A sharp rise from CPI ๐
The CPI was as expected last night, and US stocks were quite risk-on ๐ The S&P 500, Dow, and NASDAQ all hit new highs ๐ they hit new highs, so the risk-on market may come from here ๐ค
My portfolio also caught fire ๐ฅ What I want to mention
$Vistra Energy(VST.US$ I had my eye on Tuesday, but it made a splendid comeback
$Blue Bird(BLBD.US$ I just bought it on Tuesday, but it's been up about 6% since pre, so what happened ๐ฒ
$Sprouts Farmers Market(SFM.US$ Excellent stocks that didn't collapse on Monday and Tuesday ๐งโ๐พ but maybe there's no room for improvement anymore?
$Sterling Infrastructure(STRL.US$ Successful repurchase after being sold once on Tuesday
$SharkNinja(SN.US$ A brand with an interesting name ๐ฆ๐ฅท Even though it was expensive in the market, I woke up in the morning and had a beard ๐ข
$Goldman Sachs(GS.US$ A sober but safe and secure rise
$Fabrinet(FN.US$ An amazing V-shaped recovery from financial results, and a further rise after the high was hit on Tuesday
That's where it is. Buying too much ๐
There are quite a few, so I divided the images into 2 sheets and attached them. However, FN and the like don't fit here, and there are many more brands ๐
Seeing that the CPI passed yesterday, I bought up to about 80% of the capital as a position.
There are no more dollars! There's still Japanese yen left, but Japanese stocks aren't very good, are they? Maybe I'll change the rest to dollars ๐คฉ
![A sharp rise from CPI ๐](https://sgsnsimg.moomoo.com/sns_client_feed/181516860/20240516/260902cfaab28ae035dcb16c3875e988.jpg/big?area=105&is_public=true)
![A sharp rise from CPI ๐](https://sgsnsimg.moomoo.com/sns_client_feed/181516860/20240516/f6850d16c5fb67a3641052a36d48fdba.jpg/big?area=105&is_public=true)
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amekabu : You know some pretty interesting brands. The first brands I've heard are also all over the place. However, it seems that the turnover is low, so I'll check it out.
ใใญใ OP amekabu : I, too, are all things that other people taught me on Moo. Everyone is detailed![sunglasses ๐](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f60e.png)
It's true that the turnover is low, so be careful!
183525090 : Selecting stocks for Japanese stocks is difficult, isn't it?
How about Mitsubishi UFJ, Unicharm, Itoen, Toyota, Bunka Shutter, Aoyama Corporation, AZ-COM, and Orix now?
ใใญใ OP 183525090 : It's a brand that everyone seems to know![relaxed โบ๏ธ](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/263a-fe0f.png)
ORIX has a beautiful upward trend on a weekly basis, so I've been holding it for a long time with an account other than MOOMOO!
183525090 : I try to choose stocks representing each industry rather than minor stocks.