June is 6.8% plus in yen conversion. I regret the fact that support for QT and the end of the fiscal year was half-hearted, and sales of semiconductors were received by the end of the month. Note that we were able to cover it with 2244, which has effective dispersion during the semiconductor failure period that followed, is ◎.
Purchases increased mainly at 2244 and SMH in line with last week's decline. While each index fluctuates, the highest value continues to be updated, and the long-term chart shape continues to be good. There is currently no movement in exchange intervention, which was a matter of concern, and it is expected that assets will continue to grow due to depreciation of the yen and stock appreciation.
In the semiconductor sector, sales pressure on popular brands such as NVDA and MU continues to be sluggish, but buybacks are visible in other stocks. On Tuesday, while both stocks were unwell, SMH and SOXL rose, making a good impression. The decline in both stocks is expected to continue until near the main support line, but since financial results were good, it is expected that it will improve thereafter, and accelerate the rise in the sector as a whole. Furthermore, holdings in both stocks withdrew when they reached the loss cut line → profit margin went to PLTR, which is doing well with SOXL.
Yesterday's decline in LLY and HIMS is seen as a temporary decline in response to statements from key figures. It was a place where I wanted to buy more, but since there was little cash left, I put it off.

The previous weekend was heating alert → partial profit, but the subsequent sharp rise was missed, and as a result, it was about an error. The judgment of caution is good, and while the trend is strong, gradual interest rates should definitely be about stop orders when they plummet.
Note that the recent decline is considered to be a temporary decline involving option transactions. There are no negative surprises in each economic index, and since the index has not collapsed, the upward trend is expected to continue.
I feel that there is a recovery outside of the high-tech sector, but I think SP's high-tech bias will continue to expand in the future. Therefore, the purchase of SP was postponed as scheduled, and individual brands went into HIMS, HOOD, and MU and PLTR for Hi-Tech. PLTR had a big drop since then, and it seemed like flying, but since it's a small and volatile stock, I held on.
This week is expected to be rough due to the end of the fiscal year and indicators being announced warily. I want to buy more, mainly 2244 and SMH, while watching the situation.

Since they felt a risk due to the rapid rise and the target return was exceeded, they took advantage of Leva stocks and part of SMH and N. I want to wait for the next low risk entry timing.
The 2244 I bought with the yen I was playing with seems to be over 10% for MoM. Since there is little variation in return, it may be good to replace QQQM, which is the main asset (the fact that there is almost no movement in the field is also mentally friendly ◎)
After all, SP other than TEC is relatively weak, and I don't think dispersion is effective. Therefore, next time I would like to forego purchases and consider purchasing large stocks in each sector instead.

Slight damage thanks to the S that I set up just in case. I don't think the indicators were bad, so is it called a month-end adjustment? I also feel like they'll be bought back soon after the week starts, but leva and high-tech systems will be raised for a while.

Other than semiconductors, high-tech, and some other commodities, declined. Healthcare and finance, which had been growing recently, have declined day by day, and SP growth has slowed. If things don't improve over the weekend, adjust closer to high tech.