TOSA MA
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Hello, everyone!
moomoo's Anniversary U.S. Stock Papertrade ContestHave you already participated in it? As a highlight of the Anniversary Event Series,a real seminar by renowned investors Tesla and Emin will be held! Don't miss this valuable opportunity to network with the top players in the investment world.Don't miss this valuable opportunity to interact closely with the top figures in the investment world!![]()
✨Profile of Renowned Investors
Tester: individual investor
Full-time investor. Deposited 3 million yen into a securities account in 2005 to start stock investments. Over the past 19 years, has continued to make a profit every year. Initially focused on day trading, and from 2016 shifted emphasis to medium to long-term investments, with cumulative profits exceeding 10 billion yen. Annual dividend total for 2023 exceeds 0.15 billion yen. Since 2014, has been continuously donating to national children's institutions.
Emin Yılmaz: Economist / Foreign Exchange Strategist
Born in Istanbul, Turkey. Became the world champion of the International Biology Olympiad at the age of 16. Studied in Japan in 1997 and passed the entrance exam for the Department of Natural Sciences at the University of Tokyo after one year, then obtained a master's degree in Biological Engineering at the same university. Joined Nomura Securities in 2006, worked in the investment banking division, institutional investor sales division...
moomoo's Anniversary U.S. Stock Papertrade ContestHave you already participated in it? As a highlight of the Anniversary Event Series,a real seminar by renowned investors Tesla and Emin will be held! Don't miss this valuable opportunity to network with the top players in the investment world.Don't miss this valuable opportunity to interact closely with the top figures in the investment world!
✨Profile of Renowned Investors
Tester: individual investor
Full-time investor. Deposited 3 million yen into a securities account in 2005 to start stock investments. Over the past 19 years, has continued to make a profit every year. Initially focused on day trading, and from 2016 shifted emphasis to medium to long-term investments, with cumulative profits exceeding 10 billion yen. Annual dividend total for 2023 exceeds 0.15 billion yen. Since 2014, has been continuously donating to national children's institutions.
Emin Yılmaz: Economist / Foreign Exchange Strategist
Born in Istanbul, Turkey. Became the world champion of the International Biology Olympiad at the age of 16. Studied in Japan in 1997 and passed the entrance exam for the Department of Natural Sciences at the University of Tokyo after one year, then obtained a master's degree in Biological Engineering at the same university. Joined Nomura Securities in 2006, worked in the investment banking division, institutional investor sales division...
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In your opinion, who would keep the world peaceful and better if they became the next president?
$Trump Media & Technology (DJT.US)$ $Tesla (TSLA.US)$ $JPY/USD (JPYUSD.FX)$ $S&P 500 Index (.SPX.US)$ $Nikkei 225 (.N225.JP)$ $Intel (INTC.US)$ $NVIDIA (NVDA.US)$ $Apple (AAPL.US)$ $Alphabet-C (GOOG.US)$ $Amazon (AMZN.US)$ $Meta Platforms (META.US)$
$Trump Media & Technology (DJT.US)$ $Tesla (TSLA.US)$ $JPY/USD (JPYUSD.FX)$ $S&P 500 Index (.SPX.US)$ $Nikkei 225 (.N225.JP)$ $Intel (INTC.US)$ $NVIDIA (NVDA.US)$ $Apple (AAPL.US)$ $Alphabet-C (GOOG.US)$ $Amazon (AMZN.US)$ $Meta Platforms (META.US)$
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I wonder what will happen.![]()
I plan to buy a little bit each week.![]()
I plan to buy a little bit each week.
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No evidence of return commensurate with a Sharp ratio of 0.3 risk.
Reasons for the sharp decline from 2022
Due to the rise in overseas bond yields, the benchmark price dropped significantly, and with the high stall of foreign exchange hedging, it did not surface→The reason why JAFCO ran into deficit.
Potential for emergence
Bond prices rose following the overseas interest rate cut, due to narrowing of the domestic and overseas interest rate spread and reduction in exchange hedge costs.
There may be concerns about the rise in domestic bond interest rates, but those who buy now might be rewarded.
Reasons for the sharp decline from 2022
Due to the rise in overseas bond yields, the benchmark price dropped significantly, and with the high stall of foreign exchange hedging, it did not surface→The reason why JAFCO ran into deficit.
Potential for emergence
Bond prices rose following the overseas interest rate cut, due to narrowing of the domestic and overseas interest rate spread and reduction in exchange hedge costs.
There may be concerns about the rise in domestic bond interest rates, but those who buy now might be rewarded.
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Which one is better, iFree pension balance or gold?
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The constituent stocks and composition ratios are from the August 30, 2024 Monthly Report.
Constituent Stocks Price Change Rate Composition Ratio
$Spdr Gold Minishares Trust (GLDM.US)$ +1.383% 46.8%
$Gold Trust Ishares (IAU.US)$ +1.431% 38.0%
$ISHARES GOLD TRUST MICRO (IAUM.US)$ +1.412% 9.3%
$SPDR Gold ETF (GLD.US)$ +1.397% 5.5%
$USD/JPY (USDJPY.FX)$ -0.341%
As of September 24, the benchmark price is 25,489 yen, estimated benchmark price on September 25 is 24,758 yen (+269 yen).
Gold ETF hit a record high. Despite the weak dollar and strong yen, this fund has risen for 8 consecutive days.
Constituent Stocks Price Change Rate Composition Ratio
$Spdr Gold Minishares Trust (GLDM.US)$ +1.383% 46.8%
$Gold Trust Ishares (IAU.US)$ +1.431% 38.0%
$ISHARES GOLD TRUST MICRO (IAUM.US)$ +1.412% 9.3%
$SPDR Gold ETF (GLD.US)$ +1.397% 5.5%
$USD/JPY (USDJPY.FX)$ -0.341%
As of September 24, the benchmark price is 25,489 yen, estimated benchmark price on September 25 is 24,758 yen (+269 yen).
Gold ETF hit a record high. Despite the weak dollar and strong yen, this fund has risen for 8 consecutive days.
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Triggered by Micron's earnings, there is a growing momentum for the resumption of the AI rally.。
$Micron Technology (MU.US)$ Consideration has begun for a collaboration with moomoo.The demand for AI semiconductor memory is strong, with a bullish performance outlook.and surged 15% on September 26.Semiconductor stocks also rose, with the SOX index up 3.5% on the 26th.While the AI semiconductor champion, Nvidia, saw a slight increase, its stock price broke through the resistance line for the first time since mid-June. $NVIDIA (NVDA.US)$ Consideration has begun for a collaboration with moomoo.remained relatively flatsince mid-June,reaching a new high.した。
This time,Check Micron's earnings reportAbove that, identify semiconductor stocks with significant upside potential from AI supply chain companiesIdentified semiconductor stocks with significant upside potential after checking from the AI supply chain company. Not as well-known as NVIDIA or Micron, also check niche top stocks.Although not as well-known as NVIDIA or Micron, also check niche top stocks.
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Will the AI rally resume with Micron's earnings report?
Sparked by Micron's strong earnings report, on September 26, Micron's stock price surged, and not only that, the SOX index (Philadelphia Semiconductor Index) also rose, reversing the S&P500 index in year-to-date performance.
Nvidia, the AI semiconductor leader, announced on September 26th...
$Micron Technology (MU.US)$ Consideration has begun for a collaboration with moomoo.The demand for AI semiconductor memory is strong, with a bullish performance outlook.and surged 15% on September 26.Semiconductor stocks also rose, with the SOX index up 3.5% on the 26th.While the AI semiconductor champion, Nvidia, saw a slight increase, its stock price broke through the resistance line for the first time since mid-June. $NVIDIA (NVDA.US)$ Consideration has begun for a collaboration with moomoo.remained relatively flatsince mid-June,reaching a new high.した。
This time,Check Micron's earnings reportAbove that, identify semiconductor stocks with significant upside potential from AI supply chain companiesIdentified semiconductor stocks with significant upside potential after checking from the AI supply chain company. Not as well-known as NVIDIA or Micron, also check niche top stocks.Although not as well-known as NVIDIA or Micron, also check niche top stocks.
Sparked by Micron's strong earnings report, on September 26, Micron's stock price surged, and not only that, the SOX index (Philadelphia Semiconductor Index) also rose, reversing the S&P500 index in year-to-date performance.
Nvidia, the AI semiconductor leader, announced on September 26th...
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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.
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Dollar-yen movement on the 27th.
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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....
◆ $Nissay US High Dividend Equity Fund D1M (29313137.MF)$
<Features of the funds>
- Invest in high-dividend stocks listed in the USA, natural resources, REITs, etc....
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![Will the yen strengthen and stocks fall due to Ishiba Shock? 3 selected high-dividend funds in Japan and the USA that you can rely on! [Funds Special Edition]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240927/6045beb0412c875af02da5e0305a4628.jpg/thumb?area=105&is_public=true)
![Will the yen strengthen and stocks fall due to Ishiba Shock? 3 selected high-dividend funds in Japan and the USA that you can rely on! [Funds Special Edition]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240927/b49f3e0248a5acf98f16463152758f2b.jpg/thumb?area=105&is_public=true)
![Will the yen strengthen and stocks fall due to Ishiba Shock? 3 selected high-dividend funds in Japan and the USA that you can rely on! [Funds Special Edition]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240927/ef63135305035200d520d9c315320747.jpg/thumb?area=105&is_public=true)
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The toro, a U.S. semiconductor memory maker, following a significantly bullish outlook for its performance for September to November (first quarter), surpassed market expectations, prompting a strong bullish outlook. $Micron Technology (MU.US)$In the Tokyo stock market on the 26th following the significantly bullish outlook on the market performance for September to November (first quarter) after the closing on the 25th of the U.S. marketRe-evaluation buy on semiconductor-related stocks.It contributed significantly to the Nikkei Stock Average. $Tokyo Electron (8035.JP)$isRise by 8%.、 $Disco (6146.JP)$isRise by 9%.Contributing to the substantial increase in the Nikkei Average on the same day.
What is contributing to Micron's strong earnings is,broadband memory (HBM) used in AI development and operationsThat.Products for 2024 and 2025 have already sold outstating that as the US significantly lowers interest rates and the yen weakens, improving investor sentiment, the expectation of monetizing AI, which was declining, has become a positive factor. Some analysts have expressed that the adjustment of AI semiconductor stocks has been completed.AI semiconductor stocks adjustment has been completedSome voices are also saying that
On the 26th, the top-ranking on the Tokyo Stock Exchange Prime market includes advanced memory manufacturing related...
What is contributing to Micron's strong earnings is,broadband memory (HBM) used in AI development and operationsThat.Products for 2024 and 2025 have already sold outstating that as the US significantly lowers interest rates and the yen weakens, improving investor sentiment, the expectation of monetizing AI, which was declining, has become a positive factor. Some analysts have expressed that the adjustment of AI semiconductor stocks has been completed.AI semiconductor stocks adjustment has been completedSome voices are also saying that
On the 26th, the top-ranking on the Tokyo Stock Exchange Prime market includes advanced memory manufacturing related...
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TOSA MA : Tester is popular.