1-B, 2-B, 3-B, 4-C, 5-B, 6-C, 7-B, 8-B, 9-A, 10-D

😇📉💎 Portfolio is in the red, but my conviction isn’t. Holding on for long-term and confident that I will ride out the storm.

$Boustead(F9D.SI)$  

$Boustead(F9D.SI)$  

$Boustead(F9D.SI)$  

$Boustead(F9D.SI)$  

$Boustead(F9D.SI)$  

$Boustead(F9D.SI)$  

$Boustead(F9D.SI)$  

$Boustead(F9D.SI)$  

A Hike 25bp, AI and tech stocks will be hit

🚨 $100 Oil: Who Wins, Who Loses? Oil above $100 isn’t just a headline—it’s a market regime shift. Energy shocks ripple across sectors, creating clear winners and losers. 🟢 Winners Energy stocks: Majors, refiners, and service firms gain from higher crude margins. Commodities: Gold shines as an inflation hedge; copper benefits if capex holds. Defensives: Utilities and staples pass costs through. 🔴 Losers Tech: Inflation drives rates higher, compressing valuations. Consumers: Fuel costs erode disposable income. U.S. equities: Rising yields pressure multiples. 💡 Rally or Shock? Sustained $100 oil could mark a new supercycle—underinvestment, geopolitics, OPEC discipline. But weak demand may turn it into a spike. 🎯 Portfolio Moves Tilt toward energy & commodities, keep defensives, trim gro

Amazon → 6: CAI NIAO Microsoft → 3: PlayStation 5 console Alphabet → 8: OpenAI Meta → 4: TikTok Starbucks → 6: Luckin Coffee Apple → 2: Samsung smartphone Tesla → 5: Lucid Air car NVIDIA → 7: AMD

$Boustead(F9D.SI)$  

$Boustead(F9D.SI)$  

$Boustead(F9D.SI)$  

$Boustead(F9D.SI)$  

$Boustead(F9D.SI)$  

$Boustead(F9D.SI)$  

$Boustead(F9D.SI)$