$Kioxia Holdings (285A.JP)$
A lifetime together with Kioxia

$iShares 20+ Year Treasury Bond ETF (TLT.US)$
Continuity of Trump trade
As expected, the American presidential election resulted in a victory for Trump.
It was said to be a close race in public opinion polls,
When the lid is lifted, Mr. Trump's policy of overwhelming victory is
→Tax cuts
→Tariffs
→Regulatory relaxation
All of them are foreseen to lead to inflation.
For the Federal Reserve, which is in a phase of interest rate cuts,
Factors delaying the pace of interest rate cuts
And fundamentally, the surface-level American economy is in good condition.
There are two current focal points.
Will the Trump trade (equities rally) continue!?
Will there be a rate cut at the December FOMC?
Amid a high likelihood of turning into a triple red...
The continuity of the Trump trade is
The future personnel aspect by Mr. Trump is significant
After the election, there is also selling off bonds due to material exhaustion
While dealing with bond selling
Whether entering a new phase of strong interest rate increase
Depends on the personnel headlines.
Every time Mr. Trump's new policies emerge, stock prices rise
Will follow, and for the time being, the trend is
I consider that high interest rates are dominant 😓.
In order for the flow of high bonds to become stronger.
Indicator results showing a slowdown in the American economy are necessary.
I perceive high interest rates as dominant until that comes out.
* Bra...

$Global X U.S. Preferred Security ETF (2866.JP)$ Stock prices have begun to stabilize, haven't they?
I'm hesitating to buy more

$Nippon Telegraph & Telephone (9432.JP)$
I think holding is good, but the upward energy is not quite there~

$Nippon Telegraph & Telephone (9432.JP)$
Even on a weekly basis, it hasn't formed a complete lower wick.
Activating a little test purchase, haha.
A double bottom might be forming.

$Nippon Telegraph & Telephone (9432.JP)$
Really coming down without a lower shadow~
There is a possibility of exceeding 3.5
There is an opportunity if you wait leisurely.

$iShares 20+ Year Treasury Bond ETF (TLT.US)$ Short-term bonds and 5-year bonds are unpopular, while the consumer confidence index is exceeding expectations, and real estate prices are soaring. Bond investors are still on hold 😓
Considering the concern about an impending interest rate cut, is the lack of popularity in short-term government bonds due to inflows into stocks, cash, and gold? We also hope to see a shift towards long-term bonds! Additionally, the consumer confidence index fell below 100 last month but rose to 102 this time! However, the chart is slowly declining! Real estate is experiencing a rise in property prices due to the high housing loan interest rates driven by policy interest rates, leading to a situation where new properties are not selling and existing property inventory is depleting. Without jumping to conclusions, it may be good to think that a little more time is needed before indicating an interest rate cut 🤔
While the 10-year bond and 30-year bond yields are converging, the short-term bond yield curve is still deepening in the opposite direction. It is advisable to wait and observe until June or July to see the trends in long-term bonds 👀
Despite concerns such as war, high logistics costs, and bank failures stemming from commercial real estate, it's important to remember that risks are inherent in investments for TLTTMF holders. Let's persevere and maintain mental resilience 💪

$iShares US High Dividend ETF (2013.JP)$
The dividends are a bit low.
About 1.9%.
It's in the early stage, so let's expect it after a year!