2024/6/22 satellite frame MTD + 2.79%
The semiconductor-related momentum has waned a bit, so I'd like to secure profits once, but the S&P 500 is doing well, isn't it? It also feels like a simple gain and rebalance, so I'll just keep going. Satellite PF looks like this. After that, JMIA, which won with momentum, lost money...
The ratio of semiconductors has dropped so much that there has been no change. Do you buy semiconductors as a bargain, buy TLT, which is a long-term US bond, or buy fewer sector ETFs that happen to be held equally?
Demand for copper should be strong due to data centers, but copper mine stock prices are falling, aren't they? Is it simply a reaction that has gone up too much, or is demand for data centers lower than expected? I'm worried.
As for the order, all of the 100% equity is sold on a trail and is as follows.
GOOG・MSFT 10%
NVDA, CDNS, TSM, MU 20%
As for the order, all of the 100% equity is sold on a trail and is as follows.
GOOG・MSFT 10%
NVDA, CDNS, TSM, MU 20%
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2018年から投資を始めて投資の記録をつけています。
https://note.com/puri2_purinn/m/
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