Recent adventure in US market is not good as tech starts to correct. Even though I was prepared that this could happen with mitigation strategy, the cost is still quite painful and feel timing ( fate ) could be better. With US treasury yield continues to rise, both bond and equity broadly are coming down the same time while mainly banks stocks move up. Stock and bond prices usually move in opposite directions. What will Fed do this time ? Nothing so far unless it spreads to destabilize the value market I feel. Tech stocks are in bubble territory so any correction to them is very welcome to Fed probably.
My portfolio is now segmented into Bonds, SG Core, SG Reits and US Stocks. At this moment is lagging behind recovering STI index by a few percentage points as market moves to value while within Quality Reits get hammered. On dividend plan,