In terms of yen conversion, June was up 6.8%. We regret that the response to QT and the end of the period was half-hearted, and we were affected by the selling pressure on semiconductors towards the end of the month. However, it was a good point that we were able to cover it with 2244, which has a diversified portfolio, during the period of semiconductor downturn thereafter.
Following last week's decline, we increased our position in 2244 and SMH. Although each index has been fluctuating, it continues to reach new highs, and the long-term chart shape remains favorable. As for concerns about foreign exchange intervention, there is no movement at the moment, and we expect the yen to weaken further and stocks to rise, leading to an increase in assets.
The semiconductor sector continues to suffer from selling pressure on popular stocks such as NVDA and MU, but there are signs of buying back in other stocks. On Tuesday, both stocks were underperforming, but SMH and SOXL rose, which left a positive impression. We expect both stocks to continue to decline until they reach key support levels, but the earnings were good, so we anticipate a turnaround and an acceleration of the sector's overall rise. We have exited our positions in both stocks when they reached our stop-loss levels, and the profits were invested in SOXL and the well-performing PLTR.
Yesterday's decline in LLY and HIMS is considered a temporary decline in response to official remarks. We wanted to add to our positions, but we have limited cash available, so we decided to wait.

The previous weekend was heating alert → partial profit, but the subsequent sharp rise was missed, and as a result, it was about an error. The judgment of caution is good, and while the trend is strong, gradual interest rates should definitely be about stop orders when they plummet.
Note that the recent decline is considered to be a temporary decline involving option transactions. There are no negative surprises in each economic index, and since the index has not collapsed, the upward trend is expected to continue.
I feel that there is a recovery outside of the high-tech sector, but I think SP's high-tech bias will continue to expand in the future. Therefore, the purchase of SP was postponed as scheduled, and individual brands went into HIMS, HOOD, and MU and PLTR for Hi-Tech. PLTR had a big drop since then, and it seemed like flying, but since it's a small and volatile stock, I held on.
This week is expected to be rough due to the end of the fiscal year and indicators being announced warily. I want to buy more, mainly 2244 and SMH, while watching the situation.

Feeling the risk of rapid rise and exceeding the target return, I took profits on leveraged stocks, SMH, and some of N. I want to wait for the next low-risk entry timing.
It seems like the 2244 purchased with the yen I was playing with will exceed MoM 10%. Considering the low volatility compared to the return, it might be okay to replace my main asset QQQM (which has almost no mid-day movement, which is mentally friendly).
I still think the S&P is relatively weak except for tec and the diversification is not effective. Therefore, I would like to consider postponing the purchase next time and instead consider purchasing large-cap stocks in each sector.

As a precaution, thanks to the S I set up, I incurred a small loss. I think the indicators were not bad, so is it the so-called end-of-month adjustment? I feel like it will be bought back immediately at the beginning of the week, but leverage and high-tech sectors are temporarily pulled up.

Other than semiconductors, high-tech, and some other commodities, declined. Healthcare and finance, which had been growing recently, have declined day by day, and SP growth has slowed. If things don't improve over the weekend, adjust closer to high tech.