

Watch list:

- DBS, OCBC

US new tariff kicked in, market fear of trade war, STI went down 100 points in 1 day. I am looking for chance to enter DBS at around $40 and OCBC around $15, hopefully during their XD.

I am also looking forward to add other company like Wilmar and Venture during their XD in Apr-25.

However with limited war chest size, I might only able to add some SG local banks.

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