It's pretty tough with the appreciation of the yen and the fall in high-tech stocks. It also has quite a big impact on annual earnings, isn't it?
The status of the portfolio is as follows.
It would have been even worse if I didn't have Japanese yen. However, I think it will reverse somewhere, so I would like to gradually increase my purchases, mainly tech companies, towards the end of August.
The status of the portfolio is as follows.
It would have been even worse if I didn't have Japanese yen. However, I think it will reverse somewhere, so I would like to gradually increase my purchases, mainly tech companies, towards the end of August.
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I don't know if they were able to escape well or if they missed the rise, but I'm thinking of picking up semiconductor-related issues little by little.
$NVIDIA(NVDA.US$
$NVIDIA(NVDA.US$
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6
1
The high-tech system has dropped quite a bit, hasn't it? The trail stop ended with a profit or slight loss. Satellite PF looks like this.
There was quite a bit of cache, so little by little, I added it to QQQM, MU, TSM, CDNS, and TLT. Also, I sorted out the GOOG, MSFT, NVDA, BKCH, and SPXL that had been left behind. Since the top 10 NASDAQ 100 stocks can be covered by QQQM, I decided not to buy them individually.
I'm planning to buy more MU little by little, which seems to be exciting, but if there are major adjustments until the presidential election, I think I'll split it into several installments and buy QQQM.
it's a push, isn't it? I'm wondering if it's just a scene where they're forced to go to the game.
There was quite a bit of cache, so little by little, I added it to QQQM, MU, TSM, CDNS, and TLT. Also, I sorted out the GOOG, MSFT, NVDA, BKCH, and SPXL that had been left behind. Since the top 10 NASDAQ 100 stocks can be covered by QQQM, I decided not to buy them individually.
I'm planning to buy more MU little by little, which seems to be exciting, but if there are major adjustments until the presidential election, I think I'll split it into several installments and buy QQQM.
it's a push, isn't it? I'm wondering if it's just a scene where they're forced to go to the game.
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6
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1
I don't know if the decline is temporary, but I'm thinking of buying it back in several installments.
$Micron Technology(MU.US$
$Micron Technology(MU.US$
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9
Combined with MSFT and the like, the trail stops are convenient. Will you watch the situation a little longer and move on?
$Alphabet-C(GOOG.US$
$Alphabet-C(GOOG.US$
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3
Semiconductors have collapsed, haven't they? Also, will the appreciation of the yen intervene? Meanwhile, the satellite was doing pretty well. NVDA, MU, and TSM caught 5% trail stops across the board, leaving only CDNS, MSFT, and GOOG. I've been going to the hospital quite a bit recently, and I thought it would be useless if I didn't increase my life defense funds a little more, so I'm thinking of withdrawing money from the satellite quota. I'd like to keep the satellite quota to around 20%. The PF situation is as follows.
Tech declined drastically from 34.7% to 26.3%, and JPY increased drastically from 4.9% to 12.5%. As I mentioned earlier, I would like to accumulate life defense funds from here on. What are we going to do with the rest? I don't feel like I'm attacking here because of the feeling of the market price. I wonder if I'll keep it with Cash or buy TLT.
Tech declined drastically from 34.7% to 26.3%, and JPY increased drastically from 4.9% to 12.5%. As I mentioned earlier, I would like to accumulate life defense funds from here on. What are we going to do with the rest? I don't feel like I'm attacking here because of the feeling of the market price. I wonder if I'll keep it with Cash or buy TLT.
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I think I raised a screenshot of the annual rate of return before, but since it was calculated from the period before the account was created, it's not the correct rate of return. Here is the rate of return from the time you first deposit money into your account. I'm sorry.
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7