Major U.S. institutions have submitted 13F reports to the U.S. Securities and Exchange Commission (SEC) and disclosed their holdings and position sizes of U.S. stocks in the third quarter of this year.
●Berkshire Hathaway
According to the submitted form 13f, Berkshire Hathaway led by the famous American investor Buffett, traded during the third quarter. $Apple (AAPL.US)$ 、 $Bank of America (BAC.US)$ 、 $Ulta Beauty (ULTA.US)$ 、 $Sirius XM (SIRI.US)$ 、 $Charter Communications (CHTR.US)$Reduced the shareholding of best inc, $Domino's Pizza (DPZ.US)$and pool corp, a pool equipment sales company $Pool Corp (POOL.US)$acquired shares of 21vianet inc.
Until September 30, Berkshire held 1.28 million shares of domino (about 5....

How astonishing is the recent surge in gold? The modern-day "Gold Rush" is accelerating, with gold prices hitting new highs almost every week. This week, the spot price of gold surpassed $2,750 per ounce for the first time, expanding the year-to-date increase.33%
despite the sharp rise of the US Dollar Index since October, and the fading market expectations for interest rate cuts, gold prices have continued to hit new highs. SprottAssetManagement, an asset management company, mentioned that after gold prices reached record highs,Stated that they are entering a "new upward phase."Many financial institutions have mentioned thatThere is a possibility for the gold price to surpass $3,000.Also pointing out that.
This year, gold has undoubtedly emerged as one of the prominent global asset classes, following $Bitcoin (BTC.CC)$a remarkable 33% increase since the beginning of the year, surpassing $Nasdaq Composite Index (.IXIC.US)$and $S&P 500 Index (.SPX.US)$.
Gold mining stocks are finally shining brighter than gold and the S&P 500.
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In the early stages of US stock earnings, there was the ASML shock, but overall corporate performance remains robust.Against the backdrop of strong performance,、Some stocks have been hitting new highs for the year or since listing.There has been a succession of stocks which 'AI' is also one of the factors driving performance and stock prices. Among these stocks,There are stocks whose stock price increase rate in the second half of the year exceeds nvidia.Many. The earnings of banks, which are sensitive to economic trends, imply a soft landing, and companies with good earnings may try to reach new highs. This time,Pick 8 U.S. stocks with strong performance in both business performance and stock priceThe US economy further recovered, and the GDP growth rate reached 3.85% in 2004.
Earnings at the beginning of the season are generally solid
In the early stages of this earnings season, there was an ASML shock (*), but overall corporate performance was notably solid. As of October 17, more than 80% of the S&P500 index constituent companies that had announced earnings had results exceeding market expectations for earnings per share (EPS).
(*) On October 16th, "Semiconductor stocks experience a severe shock! What does ASML's sharp decline in orders imply? Checking the impact on NVIDIA and AI semiconductor stocks.Please refer to the sea. According to Reuters, Samsung Electronics has postponed the delivery of ASML's measures...

Expecting a weak yen and high stock prices.Beware of the rollback of the 'Takamichi Trade'.It is spreading. In the LDP presidential election on the 27th, Shigeru Ishiba, who is expected to push forward the Bank of Japan's financial normalization policy, was selected as the new party leader. Due to the 'Ishiba shock', it is expected that after the votes are countedThe yen surged sharply and the dollar-yen briefly reached the 142 yen level. The Nikkei average futures also experienced a significant decline.In addition, with the upcoming US presidential election, it is expected that the stock market will continue to experience high volatility, making it easier to buy US stock funds in early August with the decline and yen appreciation trend, as well as funds invested in Japanese stocks less affected by exchange rate fluctuations. It seems that funds will flow in moomoo securities, where you can purchase them.and a growth rate of over 20% compared to the previous year.、The year-on-year growth rate is approximately 20% or more.Picked up high-dividend funds from the USA and Japan.
Dollar-yen movement on the 27th.
Selecting 3 high-dividend funds with high return and stability.
◆ $Nissay US High Dividend Equity Fund D1M (29313137.MF)$
<Features of the funds>
- Invest in high-dividend stocks listed in the USA, natural resources, REITs, etc....