$Realty Income MD(O.US)39.SG$ riding the SG record run with the STI at 5,493 and Q2 GDP beating at 5.7%. all three local banks near highs as the AI-manufacturing story shows up in the national numbers. i hold OCBC as ballast, ~5% yield, fortress balance sheet, quietly compounding while US chips whipsaw 40% in a week. not adding at record highs, just collecting and holding.
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