$Nippon Telegraph & Telephone (9432.JP)$ You can go up slowly ♥️

There honestly wasn't a rise in June
Things were pretty good until the middle stage, including semiconductors, but in the second half it dropped spectacularly.
However, since there were bad signs in the bond market that 1-month bonds would fall below RRP interest rates, it was a big thing that they were able to withdraw to some extent, to the point where the decline was slightly eaten
Semiconductors have now been reduced by about 40% since their heyday
On the contrary, I had it for rebalance $AT&T (T.US)$ has already risen more than 10% from the purchase price and contributed quite a bit
Other than that, rush into the end of the month $Mitsubishi Heavy Industries (7011.JP)$ Ya $BBD Initiative (5259.JP)$ I bought Japanese stocks such as, etc., and this was a spectacular success.
As a result of various events, June's performance was +11.6%.
I thought it would fall, but there is also an amount that was left as long-term holdings, so if I had sold it, it might have exceeded +20%.
I would like to make use of my current reflections to face the July market.
Incidentally, I'm looking at the July market from a pretty bearish perspective.
There were no signs seen in the bond market...

$NVIDIA (NVDA.US)$
Thanks for the depreciation of yen? 😭