I am growing more optimistic that we have turned the corner. With 4th of July out of the way, decent inflation numbers and a recession becoming less likely, the stage is set for a summer rally.
As part of my portfolio review and deciding to scale up the holdings that I want to keep for the long term, I bought in the first 2 weeks of July: LGEN, AV, VUKE, GSK, VOD, VUSD, more Frasers Logistics Trust, and the usual FSMOne 2800.HK RSP.
I will probably deploy more cash in the coming week of 17 July and thereafter sit tight till the end of the year (regular DCA of core ETFs will still take place, but the rest will probably go to T-bills).
