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ひろ0723 commented on a stock · Nov 26 03:22

There seems to be something missing in the Nasdaq 100.

$NASDAQ 100 Index (.NDX.US)$ Due to the semiconductor export regulations, even though domestic demand companies are strong in yesterday's stock heat map, semiconductors are burdened by regulations. (Somehow SOX had a good increase ^_^) Despite the slight increase in recent days, the fact that it's lagging behind the S&P means that there is something missing in the S&P that is not present in the Nasdaq. After the election, observing the heat map closely, it's clear that domestic demand companies, finance, electrical infrastructure, and utilities have been doing well all along. While the resistance to financial shocks is Nasdaq's strength, it's frustrating that the benefits of the Trump sector will be small next year. I believe the strength of the S&P will be particularly evident next year, but in order to climb the regulatory slope next year without changing positions, I'm thinking of adding a boost from the utilities and financial sector ETFs with Trump's support to overcome the challenge.
I don't like the financial sector, but just watching silently is not my style ^_^ Once the fuel runs out, it's time to detach. After the Fed and Bank of Japan meetings are over, let's go!
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  • J_M_RIN : If everything is folded in beforehand, it may result in a different outcome.[undefined]

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  • ひろ0723 OP J_M_RIN : Hmm, there may be a reverse trend ^_^ It's scary to buy at the end of the year, see it rise until taking office, and then suddenly drop. I think electrical utilities infrastructure can still do well for 1 year, and the chart in August is good without any decline ^_^ Defense also has a good chart.

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  • J_M_RIN ひろ0723 OP : Of course, trends may be extended in the future due to new information and developments.[undefined] I believe that while riding the trend, it is important to always be prepared to move faster than other investors for the next... and the next...[undefined]

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  • ひろ0723 OP J_M_RIN : Certainly[undefined] I think it's necessary to reinforce NAS as an investment in some way. If we lose to SP after a year, it's a big problem. Hmm, it's troubling.

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  • J_M_RIN ひろ0723 OP : Diversification is important, you know.[undefined] Lately, not just the USA but globally, I feel like aerospace and biotech are becoming hot, so I am currently paying attention to the small size ✨

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  • ひろ0723 OP J_M_RIN : Biotech also has a good candlestick chart. Defense aerospace sector is also doing well. Although finance is limited, we have no choice but to look for things that can be held in the medium to long term even after Trump is gone, it may be a gamble before taking office, but there is no choice but to go for it. ^_^

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  • J_M_RIN ひろ0723 OP : I think that once AI develops, every sector will rise.[undefined] Biotechnology and medical sectors seem to be undergoing destructive efficiency improvements both in terms of time and labor costs.[undefined]

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ひろ0723
NAS100メイン。SOX切捨て利確済。債券ETFは9月に完全売却で当面入らない。トランプETFは金融、防衛宇宙・公益インフラに本気！
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