On November 9, 2024, the Trump rally has a Month-to-Date increase of 3.5%.
Trump's landslide victory, and my satellite investment result is +3.5% MtD. I feel like it may continue like this until the end of the year. The satellite's PF is as follows.
I bought a little VOD of defensive shares in the gap where funds moved to growth stocks. However, with a PER of 20, it's not that cheap. It also seems like a good idea to play it safe and buy QQQM.
Here is how the sector etf looks. With Tesla's skyrocketing, XLY quickly jumped to the top.
Here is how the sector etf looks. With Tesla's skyrocketing, XLY quickly jumped to the top.
I don't think the balance is that bad. So, I decided not to move the sector ETF next week.
The game plan for next week is as follows.
①ARM, CDNS, MU with a 20% trailing stop sell (ongoing).
I still think there is a possibility for further rises mainly in the high-tech sector.
②Trump Trades
I think there will be a broad rise, so I will continue to buy QQQM up to 22% as a limit towards the end of the year.
③Resource Shares
I think despite the strength of the dollar, there are also concerns about inflation, so I plan to gradually buy BHP, RIO, VALE. Just little by little.
The game plan for next week is as follows.
①ARM, CDNS, MU with a 20% trailing stop sell (ongoing).
I still think there is a possibility for further rises mainly in the high-tech sector.
②Trump Trades
I think there will be a broad rise, so I will continue to buy QQQM up to 22% as a limit towards the end of the year.
③Resource Shares
I think despite the strength of the dollar, there are also concerns about inflation, so I plan to gradually buy BHP, RIO, VALE. Just little by little.
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mooではほぼ毎週投資結果を投稿してます。
2018年から投資を始めて投資の記録をつけてます。
https://note.com/puri2_purinn/m/
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