With an interest rate of 4%, it might be okay to divert funds to short-term government bonds of the usa.
I'm thinking. Or maybe if the stock price rises during the year-end rally, it would be a good idea to take profits and move them here.
$Vanguard Short-Term Treasury ETF (VGSH.US)$

Does the Trump rally also feel like a brief pause? The satellite is satisfying with YoY +25.0% results. Even if it loses to the S&P 500 which is YoY +31.0%, considering it is managed in Yen and taking into account the defensive shares for downturn resistance, there is not much dissatisfaction. The portfolio looks like this.
It is natural that the market is not moving, and there is no movement at all. When only sector ETFs are singled out, it looks like this.
I sold XLF this week, so I am thinking of selling XLY next week. There is quite a movement between sectors, isn't there? I hope to take advantage of the fluctuations between sectors.
Next week's gaming plan
①CDNS, MU have trailing stop sell orders at 20% (ongoing)
The rise of the tech sector may have ended, but I plan to continue holding based on the buying strategy.
② Rebalance
Buy QQQM, sell XLY
Consider adding to mining and defensive shares
While funds are moving into growth stocks, let's look at mining (RIO, BHP, VALE) and defensive shares opportunistically... $Archer Daniels Midland (ADM.US)$ Shall we scavenge for something...

I'm not feeling as excited, so I'm hesitant about whether to buy it or not.
$Archer Daniels Midland (ADM.US)$

It's about semiconductors' flagship stock NVDA, but I feel like a big correction might be coming.
If that happens, I might buy again lol.
$NVIDIA (NVDA.US)$

I am withdrawing with a subtle profit at a 20% trailing stop. I think I can manage as long as I don't incur significant losses, so I will try again.
$Arm Holdings (ARM.US)$

It feels like money is flowing into BTC and economically sensitive stocks, causing gold mining stocks to drop more sharply than gold itself. The rebounds are also substantial, so could it be like leveraging gold?
$VanEck Gold Miners Equity ETF (GDX.US)$

Is the Trump rally also running out of steam? The satellite was up +1.56% MtD. This is how the PF looks like.
Regarding the PF, $Arm Holdings (ARM.US)$ resulted in a slight profit withdrawal at the trail stop.
As for sector ETF, here is how it looks like.
The balance has been considerably disrupted. I am thinking of taking profit on XLF.
The gaming plan for next week is as follows. Feeling a bit uneasy, so planning to avoid big moves.
①CDNS, MU have trailing stop sell orders at 20% (ongoing)
The rise of the tech sector may have ended, but I plan to continue holding based on the buying strategy.
② Rebalance
Buy with a limit order at QQQM204.51. $Financial Select Sector SPDR Fund (XLF.US)$ Sell at 49.95 with a limit order

I wonder if money is moving from the defensive sector.
$Utilities Select Sector SPDR Fund (XLU.US)$

I feel like shifting from gold to cryptocurrency.
$Spdr Gold Minishares Trust (GLDM.US)$