Thank you for your work in February as well.
In February, the market environment was tough, and even when companies announced good earnings, there were instances where stock prices were offset by the impact of Mr. Trump's policies, leaving an overall impression of sluggishness.
As a result, the cash ratio of the portfolio was increased more than before, some shares held in the NISA account were liquidated for profit, Bank stocks were maintained, while other Assets were converted into cash.
The current focus is on survival as the top priority, shifting from a conventional aggressive approach to a strategy of waiting for the next opportunity.
This year, in contrast to usual circumstances, it is difficult to say that Assets are on the rise, but efforts will continue to ensure cautious responses to achieve survival.
$NVIDIA (NVDA.US)$
$Celestica (CLS.US)$
$Rakuten Bank (5838.JP)$
2025
*At the end of the month
Year to date-15.71%
Monthly Performance (vs previous month %)
January       ¥10,878,190 (-11.53%）
February 10,364,522 yen (-4.73%）

[USA Market Situation] Stocks rose, reversing after turmoil during the USA-Ukraine talks, approaching 151 yen.March 1, 2025, 7:01 JST (excerpt)
PCE inflation control indicated, reinforcing interest rate cut expectations - providing some reassurance to the market.
The yen temporarily fell to 150.99 yen - the USA two-year bond yield dropped below 4% for the first time since October.
On the 28th, the USA Stock market rebounded. The meeting between President Trump and President Zelensky of Ukraine escalated into an argument, raising concerns about the geopolitical situation and increasing volatility, but prices extended gains towards the end.
The S&P 500 Index fluctuated during the day, trading around the previous day's closing price. The meeting between Trump and Zelensky at the White House did not lead to the signing of the planned resource Trade, and the post-summit press conference was also canceled. Trump subsequently distanced himself with a Post on Social Media saying, "You can come back when you are ready to accept peace."

$Gorilla Technology (GRRR.US)$ I woke up and it was over 30. Lol. However, this increase is dangerous...

$Bitcoin (BTC.CC)$
Summary of information regarding the establishment of strategic reserves for Bitcoin (BTC) in the USA.
Note: The information below reflects the status as of February 28, 2025, but the progress of the bill is fluid and its enactment is uncertain. The specific bill documents (e.g., S.4912 "BITCOIN Act of 2024") are published on Congress.gov (published on July 31, 2024).
●Federal level situation●
The "BITCOIN Act of 2024" proposed by Senator Cynthia Lummis includes plans for the USA government to acquire 1 million BTC and establish a strategic reserve to hold it for 20 years. Additionally, President Trump indicated at the "Bitcoin 2024" conference in July 2024 that the government would not sell approximately 0.2 million BTC from its holdings, but would instead keep it as stockpiles.
Source: "Lummis Introduces Strategic Bitcoin Reserve Legislation", published on August 1, 2024, issued by the official website of Senator Cynthia Lummis (www.lummis.senate.gov) ...

$Palantir (PLTR.US)$
It won't stop until the monthly chart goes down.

$NVIDIA (NVDA.US)$ It seems likely to go up due to expected values, but $Dow Inc (DOW.US)$ 、 $Tesla (TSLA.US)$ I feel danger in areas that are not rising while others, ETC, are increasing; still, it's not time to touch it.

I will Buy more.
Currently, 24 years old, in the second year as a working adult. Savings are 0.6 million. I have invested all of it in NVIDIA.
If it drops to 113 today, I will borrow 0.2 million from a card loan and invest even more.
With such good earnings, this decline can only be described as strange. Even if Trump says something, the performance of this company remains unaffected. It will definitely rise. Even if it doesn’t succeed, there will be no regrets.
$NVIDIA (NVDA.US)$

$Palantir (PLTR.US)$
The ladder has already been removed.