Decided to do a "tweets".
Trade talk has just taken a surpise turn for the worst to my dismay. Is now more like two arrogant kids having a face off. It could get worst. One would think two sensible adults will come to a compromise but life is unpredictable.
This has hit my first level warning. Having 11% returns in 4 months period, is like swimming ahead by 10 laps. So for this phase I will do further profit taking.
Sold half of my Ascendas-h Tr as I have more than 2 years of dividends. The future dividend loss will be felt.
Sold only the amount increased of Mapletree Ind Tr which I have increased before ex-dividend. It was average up previously in anticipation of better market environment and net net after dividends still have slightly more profits. This is more like de-risk levelling move.
Sold SIA. Just few lots. While is gain ytd. Counter level is slight loss. Is non core so is a counter less to manage. I also decided to release one of my US stock at market price with similar story as SIA.