The market is considering the year after next from now on, rather than ten years from now.
$NASDAQ 100 Index (.NDX.US)$ Semiconductors were slightly up, dragged down but slightly up. When thinking about the next ten years, it's about high tech and semiconductors. However, the market seems to be concerned about next year's sales being tough due to Trump's export restrictions. Otherwise, there wouldn't be a decline after NVDA's earnings. Gold went up, but the money is not flowing into bonds. Looking at the heat map, NAS's weaknesses in finance and energy are good every day, so it seems that the market is shifting its focus to the idea of the whole next year. If that's the case, adding electrical utilities and financial ETFs next year should solve the issue. Maybe things will be like this until we see the actual regulatory details. If sales grow under the Trump administration, we should break out of this sideways trend.
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NAS100メイン。SOX切捨て利確済。債券ETFは9月に完全売却済で当面入れない。トランプETFは金融、電力、防衛、公益に本気！
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ひろ0723 OP : When time passes, it's good to exclude ETFs. Just like S&P, if the range is too broad, you can't expect high yields, so it's good to just focus on the Trump sector and maybe add a sub-boost
. I will also include defense. ^_^
森 定子 : This is a very insightful analysis that I can relate to.
ひろ0723 OP 森 定子 : Is this good to hold it for now? It's good to consider hedging NAS under the Trump administration.