きよし師匠
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This week through the end of February, the Shareholding of stocks will be sorted.
① Select liquidity and well-performing stocks from those chosen this time with a bright outlook.
② Set the holding ratio for each stock at about 5-15% (limit to a maximum of 20 stocks).
③ Organize the watch list and refine the portfolio further.
④ Have a clear reason for holding those stocks and manage them according to objectives.
Prepare to allocate 5-10% of surplus funds (enough to purchase a single stock).
Look for opportunities to liquidate Funds and redirect them to self-managed investments.
↑Current Portfolio
① Select liquidity and well-performing stocks from those chosen this time with a bright outlook.
② Set the holding ratio for each stock at about 5-15% (limit to a maximum of 20 stocks).
③ Organize the watch list and refine the portfolio further.
④ Have a clear reason for holding those stocks and manage them according to objectives.
Prepare to allocate 5-10% of surplus funds (enough to purchase a single stock).
Look for opportunities to liquidate Funds and redirect them to self-managed investments.
↑Current Portfolio
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きよし師匠
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Tiffany Wade, Senior Portfolio Manager at Columbia Threadneedle Investments, stated that the attention given to DeepSeek has once again highlighted the improvement in the efficiency of AI models.
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$Pigeon (7956.JP)$
It's positive that the relationship with China has just emerged from its worst phase since it is based on China.
It's positive that the relationship with China has just emerged from its worst phase since it is based on China.
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Selling Sanrio was an accident, but being able to buy Symphonia turned out well.![]()
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$Fast Accounting (5588.JP)$
I don't usually buy Japanese stocks, but this one is intriguing.
I don't usually buy Japanese stocks, but this one is intriguing.
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$Coinbase (COIN.US)$ Held in the medium term but there has not been any significant movement. It hardly even increases, making poorly performing stocks far better. It was a stock purchased with regret.
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$Gamehaus Holdings (GMHS.US)$
For the time being, it is somehow in the positive, but what will happen in the end.
For the time being, it is somehow in the positive, but what will happen in the end.
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For the time being, let's leave it as it is.
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