It was a landslide victory for Trump, my satellite investment result is up by 3.5% Month-to-Date. It seems like we can continue like this until the end of the year. The PF of the satellite is as follows.
I bought a little VOD of defensive shares while funds were moving to growth stocks. However, with a PER of 20, it's not that cheap. It also seems like a safe bet to buy QQQM.
Here is how the sector ETF looks. With Tesla skyrocketing, XLY quickly jumped to the top position.
I don't think the balance is that bad. So, I've decided not to move the sector etf next week.
Next week's gaming plan is as follows.
ARM, CDNS, MU will be sold with a 20% trailing stop.
I still think there is potential for further rise in the high-tech sector.
② Trump trade.
I expect a broad rise, so I will progressively buy QQQM up to 22% by the end of the year.
③Resource shares
The high value of the dollar may be a factor, but I also have concerns about inflation, so I plan to buy BHP, RIO, and VALE gradually. Just a little at a time.

Tenpas AI, thank you for the support ✨✨✨
This week is the second time exceeding 0.5 million yen in a day ❤
I hope I can win with a different stock next week.

Good job!🙇🏻‍♀️

Yay!