Wednesday, 30 April 2025

(April 2025 Results) How i would invest in the singapore stock market if i had 100k of spare money

 

April 2025 Returns: -4.80%

Year to Date Returns: 16.92%

Since Inception (9 Sept 2020) Returns: 166.00%

April is a negative month as market volatility sets in. One surprise that has got me thinking is Centurion. It has dipped to 1.0x levels before rebounding back.

I have no doubt about this position.

Other than that, some previous positions i have held before such as Powermatic Data has released a profit guidance citing lower earnings which was what was mentioned in the AGM. Therefore not much surprises there.

At this point i would be making a change again. Playing it to win it. 



Following the poor business update, i have decided to exit Samudera Shipping.

I have also decided to exit Choo Chiang as well in search of hopefully a better opportunity.

In return, i have doubled the position of Moneymax as well as initiated a position in NSL.

Moneymax is just a gold proxy laggard and NSL has became more of Malaysia Precast Player with involvement in Data Centre Projects. This is likely to be a growth in 2025.  With a bit of leeway made in terms of gain so far this year (16.92%), i think i can be a bit more risk taking.

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