おねご wrote a post · Dec 5, 2024 07:22

Select and focus

Yesterday. $NASDAQ 100 Index (.NDX.US)$ Also rose by 1.24%, it was a good atmosphere, wasn't it? Many people may have seen their overall stock holdings rise.

In my own holdings, there has been a recent silence. $GoDaddy (GDDY.US)$ Gold was the top performer. Let's go, dad! 👨

And also, $SoFi Technologies (SOFI.US)$ 、 $Twilio (TWLO.US)$ 、 $Applovin (APP.US)$ 、 $IonQ Inc (IONQ.US)$ It was a nice upward trend, $Netflix (NFLX.US)$ It slowly rose and hit a new high.

I withdrew from stocks I thought had passed their peak and reallocated funds to stocks I believe will continue to grow. Specifically, $Rocket Lab (RKLB.US)$ and $YPF SA (YPF.US)$ Cut off $SoFi Technologies (SOFI.US)$ 、 $Applovin (APP.US)$ 、 $Palantir (PLTR.US)$ I bought more

Still 8 stocks... still too many, so I want to narrow it down to about 5 stocks. However, there were really a lot of unnecessary trades in November, so unless the situation changes, I want to continue holding onto strong stocks, believing that strong stocks will remain strong.

It seems that the decision is being made to go with US stocks, but Japanese stocks are in a state of confusion. I want to manage Japanese stocks as an anti-yen measure.

$Monex Group (8698.JP)$ It reached the high of 2021 and then fell, so I took full profit.

I bought it yesterday. $Otsuka Holdings (4578.JP)$ I was expecting it to continue rising, but it quickly broke and I decided to withdraw.

Instead $Sapporo Holdings (2501.JP)$ and $The Japan Steel Works (5631.JP)$ I bought steel, but I wonder what will happen. However, Japan Steel Corporation seems to be at a milestone price in 2009, and I accidentally bought it without realizing that. If it stagnates at this milestone price, I will switch to other stocks.

Many stocks are rising during the year-end rally, and I want to allocate funds to where the most growth is.