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にこ25 Male ID: 181634829
兼業投資家です。 個別株、暗号資産、FX 投資家さんと繋がりたい。
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    Looking back at history, we can confirm that there has been a 10-year upward trend in the global stock market.
    1950s: German stock boom
    1960s: US stock boom
    1970s: Gold Boom
    1980s: Japanese Stock Boom
    1990s: US Dotcom Stock Boom
    2000s: BRICs Boom
    2010s: The GAFAM boom.
    The stock markets of the world have repeatedly experienced booms and busts in 10-year cycles. This may be because when a single gainianbankuai is bought for 10 years, new buyers may no longer appear, and institutions may start selling their stocks as they believe they cannot expect any more returns.
    Alternatively, there is also a possibility that people unconsciously change their investment strategies as they consider 10 years as the end of an era.
    In any case, if we look back at history, there is no never-ending boom, so I think that US high-tech stocks, including GAFAM, will no longer be attractive to anyone in the future.
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    Warren Buffett has revealed that he has increased the shareholding ratios of the 5 major trading companies - Itochu Corporation, Marubeni Corporation, Mitsubishi Corporation, Mitsui & Co., and Sumitomo Corporation - to 7.4% each.
    <Market capitalization> (within parentheses) is the amount at 7.4%.
    Itochu Corporation: ¥6.73 trillion (¥498 billion).
    Marubeni Corporation: ¥3.14 trillion (¥232.4 billion).
    Mitsubishi Corporation: ¥7.08 trillion (¥523.9 billion).
    Mitsui & Co.: 6.27 trillion yen (464 billion yen)
    Sumitomo Corporation: 2.98 trillion yen (220.5 billion yen)
    The total value of the five major trading company stocks owned by Buffett is approximately 1.94 trillion yen (approximately $14.59 billion), making it the sixth largest after American Express (AXP) which has approximately 2.98 trillion yen (approximately $22.44 billion).
    With this, Japanese stocks have become the largest investment destination outside of US stocks, but it is small compared to the overall portfolio of Berkshire Hathaway (including listed and unlisted stocks).
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    にこ25 liked and commented on
    Among the ways to make money, there are businesses like cash flow machines that put money in one's wallet, and they call it unearned income, but I'm not really interested in that kind of way to earn money.
    For example, in an influencer business like mine, if you want to do it, you can pay someone to write an article or script, and then you can make money by creating notes and YouTube with it. But what I want to do the most isn't just to make money; it's about writing my own sentences, creating content, and making presentations, and making money with it, so having someone do it for me feels like I can pick up a game I'm crazy about playing.
    That's why I don't want anyone else to write articles on my behalf, and I want to keep writing whatever I've come up with in the future.
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    1: Make decisions based on reason, not emotions
    2: Diversify because you never know what will happen
    3: Be patient and wait for the right timing
    4: No one can predict the future with certainty
    5: Don't mistake yourself for a genius in a bullish market
    6: It is important to stick to a strategy, but it is equally important to adjust the strategy according to the situation
    7: The biggest mistake investors make is believing that recent events will continue in the future
    8: Do not focus solely on making money.
    9: Without failure, limits cannot be pushed. If you are not pushing your limits, you cannot maximize your potential.
    10: A buoyant market is not an attractive market. It is an overpriced market.
    11: You do not need a high IQ for investing. You need the temperament to control impulses.
    12: Cash is gold
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    にこ25 liked and commented on
    “Riding the boom” is important for both investment and work. That's because a large part of your performance is determined by where you work.
    I think even the best investors could only improve their dull performance if they invested in emerging market stocks in the 2010s. Also, Kathy Wood's performance last year was grotestically terrible.
    If you get out of the boom, no matter how hard you try there, you won't get any results.
    As long as you turn around and get on with the boom, you can expect results that exceed your ability. The influencer business was a business where results beyond one's ability could be expected.
    However, considering that there is no such thing as a boom that lasts forever, I think the influencer business will one day become an unprofitable occupation.
    Also, I think that US stocks, which boomed in the 2010s, will now enter a phase of stagnation.
    However, a new boom is bound to come, so all you have to do is gather your courage and get on with the new boom. (Of course it might go wrong, though.)
    There will probably be a boom in emerging countries and gold in the 2020s, so isn't it OK for the ratio of US stocks to be around 60%? I've been thinking about that lately.
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    にこ25 reacted to
    If you don't pay for Twitter and buy blue, the impressions are only 1/5.
    Because the level of civilization is dramatically low, I am considering switching to moomoo.
    Are there any people with the same idea?
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