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ごんじゃ Private ID: 182763656
某大手メーカー研究職の弱小投資家🐧 ハイテク/化学/製薬 拙い資金で頑張ってます💰
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    I am a friend of those who have been severely affected by the recent Japanese stock market. This week, when I was busy with work and left stocks unattended, it was done by Kobe Steel $Kobe Steel(5406.JP)$
    It didn't go down even after the dividend fell, so if I had plenty of time to spare, this would be it. To be honest, if it's down due to performance, it's a sale, but if it's down due to external factors, it's always rather a buying stance (especially high dividend stocks). However, now that the depreciation of the yen has plateaued, foreign investors are no longer in a situation where they can buy US bonds if they want to buy Japanese high dividends. Also, I think it will revive around March, but if that's the case, I'd like to buy it at the new NISA at the January low. Therefore, I lost some money today.
    Growth stocks have mixed movements, probably because there wasn't much foreign capital originally involved. Sustained is touching the lower bound trend. This is where I want to go buy it. It's a company I support quite a bit, but it's a short-term trading stock within the range. I'm so sorry 🙇‍♀️ $Susmed(4263.JP)$  
    Also, in Gonja's PF, Miyaji Engineering is still enduring a decline, probably because of excellent performance and high dividends.
    If you move too slowly, your funds will just decrease. Anyway, if the United States does not stabilize, it will not be able to move in a big way. The year-end rally is coming...
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    Until now, no one has been able to buy energy stock ETFs since a recession has been seen as certain, but now that the possibility of a soft landing is increasing, it is easier to be bought due to the reaction.
    Crude oil supply and demand is also tight globally, and I think it will rise further in the future.
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    Focus on energy stock ETFs
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    Whether there is an interest rate hike or not, long-term interest rates will not rise anymore. Stocks are going up steadily.
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    I've posted it before $iShares Frontier and Select EM ETF(FM.US)$ There had been quite a bit of profit, yet most of it had been spewed out in the past week.
    $iShares Frontier and Select EM ETF(FM.US)$
    Is Friday an Evergrande group shock? So it's a big drop. It seems inevitable that the Chinese economy will sink, but will FM, which has strong geopolitical and economic ties, sink? Or will the manufacturer be relocated from China, etc., and rather grow from here? I'm starting to feel a little uneasy
    After all, if it depends on the strength of the dollar, then this summer's withering market will be a buy It seems like a shopping place for Taro Buffett, who has been pretty predictable for the past 2 years 😃 The problem is financial power...
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    Where FM is going. Along with China?
    ごんじゃ commented on
    Since the dollar has weakened, FM, which I had quietly bought, has finally made a continuous rise. The monthly MACD is close to the Golden Cross.
    There are interest rate hikes at least once more, so it may not be straightforward, but since the purpose was to hedge against US stocks that are losing sight due to the depreciation of the yen disappearing, we were able to confirm the reverse correlation firmly this time. I want to buy more, but I don't have enough money...
    Is everyone responding to something aimed at the appreciation of the yen
    $iShares Frontier and Select EM ETF(FM.US)$
    Translated
    Frontier markets begin to move
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    Until 8 years ago, individual investors in Japan asked “US stocks? It was like “what is that minor investment destination,” and until 4 years ago it was “investment YouTube? It was also said that “investment YouTube isn't popular because it's faster to read in letters.”
    It's the same whether it's investment or business, but if you have the same ideas as others and do the same thing, you won't be able to achieve great results. If you do something that others don't notice or don't do, your chances of success will be much higher.
    In other words, in order to succeed at something, you inevitably have to be lonely.
    If you look at the investment world, you can't feel alone at all with the S&P 500, Levanas, and Orcan. This suggests that there will be no major success ahead.
    Everyone made suspicious faces and asked, “What's that?” Success awaits in something like that.
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    It has been reversed cleanly and is rising
    I think it will still go up ⤴️
    The era where treatment can be performed with an app is a problem for Gonja's company, but if the quality of life of patients improves, that is important
    $Susmed(4263.JP)$
    Translated
    reverse rise 🚀
    I'm keeping an eye on it because I anticipate that it will pass through the Chinese Medical Association and run out to the top. It's about how much greed you have to make a profit...
    $Susmed(4263.JP)$
    Translated
    What's going to happen with Susmed
    ごんじゃ commented on
    In anticipation of interest rate cuts, I think TLT for US bonds and FM etc. will be investment targets for emerging market stocks, but both must be purchased in dollars. Since the yen appreciates when interest rates are cut, I'm wondering how much profit can be obtained. Could you tell me an investment strategy along with the outlook for the dollar and yen?
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