Investment Diary

 The $1.5 billion capital raise in late 2025 fueled speculation about acquisitions, but management clarified it was not specifically earmarked for one. Anthony Noto purchased 56,ooo shares at $17.88 on 2/03/2026 Anthony Noto purchased 28,900 shares at $17.32 on 17/03/2026 Sofi acquired composer 11/05/2026 Composer Technologies is an AI-native, no-code investing platform that allows users to build, backtest, and execute automated trading strategies across US stocks, ETFs, crypto, and options without requiring coding skills.  Founded in 2020 by Benjamin Rollert , Ananda Aisola, and Ronny Li, the company utilizes a proprietary visual editor called Symphonies and large language models (LLMs) to translate natural language prompts into executable algorithmic strategies.  Anthony Noto purchased 15, 878 shares at $15.73 on 8/05/2026 SoFi acquired PrimaryBid - 12/05/2026 PrimaryBid is an FCA regulated fully digitised platform that connects publicly-listed companies with e...

The market is anticipating few events in May 2026! Firstly,  Kevin Warsh will be governing Fed reserve. The current CPI inflation is 3.81% ( good inflation rate: 2%) and US 10 year treasury yield is 4.55% and is interesting to observe him tackling inflation and balancing employment rate.  Whether Kevin Warsh able to be independent or not, we have to be defensive approach in the midst of uncertainty. Secondly, US-China Summit is happening right now Trump bringing many CEO such as Nvidia, Qualcomm, Master, Micron and etc to make a deals with China. Trump invited president Xi to White House on 24 September While I believe these are the win-win situations for the both sides and rest of the world. Lastly, As we still digesting the current events, I collecting premium income using cover-call options trading. Sellers always be love time decay if they did risk calculation while holding stocks why not open short-term contract it provides income and not selling the stocks.  Options...

 During this quarter of 2026, we are experiencing Trump-initiated war on Iran. The oil prices surge due to the strait of hormuz blockade, the stock market is facing uncertainty. I decided to keep DCA on SGX and Sheng Siong because their solid balance sheet which I believe they can sail through such a crisis especially  SGX is the monopoly play in Singapore, as I foresee there will be many IPOs coming due to compelling stability, strong currency and foreign asset managers interested in EQDP expansion and Sheng Siong growth story supported by more BTO projects. I had closed Mapletree Industrial Trust because I don't see any growth in this REIT, will use the fund to DCA SGX and Sheng Siong, meanwhile the fund in the MMF now. In US market, I investing on MSFT, SP Global and SoFi whenever there's a chance. Sell put option Sofi to collect premium and willing to buy the shares if the share price fall below the strike price. I was expecting the share price dropping massively after ear...

This portfolio only concentrate on small amount of DCA monthly. As Trump commenced global tariff causing market uncertainty, I remind myself to keep investing on the good fundamental businesses when temporary weakness. I viewed tariff won’t last long so I continued to invest only in DBS because the price seems to reasonable yet slightly expensive. In second quarter, after reading  sheng siong's annual report  on expanding their outlets which align HDB Master plan and upcoming CDC vouchers, may boost their revenues that given me a sense of confident in Sheng Siong future growth and their defensive approach. I just need to remind myself Sheng Siong does contribute massive dividend but the future value and increase dividend are worth to invest in this portfolio. Decreasing DCA in DBS because the price is overprice  while NII start to slow down as the fed cutting rate. The third and last quarter, I continued to DCA in Sheng Siong for its strong fundamental during thes...

Recently, I read the MSFT earnings and caught my attention that they had 9,000 layoff restructuring for AI revolution. MSFT is scaling data centre faster than competitors, the main strategy is to migrate work load  to azure in the result of increase high-margin recurring income. Cloud and GitHub will provide synergies to the mircosoft ecosystem. Whether the market down or up, it's foreseeable that migration is still going on. I bought some when there was a short-term weakness last week. Considering PE 36 and MSFT is near monopoly and higher switch cost using AI integrate all their services for the future. Long story short about the cloud segment, they are creating synergies by surrounding Azure.  I adding small portion of sofi and CrowdStrike due to temporary drop. I increased my position SOFI after their earning report released. I so confident at Anthony Noto's leadership, they raised new common stock for growth strategy in the future. This company will take advantage of cryp...

 I just added more shares in Crowdstrike, a leading cybersecurity service in the industry. I believe Crowdstrike will continue grow based on P/S, FCF are increasing despite the target price down by the experts. In the recent event, APT actors are attacking essential services in the countries and global company like Microsoft is facing the similar threats and stop hiring certain nationality in the respective department. Those hackers are not doing this for money purpose but might be pursing national interests. Many experts down Crowdstrike target price due to believing the price has been perked therefore it led to slight dipping by institution/ retail investors. I believe Crowdstrike has strong growth in computing cloud despite AI still in early stage and the Big three cloud company (Amazon, msft and googl) are still growing their service which creating a demand in security cloud space.