Discrepancies between 2244 and the S&P.

Feeling the risk of rapid rise and exceeding the target return, I took profits on leveraged stocks, SMH, and some of N. I want to wait for the next low-risk entry timing.

Purchased at 2244 yen while playing, it seems to exceed MoM by 10%. Due to the small volatility relative to the return, it may be okay to replace it with QQQM, which is the main asset (almost no movement in the midday is also mentally friendly).

I still think that SP is relatively weak except for tec and not well diversified. Therefore, I would like to consider buying large-cap stocks from each sector instead of making a purchase next time.