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Update on my thoughts on post-Trump investor positioning (11 Nov 2024)

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Your spouse inherits S$1 million and has never bought a stock — what should the portfolio look like?

S-REITs are back at Iran-war lows and yield 6.4% — will I buy back the REITs I sold this year?

Nvidia jumps 8.7% and adds US$440 billion in a day — is the AI capex boom priced in? Will I still buy AI stocks?

FH Personal Portfolio & Macro Views (30 August 2026)