What I did this first quarter of 2026?!
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 guess in the uncertainty period, continue to stay invest is the key to fight inflation. $1 today will not be the same value tomorrow, so invest in solid fundamentals and growth stories when the price is weak.
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