The financial results for October were not bad at +4.21%. However, this month, the large currency gains from the depreciation of the yen resulted in trading wins of about 1-2% 😅.
There are three stocks that contributed to the profit this month. $Carvana (CVNA.US)$ 、 $Applovin (APP.US)$ 、 $Growth X Partners (244A.JP)$ .
$Carvana (CVNA.US)$ Is a company that sells used cars through the catchy mechanism of a car vending machine. When you search on the Internet, funny images come up haha.
The stock price soared astonishingly in 2021, but by 2023 the profit will be astonishingly reduced, achieving a reverse hundred-bagger from 2021 to 2023 where the bottom will be 1/100. However, facing the crisis of delisting, it remarkably rebounded and is approaching a hundred-bagger again. It is understood that there is the potential to exceed the stock price of 2021 as it has already exceeded the profit in 2021.
The reason for buying CVNA was the clean chart and strong price movement with a V-shaped recovery...

Even before the presidential election, the market was strong! So I started buying positions again last week, but with the sudden drop the day before yesterday and no significant recovery yesterday, I have determined that it's not a time to take risks and am cutting my positions once more.
All the stocks I currently hold are in the red 😂 Fortunately, because I had smaller positions due to the upcoming presidential election, I managed to get away with minor losses.
Half of the positions held overnight have been fully closed. $Carvana (CVNA.US)$ Fully closed the position carried over from the earnings announcement. $Applovin (APP.US)$ And $Duolingo (DUOL.US)$ Half of it has been cut. Both CVNA and APP have dropped significantly 🫢 Will observe the situation on Monday and plan to close all positions.
Japanese stocks, $Advantest (6857.JP)$ And $Fujikura (5803.JP)$ have dropped quite a bit. Although not breaking down on the candlestick chart, if it doesn't recover on the day of the presidential election on Tuesday, I think we might have to retreat.
Let's prepare for the presidential election in advance!

$Powell Industries (POWL.US)$
Even though the settlement is still far away, why is it rising so much!
I've sold half of it!
Could someone please tell me the reason?

Good job on the October market
Yesterday's significant crash is impressive, but in fact, the monthly NASDAQ chart has turned negative due to yesterday's decline
I probably see the crash starting from here
At the beginning of the month, Chinese stocks were doing great
$Bilibili (BILI.US)$ It went from 23.76 to 29.7 (+25.00%).
$Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$ It went from 37.74 to 58.81 (+55.83%).
$One ETF Southern China A-Share CSI 500 (2553.JP)$ It went from 3881 to 65200 (+1679.98%) {all-time high}.
$Direxion Daily FTSE China Bear 3X Shares ETF (YANG.US)$ It went from 2.54 to 3.75 (+47.64%).
It's wait.
Looking back, as all China Connect stocks at the beginning of the month went as planned, I was able to significantly increase my assets here.
And US stocks. It didn't contribute as much as China Connect stocks, but it greatly helped.
First, $Tesla (TSLA.US)$ It's 2...

Yesterday's market was very volatile 😨 Nasdaq fell by 2.76%. It may not be related to the presidential election, but it is unclear why it dropped so much at the moment. The PCE also didn't seem to have strange numbers. Could it be moving based on the forecast of tonight's employment statistics? Or is it due to end-of-month factors? 🤔
Regarding my portfolio, $Carvana (CVNA.US)$ Company A surged after earnings announcement 🚀 It initially went up by about +20% after hours, but it kept dropping and ended up around +13%, so I wondered if I missed the profit-taking timing! 😂 Eventually, it went back up again, so I took half profit at $250. I still have half left for now. I haven't calculated it properly yet, but I think it was the biggest win for October 💪
$Applovin (APP.US)$ and $Duolingo (DUOL.US)$ Company B's decline is relatively better compared to other stocks, but it sank to around -4% at one point and I panicked 😭 It's a good stock, so I bought on the dip, and it bounced back with a long lower shadow 🙏
Japanese stocks had an amazing rise of 11%. I wasn't expecting much since it was stuck at the high price yesterday, so it was a pleasant surprise. Due to pyramid selling, the calculation shows a mediocre value of 6%. I'm hoping for further growth with this momentum! $Growth X Partners (244A.JP)$ Took profit. This...

$iShares MSCI South Korea ETF (EWY.US)$
If you're in trouble, I think it's helpful to ask the south korea market.
However, this is quite desperate..
One thing that can be inferred from the south korea market is that there is a high possibility of a significant drop in global stocks.

$Nasdaq Composite Index (.IXIC.US)$
I think it may be a pattern that is being created.
Probably the decline will continue until today.
I think there is a very high possibility of rising in the future.
However, I think if the decline continues for a few more days, a crash on the scale of a major depression could also occur.

I bought **buy** aiming to hold the earnings from the beginning $Carvana (CVNA.US)$ It seems that **buy** has succeeded in holding earnings! After the earnings, it has jumped more than 20% in after-hours trading Almost certain to carry over a 7-game winning streak from the financial statements of May 2023. It's an amazing stock 🚗 However, CVNA has a tendency not to continue soaring after the financial statements, so I plan to take profits of more than half tonight.
Also, bought in Japanese stocks. $Growth X Partners (244A.JP)$ has surged more than 13% 🚀 I took half profit at 3,600 yen, which is double the initial low of 1,800 yen on the first day, but I would like to go as far as I can with the remaining half. Is a 13% increase a bit too much? I thought so, but I decided to bet on the possibility of further increase 🙄
Also, $Fujikura (5803.JP)$ was strong yesterday, so I bought it. It's a regular stock in my portfolio. It's just hindsight to say that it would have been nice to hold onto it all along, as there are stocks that don't grow at all even if you keep holding them 🤫
Also, $Duolingo (DUOL.US)$ I bought it for the first time. Originally beautiful...

$Reddit (RDDT.US)$
But the position size is a secret.