$Singtel(Z74.SG)$Keppel DC Reit(AJBU.SG)
Both of my core holdings in LB took a severe beating this week, and the pain was real!
My single biggest takeaway? Always maintain a proper hedge. Riding out an unhedged drawdown is an absolute psychological endurance test. When your portfolio bleeds red, spreadsheets won‘t comfort you—your mental resilience does.
The real game in investing isn’t just picking winners; it’s whether your stomach can handle the gut punch of market volatility without losing your cool. Lesson deeply learned: defensive hedges aren‘t optional—they are the shock absorbers that keep your sanity intact!
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