アマチュア投資家
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ I honestly don't understand the feelings of people who continue to adhere to leverage etfs of bonds that have significantly underperformed stocks in recent years. I remember a time when these types of discussions were rampant on bulletin boards, YouTube, etc. I think those who continued to bet heavily experienced significant missed opportunities just from that. But what do they think will happen in the future that will cause them to rise even more than stocks? Of course, no one knows the future, and events that cannot even be imagined, like the COVID-19 pandemic, may occur. Naturally, fees and taxes will be taken if you continue to trade. I have also traded in the short term, but now I have no intention at all. If you can't switch your mindset, personally I don't think it's a good idea to easily invest in good stocks.
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$NVIDIA (NVDA.US)$ I don't think it's necessarily bad earnings. It may take time, but I think it will rise in the long run. Explosive growth like before may not be expected. Rather, the risk of significant losses is high for stocks that were rising on speculative expectations, as the boom seems to be fading. In fact, there are many companies in the constituent stocks with unclear prospects. I have said this before, but I don't see any benefits in investing in these types of stocks, not in Nvidia now. $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ However, I myself have been somewhat affected by getting involved in speculative investments. Biotech stocks tend to rise on expectations without accompanying performance, and currently, there are many stocks with abnormally low PEs getting hit hard due to high interest rates, so if interest rates fall...
Nevertheless, I myself am somewhat involved in contrarian investing. $Direxion Daily S&P Biotech Bull 3x Shares ETF (LABU.US)$ I don't think it's necessarily bad earnings. It may take time, but I think it will rise in the long run. Explosive growth like before may not be expected. Rather
Nevertheless, I myself am somewhat involved in contrarian investing. $Direxion Daily S&P Biotech Bull 3x Shares ETF (LABU.US)$ I don't think it's necessarily bad earnings. It may take time, but I think it will rise in the long run. Explosive growth like before may not be expected. Rather
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$Direxion Daily S&P Biotech Bull 3x Shares ETF (LABU.US)$ Thinking of this decline as an opportunity, I broke some cash and increased my buy. I doubled my shareholding, but who knows what will happen.
Not recommended.
Not recommended.
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$Direxion Daily S&P Biotech Bull 3x Shares ETF (LABU.US)$ It was vaguely possible as a possibility, but still had a large impact and dropped significantly. As we move towards the end of the year, it remains to be seen whether there will be a rally and a resurgence, but with a small position (around 1.5%) and leverage applied, it is advisable to wait and see for a while.
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アマチュア投資家
commented on
$Vanguard Total Stock Market ETF (VTI.US)$ The index was bought at full position before interest rate cuts began, but other observations were generally as expected. $Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ has declined, $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ It also fell. The idea that bonds will rise once interest rate cuts begin is too short-circuited, and the semiconductor sector $NVIDIA (NVDA.US)$ Other than some stocks that are doing great, there are also many stocks that are receiving headwinds, including national policies. In other words, when NVIDIA, which is not worth the risk even if purchased with a sector ETF (you can see that there is no advantage at all by comparing charts) falls, there is a high possibility that other stocks will fall further.
Above all, while short-term interest rates have risen this much...
Above all, while short-term interest rates have risen this much...
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アマチュア投資家
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$VanEck Semiconductor ETF (SMH.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ Although I have commented on the mix of good and bad in the previous earnings, the impression has become more clearly polarized. If you want to hold semiconductor stocks, I think it's best to straightforwardly buy nvidia or TSMC. It seems clear when you look at the deviation from the record highs. Assuming a scenario where a soft landing or no landing (possible) occurs and a wide range of stocks are being bought, personally I focus on shareholdings. Even considering the semiconductor demand cycle, I currently believe that investing in the overall high-tech sector QQQ is sufficient, but if buying, nvidia is the only choice. In fact, while I currently do not have individual stocks in my portfolio, I am still considering whether nvidia should be evaluated from a long-term perspective.
I still think that holding leverage etfs for the long term does not match the risk with the return.
I still think that holding leverage etfs for the long term does not match the risk with the return.
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アマチュア投資家
commented on
$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ Before talking about the FOMC, it seems strange that there are people who buy based on the atmosphere without even knowing that the 30-year bond auction tonight should be a concern at this timing. Honestly, I think it's strange as a premise before discussing the results.
If you seriously think that you can win against professionals (geniuses among geniuses worldwide) with such a simple idea just because there is a rate cut guarantee in the future, then there is nothing to be done.
If you seriously think that you can win against professionals (geniuses among geniuses worldwide) with such a simple idea just because there is a rate cut guarantee in the future, then there is nothing to be done.
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$NVIDIA (NVDA.US)$ I think that some semiconductor stocks will face headwinds with Trump becoming president. I have been thinking this for a while, but I believe it is not worth the risk to buy the entire sector of semiconductors at this stage. If you are betting on future growth in the long term, I still think that nvidia is the only choice.
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$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ Regarding election results, it's a matter of luck, not analysis. Even the individuals involved were unaware. And I think those who have no idea why bonds are being sold should not get involved in leveraged ETFs in the first place.
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アマチュア投資家 OP テンバガーハンター : Is that so?