2024/7/13 Satellite MTD + 3.16%
Semiconductors have collapsed, haven't they? Also, will the appreciation of the yen intervene? Meanwhile, the satellite was doing pretty well. NVDA, MU, and TSM caught 5% trail stops across the board, leaving only CDNS, MSFT, and GOOG. I've been going to the hospital quite a bit recently, and I thought it would be useless if I didn't increase my life defense funds a little more, so I'm thinking of withdrawing money from the satellite quota. I'd like to keep the satellite quota to around 20%. The PF situation is as follows.
Tech declined drastically from 34.7% to 26.3%, and JPY increased drastically from 4.9% to 12.5%. As I mentioned earlier, I would like to accumulate life defense funds from here on. What are we going to do with the rest? I don't feel like I'm attacking here because of the feeling of the market price. I wonder if I'll keep it with Cash or buy TLT.
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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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