We are investing in individual Japanese and US stocks, but...
I have been operating with individual growth stocks in both Japan and the US for about 2 years up to now. Growth advantage is around 2 years. Furthermore, the US has an advantage.
The past two years have been a situation where, as long as crisis management is enough, profits can be secured without much thought.
In particular, when focusing on semiconductor-related matters, Japan and the US were quite closely linked.
If you are addicted to it as an investment target, it may be a very good result.
However, if you look back on the past 2 months or so and make sensory predictions about the future...
I've been watching the situation for a while, but...
My management policy for Japan-US individual stocks is
The US has a growth advantage.
Japan is the best performing brand at a low price. What is the sector??? That's it.
I want to aim for the best while verifying the current situation where TOPIX. Nikkei was able to update the highest value by returning to both.
My corporate research will be reconfirming individual stocks within Japan for a while. →Corporate research is interesting ☺️
I'm telling myself that I will do that 😅
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