My Investing Journey

  Q1 2025 Reflections and the Impact of Trump Tariffs As Q1 2025 comes to a close, I’d like to take this opportunity to sum up my investment results and share some thoughts on recent market developments. For the first quarter, my total dividends amounted to SGD 12,000. While this figure is somewhat disappointing, I believe it is reasonable considering that most of my portfolio’s dividends are expected in Q2. I remain optimistic that the upcoming quarter, especially with the boost from my bank stocks—particularly DBS—will deliver stronger returns. In April, President Trump implemented new high tariffs on multiple countries, sending ripples across the global stock markets. The Singapore Exchange (SGX) was no exception. My portfolio, being heavily invested in SGX-listed stocks, has been significantly affected, with valuations turning sharply negative. In response, I made the decision to sell several of my REIT holdings, which had already been under pressure due to prolonged hi...