Until the indicator data is significantly disrupted, this is it.

ひろ0723 : It's an early shift, isn't it? I was thinking of entering qqq significantly by the end of October as usual until next spring, but since there was a rate cut, maybe it's better to do it a little earlier this year. As long as the 2-year bond yield is decreasing, the long-term bond yield will be upward, so should we not worry too much about the strengthening of the yen?

アマチュア投資家 OP : As the current market sentiment is risk-on, I have quickly adjusted my positions. I have a sense that I want to take a bit more risk. Even though I have no confidence in timing the market successfully, there is certainly a possibility of facing further declines ahead. Rather than small fluctuations, I believe it is important to act promptly if a situation arises such as reigniting inflation or needing to urgently cut interest rates. I do not believe in being able to outsmart the market, but what I can do is simply switch mindset quickly.

エコさん : I'm thinking of selling all my Envidia soon and buying QQQ.

ひろ0723 アマチュア投資家 OP : Yes, the current indicators and rate cuts also seem to be well received by the market. It seems like it's a good idea to enter QQQ earlier than usual. Although many people are looking at TMF charts, it's better to first observe the movements and relative performance of 2-year bonds and long-term bonds. If the shock indicators do not continue, it may be a good time to find long-term bonds more attractive than the 2-year bonds that have fully dropped in the exchange rate after the rate cut. I think it's around the time when EDV offers gains and dividends without worrying too much about the exchange rate loss.