The Nikkei Semiconductor Index ETF investment framework was filled with 80% 178A innovative and excellent enterprise ETFs, and 20% growth investment framework. It fell sharply in August after being filled in June with Australia.

新div OP : Growth investment framework
Narrow down individual Japanese stocks to fill in June
Nippon Steel received dividends from KDDI and withdrew,
20% growth investment quota
178A
The place where everything was put into the remaining 200A
It melts to mush.
Currently recovering from the bottom of 1301
Since the average is 2003
Somehow to get out of the worst

What is the rise or fall of Nikkei
I think automobiles and semiconductors
SUBARU
HONDA individually
2243
178A
200A
It's managed by an ETF
Crush the plus with 200A.
Anyway, I'm relieved that it's bottomed out.

新div OP : Foreign investors for the 1st week of Japanese stocks from 8/5 to 9
Stock sale amount 31 trillion339.5 billion yen
Total purchase price: 31 trillion861.3 billion yen
It plummeted 12% on the 5th
The rate of increase in week 2 was 8%
The mullet is pretty high.
Due to speculation and purchase by overseas investors
The Japanese market is great here.

Foreign investors' financial strength for both declines and rises
I don't have the financial resources
Actual only time is on your side
Unrealized losses are unavoidable.
Market participants have no choice but to accept it.

The way to lower this time is to cut losses and invite throwing
Screening out market participants.

The amount sold and the amount purchased
If you look at it, it's clearly planned
Malicious decline.

みかんとリンゴ : From AI to EV, there are many situations where they are required.

新div OP : This year, I have been struggling with the investment destination for the new NISA, and I have made unrealized gains by investing in the SOX index last year. This year, I have unrealized losses in the Nikkei semiconductor index. There are semiconductor factories in Japan, and there are also factory construction projects across the country. Therefore, I gave priority to the Nikkei semiconductor index in the growth investment category. In hindsight, gold was the correct choice, as I have a small amount of GLDM gold ETFs held since the end of last year, which has generated unrealized gains compared to the S&P 500. I didn't expect that the interest rate cut would be further down the road. Semiconductors and AI are still in their early stages, and if they are sold too much, they will be bought back. Since there is no trend that can replace them, I will hold on patiently without rushing.