Everyone, welcome to moomoo's featured individual investor investment experience stories!
foregoing1stThen, I asked you about an overview of the investment history of Mr. Tabazo, who achieved FIRE in her early 40s. This time, which is the 2ndWe asked for discussions focusing on Mr. Tabazo's views on current market conditions and the way investors think. It also talks in detail about the sectors that Mr. Tabazo is paying attention to and his current portfolio, so be sure to check it out!
Recently, trading of US stocks has begun with moomoo.If you are interested in the stocks recommended by Mr. Tabazo, please use it. You can check the details here>>moomoo securities account opening campaign
points
・There is also a possibility that the yen will depreciate in the long run and appreciate in the medium term
・The current focus is on US bonds and the high-tech sector
・The ideal ratio of stock to cash is 7 to 3
Profile of Mr. Tapa Elephant
・US stock investor, advisor to an investment advisory firm
・Start investing in US stocks in 2010
・Retired from the company in 2019 and became independent
The current investment destination is about half of the S&P 500 Index and real estate
_____...

@PAN-USさん＆ @じんべいさんの解説まとめ：
PAN-san
・それでは、保険はもちろん、バークシャーの今朝の収益の大きな話題の1つです。Evercoreのデビッド・モトが、トラベラーズ、プログレッシブ、チャブなどに関するバイレーティングを語るために参加しています。第1四半期にバークシャーの保険事業、特にGEICOが価格に動きを見せ、マージンを増やし広告費を削減したことについて話していました。業界全体のトレンドかもしれませんが、保険市場の競争状況全体で何が起こっているかについて説明しています。
In the personal automobile insurance market, a significant hard market is observed, and GEICO is taking quite aggressive actions in this field. Profit orientation is reflected in the results, with a 13% decrease in the number of insurance contracts. This is due to a 15% increase in premiums, with industry-wide price increases being one factor. In GEICO's case, the number of units has decreased significantly, leading to improved profitability. It is also evident that advertising expenses have been greatly reduced, focusing on profit orientation.
・私たちが何を目指しているかを説明...