ひろ0723 commented on a stock · Nov 13, 2024 17:28

Crying over stocks and laughing about exchange rates.

$NASDAQ 100 Index (.NDX.US)$ The yen is weak again today. Yesterday we were saved by exchange rates, but the market is concerned about inflation due to policies, rising interest rates, and worries about China. The VIX and interest rates are not at abnormal levels, so it feels like taking profits from last week and adjusting positions to a more cash-heavy stance. I hope we can weather a slight downturn. ^_^

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ひろ0723

NISA積立NAS/成長個別。SOX量子も当面無視。データ/電力/防衛セキュリティ/レジャー/外食チェーン/金融の関税遠いセクターの個別

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