I am one of those who have been badly affected by recent Japanese stocks. This week, I was busy with work and left my stocks unattended, and I got hit by Kobe Steel. $Kobe Steel (5406.JP)$
Since the stock didn't go down even after the dividend cut, I was being too relaxed. Honestly, if the stock went down due to the performance, I would sell, but if it's going down due to external factors, I usually take a buying stance (especially for high dividend stocks). However, with the yen's weakening hitting its peak, even for foreign investors, it's now a situation of 'if you want to buy high dividend stocks in Japan, you should buy US bonds instead'. I also think it might recover around March, but if that's the case, I want to buy it at the low of January with the new NISA. Therefore, I cut some of my losses today.![]()
Perhaps because foreign investors are not so involved in it, growth stocks have various movements. Sasmido has touched the lower trend line. I want to buy it. It's a company that I support a lot, but it has become a short-term trading stock within a range. I apologize. 🙇♀️ $Susmed (4263.JP)$
In my portfolio, Miyaji Engineering is still holding up well, possibly because of its excellent performance and high dividends.
If you move around too much, you will only reduce your funds. We cannot make any major moves unless the USA stabilizes. Year-end rally, coming...
Since the stock didn't go down even after the dividend cut, I was being too relaxed. Honestly, if the stock went down due to the performance, I would sell, but if it's going down due to external factors, I usually take a buying stance (especially for high dividend stocks). However, with the yen's weakening hitting its peak, even for foreign investors, it's now a situation of 'if you want to buy high dividend stocks in Japan, you should buy US bonds instead'. I also think it might recover around March, but if that's the case, I want to buy it at the low of January with the new NISA. Therefore, I cut some of my losses today.
Perhaps because foreign investors are not so involved in it, growth stocks have various movements. Sasmido has touched the lower trend line. I want to buy it. It's a company that I support a lot, but it has become a short-term trading stock within a range. I apologize. 🙇♀️ $Susmed (4263.JP)$
In my portfolio, Miyaji Engineering is still holding up well, possibly because of its excellent performance and high dividends.
If you move around too much, you will only reduce your funds. We cannot make any major moves unless the USA stabilizes. Year-end rally, 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.
Crude oil supply and demand is also tight globally, and I think it will rise further in the future.
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ごんじゃ
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Whether there is a rate hike or not, long-term interest rates will no longer rise. Stocks will continue to rise.
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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...
$iShares Frontier and Select EM ETF (FM.US)$
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
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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![]()
？
$iShares Frontier and Select EM ETF (FM.US)$
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
$iShares Frontier and Select EM ETF (FM.US)$
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
ごんじゃ
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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.
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![]()
$Susmed (4263.JP)$
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
$Susmed (4263.JP)$
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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...
$Susmed (4263.JP)$
$Susmed (4263.JP)$
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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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