Today I'm going to write my thoughts about Nampin. I think there are people with various ideas in the world, but Moo's post said, “It went down, so it's a no-go!” I often see that, so I wanted to prepare a place to think about Nampin 🤔
Losses don't shrink due to namping
I often see posts saying “I did something wrong to lower the average acquisition price.” At first glance, it seems that losses have been reduced by lowering the average acquisition unit price, but that is because of my mind. If it is an unrealized loss of 0.1 million yen, the unrealized loss remains 0.1 million yen even if the average acquisition unit price is lowered.
Risks expand in Nampin
If you play namping, your positions (holdings) will increase, so your return when it rises will increase. However, when it falls, the risk also expands. For example, if there is a 3% drop before and after Nampin, the damage will be greater after Nampin because there are more stocks after Nampin than before Nampin.
Nampin, which is performed when the bottom has been clearly confirmed, can increase subsequent returns, so it is a perfect bargain. However, if you do namping while the decline continues, the speed at which you will eat losses...

There is still no cash in the Japanese market this week, even though it is an expenditure futures due to falling dividends from each company. An unnatural decline from close contact to market where stock prices were rising but then fell unnaturally is a regular rebalance between ETF (dividends, distributions) and, for example, the GP IF of Japan's pension fund, which is probably being randomly managed in the world. It's a trillion yen scale ❗️ but it seems that they are going small while taking into consideration ❓ who doesn't cause trouble to the Japanese market, and since it's 🥹, securities companies such as ETF come and go, and stock prices are not stable. It seems that they do it every year around the 2nd week of July. For operational reference 🙇‍♀️

So don't count on it.
Number of stocks held 10. Assuming there are 20 candidate stocks,
If the balance of the stock sector is also not extremely biased,
If we can catch the international political and economic situation and trends in each sector, I don't think there will be any major losses without disappointment.
When trading stocks, there's no need to buy them as soon as they're sold, right?
It's also important not to rush to buy after selling. →Keep cash in your securities account 👍
Probably, I think we can expect big profits just by moving the ratio of candidate stocks to the 5 core stocks we hold and the 5 other stocks in a timely manner.
As of 2024.617, no super-negative events have been observed.
Right now, we're running to find gold nuggets, we shouldn't have a one-shot match, and I think it's important to build up.
I don't think people who place importance on accumulation will have a one-shot game.
While maintaining the antenna...

7/4 ~ America 🇺🇸 Summer Rally ❗️ Buy before the long vacation, then relax and enjoy a summer vacation
Or... will they buy more or buy stocks after successfully passing through the fall adjustment phase ❓
Are you still in a Jizo-sama state without doing anything ❓ I didn't care about this at all until last year. After seeing Moomoo Securities and all of its wonderful users
It's changedIf it's a summer rally
I don't have much time, and stock prices and exchange rates change every day, so I'm worried 😰
It depends on the brand, doesn't it? It's intense
troubled

There are too many listed companies in Japan. The goal is not to go public; the game starts after listing!

The US market is extremely strong even now, but when this hits the ceiling and becomes a solid depreciation rate, then”Canary in the coal mineThere are several stocks and charts that become”.
Copper prices: the material for actual demand, the decline in copper represents economic instability as it is
Retail sales: Since private consumption accounts for 70% of US GDP, the decline in retail sales represents an economic slowdown as is
Home Depot stock price: Even in retail, large appliances and furniture are closely related to moving and home purchases. If this becomes soft, it indicates a slowdown in the economy
etc etc.
further“FedEx” is known to have often declined during the period that became the starting point of past recessions (recessions)It is.
It is a brand that is also included in the DJT (Dow Transport Stock Average) in the transportation sector. socalledEconomy-sensitive stock sectorsThat's it. Since the main thing is cargo, the economic slowdown will affect it even more directly than passengers.
If the economy deteriorates, companies will shrink production activities, so production of products will decrease in various industries, and cargo will decreaseThe performance of cargo transportation businesses such as FedEx deteriorated earlierI will.
So,If we break a milestone on the FedEx long-term chart, the US economy is in trouble!So that's it....