Good job in June.

Due to the main focus on semiconductors, June was doing well until the sharp drop in NVIDIA caused a significant decline.

The target of a 10% monthly profit is far off.

The six-month yield is also losing to the 40% of the FANG Plus bought in NISA.

It would have been somewhat better if I had sold NVIDIA at the first decline, but I missed the chance and watched it until the Fibonacci 38.2% retracement.The decline has somehow stopped, but it seems to be entering a range, so I want to reduce my position and switch to rising stocks.But which brand is good?