240429 yesterday's rebalance +
Comprehensive judgment. A rebalance based on recent performance (rate of change), building blocks analysis, etc. in looking at the future. Reduce what's weak and what seems weak, and rebalance to something strong, and interesting.
▽ sale
$Micron Technology(MU.US$ x 36 shares = 4104
TSM x 23 shares = 3174
--
Total: roughly $7278
▽ buy
Aitron x 48 shares = 4656
$Vertiv Holdings(VRT.US$ x 17 shares = 1598
$NVIDIA(NVDA.US$ x 1 share = 879
--
Total: roughly $7133
Plus, the yen appreciated, so
Consultation on GS x 1 share from Japanese yen cash
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