2244 and SP bias

Since they felt a risk due to the rapid rise and the target return was exceeded, they took advantage of Leva stocks and part of SMH and N. I want to wait for the next low risk entry timing.

The 2244 I bought with the yen I was playing with seems to be over 10% for MoM. Since there is little variation in return, it may be good to replace QQQM, which is the main asset (the fact that there is almost no movement in the field is also mentally friendly ◎)

After all, SP other than TEC is relatively weak, and I don't think dispersion is effective. Therefore, next time I would like to forego purchases and consider purchasing large stocks in each sector instead.