Speaking from the results, it is significant that we were ab...
Speaking from the results, it is significant that we were able to maximize 5/28 profits by not omitting SMCI on 5/15 and NVDA by securing MSCI after the NVDA settlement and buying more NVDA. Looking back on May, I can understand the details of the business, and investing in something with good financial results produces returns above the market average, so I would like to scrutinize the numbers and momentum of the market and companies in June, hold excellent companies at an appropriate ratio, and rearrange portfolios in a timely manner.
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