ken wong

Rate Of Return

Ranks in the top 30% of account holders by rate of return Calculated based on your Longbridge (Singapore) A/C

Total Assets

Ranks in the top 20% of account holders by total assets Calculated based on your Longbridge (Singapore) A/C

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$Schwab US Div Eq(SCHD.US) have been dollars cost averaging into SCHD for 1 year

Have been performing well for this year. Hope this will continue on for next season and SCHD is one of my core holding in my portfolio together with S&P 500 and QQQ

I will continue dollars cost averaging to the end of this year and to rebalance my portfolio

$SpaceX(SPCX.US)is a high volatility stock just buy some shares in my portfolio ( to see for long term gains ) just IPO and no history

Need to wait and see for the future. As SpaceX is exposure to space, starlink and pioneers defence..

Not like Tesla is more mature stock is exposure to Ai and EV as we are using them for our daily life more or less

$Strive Inc Pref Shares SATA 12.0 Perp 12/10/25(SATA.US) Sata is like a dividend stock that pay out 13% yields annually

Sata dividend is paid out daily just like money market funds but not like money market fund Sata is a Extreme Volatility investment backed by bitcoin.

Just started a small percentage in my portfolio going to hold for 6 to 9 months

$Alibaba(BABA.US)

Have been buying in to Alibaba since the the beginning drop 📉 to low my cost price

And this is one of my long term investment (AI stocks). They are paying some dividends

But AI stocks are very volatile may not see any return for the short term and if the AI bubble bursts would be very painful.

$Main Street Capital(MAIN.US)to diversified my portfolio.. and to lower volatility not just holding S&P 500 and QQQ. But REIT will be sensitive to high interest rates

$NEOS Bitcoin High Income ETF(BTCI.US)this is a stock that have the highest volatility and decline ytd

This stock has long horizon to go up and down

$TappAlpha Innovation 100 Gr & Dl Inc ETF(TDAQ.US)is a 0DTE daily cover calls on QQQ.

QQQ is high growth stocks but high volatility also

TDAQ have incomes but volatility

Growth vs income

$Neos S&P 500 High Income ETF(SPYI.US)I’m having SPYI ETF as my base in my portfolio… SPYI having monthly dividends but underperform (Voo/spy) in growth

Can’t have both at the same time

$Roundhill PLTR WeeklyPay ETF(PLTW.US)as a long term investment I’m buy more shares as the price drops as a AI stock growth opportunity.. but is volatility still

$Schw Us L-Cp Grw(SCHG.US)SCHG is my long term investment plan and DCA monthly

$Roundhill PLTR WeeklyPay ETF(PLTW.US)stock price performance in 2025 good but 2026 volatile and come down in early 2026

I’m still holding

$Roundhill Magnificent Seven Cov Cll ETF(MAGY.US)have been dollar cost averaging since the drop

$Super Micro Computer(SMCI.US)still waiting drop to get some more shares….

$Grab(GRAB.US)is the only one service providers. Food/financial services/transport in Singapore have been using it..

Long term investments

$The Campbells(CPB.US)have been doing dollar cost averaging daily since the drop…

Hope it works out for Campbell 2026

$Amplify International Enhanced Dividend Income ETF(IDVO.US) I want have some international exposure no all in to US market

$Schw Us L-Cp Grw(SCHG.US)this is heavily invested in magnificent 7(Apple / Nvidia / Microsoft ……)

I’m holding for long term investment

$Schwab US Div Eq(SCHD.US)as a dividend income stock and this has defensive holding.

But as technology rally in a bull market Schd has been under performed in 2025

$Neos S&P 500 High Income ETF(SPYI.US)the stock market 📈 but the oil/ceasefire/inflation crisis is still going on.

I will just keep watching and DCA

$Alibaba(BABA.US)just started add some shares on the dip baba … will keep building if still got good price

I will wait for 1 to 2 days to see how do not expect any

$Schwab US Div Eq(SCHD.US)have been adding more shares … to diversify my portfolio

As this Iran war is still ongoing

$Schw Us L-Cp Grw(SCHG.US)in the beginning my cost 30.40 as I dollar cost averaging I have bring down to 29.599

Do not panic sell or buying

$Roundhill Magnificent Seven Cov Cll ETF(MAGY.US)just turn green today… will keep dollars cost average to bring down my prices

$Neos S&P 500 High Income ETF(SPYI.US)I have been trying to dollar cost average down as much as possible…

Now

$Grab(GRAB.US)as a grab user I think it’s has potential to grow

Bank/food delivery services/transport

But grab Asia company….