MilkTeaBro
MilkTeaBroCertificated Individuals
Tiger Certification: A retail investor with more than 20 years investment experience
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02-03 09:54
$ZOOMLION(01157)$ Closed position for profits 
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02-03 00:49
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02-02 13:49

Jan 2026 Portfolio Update

January 2026 Performance:   Generated a profit of SGD 15,000, representing a 2.6% gain. 2026 Dividends (Year-to-Date):   Accumulated SGD 1,700 in dividend income. I continue to focus on optimizing my portfolio of Hong Kong and Singapore dividend-paying stocks. These markets currently offer attractive valuations and high dividend yields. Given the evolving global macro landscape, I believe international capital may increasingly rebalance toward emerging markets—including Asia—in search of yield and value. The AI-driven internet sector, particularly Hong Kong-listed technology companies, stands to benefit significantly from long-term structural trends. While the U.S. is home to leading AI innovators, their valuations remain elevated and less compelling from a risk-adjuste
Jan 2026 Portfolio Update
$WEIGAO GROUP(01066)$ Bought the dip 
$BYD COMPANY(01211)$ Bought the dip 
$PETROCHINA(00857)$ Closed position for profits 
I recently subscribed to the ASEAN Dividend ETF. After cross-checking with AI and analyzing the portfolio, I found that the top 10 holdings—weighted by their allocation—have an average dividend yield of approximately 5.6%. This supports the view that a ~6% dividend yield is sustainable. The ETF offers convenient exposure to ASEAN equities, which are otherwise difficult for individual investors to access directly, making it a compelling addition to my portfolio. $UOBAM Ping An FTSE ASEAN Dividend Index ETF(UPD.SI)$  
$BYD COMPANY(01211)$ Trimmed position for profits 
$Olam Group(VC2.SI)$ Bought the dip for market swing trading 
$HISENSE HA(00921)$ Bought the dip for market swing trading 
$WEIGAO GROUP(01066)$ Added position for dividend 
$PAX GLOBAL(00327)$ Added position to dilute holding cost 
$MNSO(09896)$ Bought the dip for market swing trading 
$Wilmar Intl(F34.SI)$ Trimmed position for profits 
$BOC HONG KONG(02388)$ Trimmed position for profits 
$CHINA MOBILE(00941)$ Added position for dividend 

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