$Mapletree Log Tr(M44U.SG)

Context: I missed the opportunity to buy MLT during Trump's "Liberation Day" saga where it dipped briefly to 1.03 on 2 days (L-day & L+2). The price recovered quickly to 1.21 in just 7 sessions (by L+9), but slid in a trough for the month of May-Jun 2025 bottoming around 1.07-1.08.

My Trade: I added my first tranche when it bottomed as this is an attractive price level that gives me a big margin of safety against volatility and a high 6+% yield on cost. Later added another tranche when price went up. But I did not chase it further.

Takeaway: Pays to identify level for accumulation in advance and stick to it. Hence still in the green for MLT now. However, buying at the peak of fear (L-day) still need an iron heart.