In early July, this one bought at the lowest exchange rate and high price, miraculously managed to recover from a 20% crash, thank you 😭😭
$Broadcom (AVGO.US)$

2024 is almost over. Oh, it went by so quickly, didn't it?I think every year, as I get older, I feel like time is passing faster and faster.(Even though I'm still a teenager) Time is the most precious thing, so I hope to enjoy each day and have a rich year next year.
Now, enough of the preamble, I would like to get into the main topic. This time, I would like to reflect on the stocks and timing I have invested in during this year of 2024. It might be quite a lengthy text. I would appreciate it if you could stay with me.
【First Half of the Year】
First of all, Mitsubishi Heavy Industries (1st time) $Mitsubishi Heavy Industries (7011.JP)$ .
I remember investing due to the increase in defense spending and the escalating international tension that had been a topic since the end of last year, as well as the start of the H3 rocket launch. The initial purchase was before the split, but it was roughly at the current price1050YenI think it was about that amount. From there, I made several additional purchases, and finally1999 yenSold everything, earning approximately75% profits. At that time, I had about 70% of my assets in this stock, so I was able to increase it significantly...

$Palantir (PLTR.US)$
Now. In such times, how should you act? Wait? Secure profits? Increase buying? I think it's a situation where you can grow yourself.
I secure profits for everything except Palantir. And I increase buying Palantir.
Now. Shall we create our own history?

This article uses automatic translation in part.
●米半導体大手の $Broadcom (AVGO.US)$It is scheduled to announce the financial results for the fourth quarter of fiscal year 2024 after the close on December 12th.
According to moomoo, Broadcom's 4Q of fiscal year 2024The revenue increased by 51.33% year-on-year to 14.066 billion dollars.、EPS (US-GAAP) is expected to decrease by 14.91% year-on-year to $0.70.。
Outlook for the fourth quarter performance
In Broadcom's fourth quarter guidance,Revenue is expected to increase by 51% year-on-year to $14 billion.Semiconductors revenue is expected to be 8 billion dollars, infrastructure software revenue is expected to be 6 billion dollars. Revenue of Company I is expected to increase by 10% to 3.5 billion dollars compared to the previous period, and is expected to increase from 11 billion dollars in the previous period to 12 billion dollars for the full year. The company's management maintains a bullish outlook for the fiscal year 2025, expecting continued growth in AI and VMware, as well as a recovery in semiconductors other than AI.Bank of America analyst believes that due to Broadcom's advantage in AI, future earnings are expected to increase significantly. Over the next few years, it is expected that revenue in the AI segment will experience significant growth.
Analysts at Bank of America Corp believe that due to Broadcom's superiority in AI, revenue is expected to increase significantly in the future. In the next few years in the AI segment...

The market has already entered the year-end buying trend, and it has become a time to foresee the market of the following year.The U.S. stock market in 2025For the next President Trump's promised tax cuts and regulatory easing are a tailwindTailwindare likely. However, the specifics of the policies, the feasibility of implementation, and the timingUncertaintyThere may be lingering risks. There may also be uncertainties surrounding the impact of tariffs and immigration policies on inflation, as well as the outlook for Fed rate cuts.
Considering the possibility of becoming an unstable market development,Based on this,"2025 Focus on US Stocks" First Editionincluding ByteDance, the parent company of TikTok, and OpenAI,High Dividend ListI decided to focus specifically ondividends yield,Not only,Health of dividendsやearnings per share growth rate, andbalance between stock price fluctuations and stock price levelsConsidering other factors such asTop 5 high-dividend stocksPicked up.
These stocks areMoving relatively steadily in stock priceand.12-month forward dividend yieldNext,Exceeding 4.5%In other words, it indicates that the dividend yield has increased not simply due to a decrease in stock price.S&P500指数Considering the expected dividend yieldof about 1.3%it can be said that it is worthwhile to invest as a high dividend stock.
Expected dividend...

$NVIDIA (NVDA.US)$
I don't know why it's going down...