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しゅうちゃん_Rm Male ID: 181439182
日経225企業勤務~の株式投資歴は40年越。日本株22%、米国株25%以上の利回、様々な情報、投資法で効率的、堅実な資産構築躍進中
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    Nvidia's unrealized gains are at 280%, so it's safe to buy more. The strong financial results surpass the analysts' estimates, the high profitability of the industry, and the profitability is unlikely to decline. The price decline, contrary to the trend, is a welcome opportunity to buy more.
    If it continues to drop in the future, I want to increase the shareholding by buying an additional 100 shares. I aim to increase the shareholding for the expected future increase in semiconductor demand and further growth in AI medical investments, targeting long-term capital gains.
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    $Symbotic (SYM.US)$
    The crisis in the United States began six months ago, and I thought it wouldn't be strange if stock prices plummeted at any time. While buying up various Japanese stocks and US stocks, profit determination sales were almost completed from July, other than buying gold mining stocks, and the cashing rate was greatly increased, and they were waiting for opportunities to arrive in preparation for the crisis. The post also sounded an alarm.
    At last, that time seems to have come. I want to wait and see until the turbulent ups and downs that intersect with the spectacles of investors who are still waiting for an opportunity calm down. Meanwhile, there is a possibility that stocks that have not stopped crashing will also crash drastically even among blue-chip stocks and stocks with growth expectations, so isn't this just the beginning? Among the opportunities for this overall market crash, I think there is likely to be a decline rate of close to 50% in the past, with the highest price even among promising stocks.
    While many investors suffered losses due to profit determination, they were able to completely avoid risk.
    Profits have been determined for the most part by the end of July, and there are 3 limit orders of 30 to 50% lower from high prices for blue-chip stocks, excellent high-dividend stocks, and various US stocks with growth expectations...
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    Based on US debt, I think there is a possibility that the overall market price will drop drastically, starting with US stocks around the presidential election. Many famous wealthy people secretly sell even excellent stocks from around spring so as not to cause anxiety about the market price to increase their cash holding ratio.
    Since citizens are suffering due to the movement to review portfolios to increase the holding ratio of short-term US bonds, gold, and cash in preparation for the upcoming crash, and the unhealthy state of US debt and inflation, they themselves imagine that a crisis of major collapse is imminent, and they are proceeding with proactive investment actions.
    Not all sectors, and I think there are some sectors where the rate of decline is low. I want to sell consumer-related products in particular. Most general investors are buying with the expectation that it will approach 50,000 yen by the end of the year in exchange, such as the rise in the Dow and S&P 500, AI and semiconductor-related increases, and the Nikkei Average breaking the highest value.
    I'm not a pessimist, but there is also a strange atmosphere due to various things, and Japanese stocks calmly determined profits for part of US stocks, and the ratio of cash to diversified investment portfolios other than just stocks was always set at 25%, but by the end of August, the cash ratio was raised to 35% as early as possible...
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    $Intuitive Surgical (ISRG.US)$
    If you think about which companies will benefit from the AI revolution from a perspective, fields such as ChatGPT, NVIDIA semiconductor-related brands, data centers, and cybersecurity-related fields will expand
    An example of Amazon is the rapid growth of innovative services utilizing PC manufacturers and CPU Intel during the internet revolution to benefit from the internet revolution.
    It is a famous story that in the Gold Rush era, it was the railway company that got wealth from people who got on trains from regions aiming for gold and worked to collect gold, and traders that sold shovels, hoes, and wire mesh sieves to people who came to collect gold dust earned the most money during the Gold Rush frame period.
    It is an age where companies that benefit from the recent boom in the AI revolution have also sprung up rapidly growing by benefiting from various sectors, such as new product development through fusion with the structure of the world and existing products and services. AI-related matters have a broad base related to autonomous driving of automobiles, education systems, financial payments, games...
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    I don't think last year's bank failure is over yet. Due to the effects greater than the Lehman shock, it took time for it to end even at that time. In terms of scale, the spark hasn't gone out, and I've been wondering for a while that there is a possibility that bad debts will be revealed in the future and bank bankruptcy will occur. Interest rate cuts are expected until 7/30. Will there be 2 times before the end of the year? The problem is the rate of interest rate cuts. In any case, interest rate cuts are negative for banks. Isn't this going to speed up the bank bankruptcy described above? I think the key currency of the dollar will be protected, but the movement to sell US bonds and hold gold and the withdrawal from dollar settlement are also worrisome, and the battle for hegemony over the key currency, the dispute between the US, China and Russia in the Arctic oil fields, and the Arctic has become a place of hegemony battle as a military strategic point.
    This has been reported in Europe, America, and emerging countries, and is well known to the general public, but it is not reported in Japan.
    The US economy will slow down, but it won't go so far as to fall. Innovations are constantly occurring in various fields, mainly in the United States. As for US stocks, companies with an advantage in the corporate market with innovative technology and services will grow by sector and within growth sectors.
    ...
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    Currently, capital gains for Japanese stocks and US stocks of the 3 securities company accounts have been maintained at 25%, and assets under management have increased to about 1.2 million yen, unrealized gains of 9.1 million yen, and dividends of 0.75 million yen. As diversified investments in the true sense of the word, gold, Ethereum (virtual currency), stocks, and short-term US bonds have separate management gains greater than stocks. The results are still in the middle of the fiscal year, but the US stock management ratio was increased from the beginning of the year, and the depreciation effect of the yen contributed a synergistic effect with stock appreciation similar to last year. Labor income has been exceeded in half a year, and from now on, profits are determined in consideration of tax measures, the cash ratio between yen and dollar in the investment fund portfolio has been increased to 30% in preparation for opportunities, and it is also preparing for the investment sector shift of the 3rd petroleum revolution due to policy changes in the presidential election and bargain sales waiting for a sharp decline opportunity. By the end of the year or spring of next year, it will become a reality if the amount of investment assets under management is not even a dream, and acceleration will increase, and it seems that it will become a virtuous cycle. If it becomes the 9 o'clock digit, I would like to further raise and stabilize the double compound interest income investment ratio while aiming for capital gains such as long-term continuous dividend increases in NISA, high-yield dividend stocks, etc. The 3% dividend when the stock price is low is 4 times the stock price, and if dividends are increased and compound interest is managed, the real dividend yield on the investment amount will be ten% in NISA...
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    $My Farm (5865.JP)$
    It is common in IPOs, but the initial price heats up and business results are in the red, and I think there are many patterns where stock prices cannot be maintained without supporting novel growth, and winners get high profits and withdraw.
    There is also a pattern where if you grab a high price on the first day and drop a lot, you wander around the low rank and be salted for a long period of time, and if you don't win, you won't buy it on the first day unless you have too much confirmation.
    In such a case, I think it would be wise to act thoughtfully and carefully when considering risks, even if judged after watching the situation for a few days.
    If there is no performance, future growth, innovative technology, advantage, etc., the initial price plummets due to the low price since listing, and there are cases where it remains low for a long time, and in some cases, there are also stocks that skyrocket over a long period of time.
    However, I can only think of the 900% surge in this brand as a transient overheating.
    We are closed on Monday at the beginning of the week, so I want to keep an eye on (check) what it will be like on Tuesday.
    (Invest at your own risk)
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