Diary entry, Friday 3 July 2026. Brutal week for the chip crowd, memory down about 11% in two days and Tesla fell 7.5% on its best delivery quarter ever. My boring dividend book barely moved, and honestly that is the whole point 📝
What I hold and why it held up this week:
- Keppel DC REIT, ~4.8% forward yield 🏢
- Mapletree Industrial Trust, ~5.4%
- a core position in $DBS(D05.SG) , still my anchor SG bank at ~5% yield
One confession: i did nibble a little Micron on Wednesday's dip out of pure FOMO and it is already red 🤡 lesson relearned, catching a falling knife is not investing, it is boredom with extra steps. back in my lane now.
What actually moved my thinking this week: the +57k jobs print. weak labour data pushes out rate-hike timing, and that is a quiet tailwind for yield names and SG banks. the chip drama makes headlines but it is the rate path that touches my portfolio.
What i am watching: SGX custody reform kicks in July 15, and whether REIT distributions hold as rates settle. signed leases and payout ratios, not one ugly chip week.
Different time horizon, different game 🇸🇬
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