1. Yes I am ready to adjust positions in banks to increase 2. Yes banks are a key economic stock to hold 3. Yes $SGX(S68.SI)$ is a key bank stock 4. Yea the Singapore stock exchange will reach 6000 points
1. Artificial intelligence is a strong theme with continued outperformance forecast for $Alphabet(GOOGL)$$Microsoft(MSFT)$ 2. Ives ai list is comprehensive listing all major technology firms 3. Coreweave shoplift Iren are technology companies not artificial intelligence companies 4. My top artificial intelligence pick is $Microsoft(MSFT)$
$NVIDIA(NVDA)$ is the largest driver of the data centres and ai construction boom and is a buy at $180 1. While there is an ai chip war, nvda’s cuda is the dominant Gpu in this war 2. Nvda’s revenue is growing not shrinking 3. $180 is a buy not a sell, there aren’t many other ai stocks
Which SRS investment: large cap public equity investments in US market CPF vs SRS: SRS is more flexible for holding public equities Best year end strategy for SRS: best strategy for minimising tax is to reduce turnover in the portfolio
$Tiger Brokers(TIGR)$ 1. November performance: while the month started successfully with $Apple(AAPL)$ results above expectations, market volatility and a large volume of expiring call options resulted in a loss for the month with $SPDR S&P 500 ETF Trust(SPY)$ down over the month 2. strategy for December: with losses to recover in this month, strategy is to long protective put options on $SPDR S&P 500 ETF Trust(SPY)$ 3. Outlook : market outlook is negative with tariffs in the USA and further market volatility forecast
1. November performance: while the month started successfully with $Apple(AAPL)$ results above expectations, market volatility and a large volume of expiring call options resulted in a loss for the month with $SPDR S&P 500 ETF Trust(SPY)$ down over the month. 2. Santa rally: while history pre 2020 showed evidence of a Santa rally, there have been substantial changes in markets this year with tariffs in the USA. Likely outcome is further losses . 3. December trading plan is put option protective put contracts on $SPDR S&P 500 ETF Trust(SPY)$
Prediction 1: stock market will experience a 30% drawdown next year due to tariffs after trump loses House of Representatives Prediction 2: collapse of the ai boom with a decline in $Microsoft(MSFT)$
REIT investments such as $STOCKLAND(SGP.AU)$ are high quality investments in real estate as an alternative to direct property investment these investments are low risk & high yield. 1. Property is an essential part of an investment strategy 2. Real estate is a high dividend yield investment as an alternative to stocks