I won't sell, but I'm thinking of adjusting the overall balance for next year, so that the position of Japanese stocks remains below 25% of total assets.
After trying it for about 2 years, I feel that holding US ETFs for the medium to long term suits me, and (it grows in sectors that are easy to understand).
It was a waste to invest heavily in certain sectors in Japanese stocks this year, especially in semiconductors.
As it is a promising sector, I won't sell, but it might be better not to touch it too much from now on. (I'm using the NISA framework)
Next year, while working towards graduating from a distance learning university, I also want to study hard. I'll try my hand at buying and selling Japanese stocks as my first Japan IPO through NISA with auto contributions to Orkan (planning to sell immediately) and if there is room, I'll look for USA ETFs. (Also, since J-REIT ETFs are a good buy, I might increase my buy a bit)
I plan to be actively involved in investing in about 2 years, but while doing what I should, I want to keep acquiring knowledge little by little until then.
Probably, now is the best time to earn, so now is the time to increase the capital...