Looking back on the first half of the year and future predictions ③
The factors behind the increase in assets in the first half of the year were the strong stock market, particularly the rise in semiconductor-related stocks against the backdrop of investment in AI, and the depreciation of the yen, which progressed from 140 yen/dollar at the beginning of the year to 153 yen as of 7/29, were significant. In particular, NVDA, which made large profits in May and June, secured 80% of its holdings in July. Also, since July was moving in the direction of yen appreciation and dollar depreciation due to movements of the Bank of Japan and the Federal Reserve, Moomoo's account was negative on a yen basis, but it is positive in terms of the dollar trend of US stocks.
By sector, expectations for technology stocks have been high in recent months, and actual performance was good, so they reached the point where they accounted for 90% of temporary holdings, but in particular, the financial environment changed drastically in July, so stocks were replaced. The current investment ratio by sector is 30% for technology, 25% for healthcare, 15% for finance, 11% for energy, 5% for insurance, 2% for transportation, and 12% for crypto assets. Until now, crypto asset-related stocks have hardly been dabbled in, but since there have been changes such as crypto asset ETFs being approved in the US market, it is not possible to directly invest in IBIT etc. from Japan, so they have been added to the portfolio.
As for asset allocation, stocks including mutual funds and ETFs were 65%, cash was 15%, real estate was 20%, and dollar assets were 60% and yen assets were 40% by currency.
As an idea for the future, if there is a major trend change, such as the clear trend of dollar appreciation due to interest rate differences up until now or the NVDA settlement in May, etc., the investment ratio will also change drastically in a flexible manner, but for the time being, I don't think extreme concentrated investment is necessary as of the end of July. I would like to continue to pay attention to interest rate trends in each country, the US presidential election, and the financial results of each company.
By sector, expectations for technology stocks have been high in recent months, and actual performance was good, so they reached the point where they accounted for 90% of temporary holdings, but in particular, the financial environment changed drastically in July, so stocks were replaced. The current investment ratio by sector is 30% for technology, 25% for healthcare, 15% for finance, 11% for energy, 5% for insurance, 2% for transportation, and 12% for crypto assets. Until now, crypto asset-related stocks have hardly been dabbled in, but since there have been changes such as crypto asset ETFs being approved in the US market, it is not possible to directly invest in IBIT etc. from Japan, so they have been added to the portfolio.
As for asset allocation, stocks including mutual funds and ETFs were 65%, cash was 15%, real estate was 20%, and dollar assets were 60% and yen assets were 40% by currency.
As an idea for the future, if there is a major trend change, such as the clear trend of dollar appreciation due to interest rate differences up until now or the NVDA settlement in May, etc., the investment ratio will also change drastically in a flexible manner, but for the time being, I don't think extreme concentrated investment is necessary as of the end of July. I would like to continue to pay attention to interest rate trends in each country, the US presidential election, and the financial results of each company.
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