Things are looking good, the improvement target increased to 7.2% and provided motivation that it could really get better by year end. This month was helped by positive stock movements, especially across Reits. There was zero leftover cash saving as it went towards SRS contribution and CPF housing refund. I have one last Tbill due to mature and that's it. Good yields are getting harder to find so I have adopted a new approach, that is to wait. Yet exactly what am I waiting for? Here's where I breakdown the thought sequence and current status.
Following the truce of the Israel Hamas war, there's a good amount of congratulations among world leaders. Various trade summits were held and the statements put out were rather positive, with the caveat of challenges still remaining. Meanwhile, global stock markets hovered around new highs, oblivious to the trade policies being in disarray. Against all odds, there are companies reporting strong financials. The Ukraine Russia conflict felt almost like a side note. Gold and precious metals are on a bull run which to me, is not a sign of fear but reallocation away from the USD. In Singapore, it's especially amazing to read high prices paid for big ticket items. The feel good factor is real. Money can be spent freely because there's loads floating around. In this regard, I have assessed my situation and decided on a spending diet. As I continue to buy small amounts of bonds, any leftover saving is put on standby for a market correction. I hope it comes within the next year. Time to be a contrarian.
Dividends as of October 2025: $8299.45 (avg $829.94 per month)
Tip: Jjangsu Brewed Jeong, pleasant chinese herbs, easy quaff, distinct floral after taste
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