2024/8 satellite MoM△ 5.20%, MTD△ 4.64%
The appreciation of yen and stock depreciation were terrible this week, weren't they? It was △ 5.20% for the single month of July, and △ 4.64% for the first day of August alone. Fortunately, they had Japanese yen or long and short US bonds, so the damage may have been suppressed. Last week's and this week's PF were like this.
I bought a few Microns, Arms, and Jumia. This decline is not temporary; it may be a long-term decline. If that happens, I think I'll sell long and short US bonds and buy stocks.
We are considering how fast we will buy stocks and how far we will buy stocks, but since the Japanese yen is 10.2% and the long and short US bonds are 18.5%, and we have a total of 28.7%, I'm thinking of buying about 1% every week.
We are considering how fast we will buy stocks and how far we will buy stocks, but since the Japanese yen is 10.2% and the long and short US bonds are 18.5%, and we have a total of 28.7%, I'm thinking of buying about 1% every week.
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