My SGX Income Portfolio value increases to $392k from $382k mainly due to capital injection into Mapletree Industrial Trust. S-Reits have remained sluggish despite more positive market sentiments that believe interest rates may be cut at least 2 times in 2025. Immense fears from global trade war and potential recession have subsided but future uncertainties are still causing the US and Asian stock markets to remain volatile.
My US Growth Portfolio recovers to US$13.2k from US$8.7k due to rebound of NVIDIA and GOOGL share prices. I am unwavered in their long term growth potential and plan to keep rolling over the cash secured put options to delay the expiry date or take assignment of the NVIDIA and GOOGL shares.
My SRS Ultra Long-Term Portfolio value rises to $212k from $206k mainly due to recovery of OCBC share price.
Portfolio Actions
- Bought 5,275 shares of Mapletree Industrial Trust at $2.02.
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