A source of solace for the heart.
Mitsubishi UFJ, the largest position and top earner, successfully delivered with a solid earnings report that exceeded consensus expectations, featuring a dividend increase, share buybacks, and upward revisions.![]()
Although hopes for a Fed rate cut in December are fading and my U.S. stock portfolio has taken significant losses, I’ve been able to stay calm thanks to Mitsubishi UFJ's consecutive record highs (for now 💦).
Concerns about a delay in the Bank of Japan’s interest rate hike impacting bank stocks appear to have been unfounded, which is good news.
The outlook for U.S. stocks tonight remains uncertain, but even though the Fed seems hesitant to cut rates, the U.S. economy remains robust, and the AI investment narrative has not collapsed, so I will continue to monitor calmly and avoid panic selling.
I feel that it might be fine for the Bank of Japan to raise interest rates ahead of schedule, but it seems difficult with Ms. Takachi...
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米小型株10-15銘柄で運用中/他で日米欧大型株を保有/PFの大半は三菱UFJ/下落上等、保有株は大切に育てるタイプです。
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カ ル OP : I received the dividend.
UFJ LOVE![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
つかふし : Happy New Year, Mr. Car!![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Let's both keep pushing forward this year and aim for even better results!![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Sorry for the post unrelated to specific stocks! 
️
カ ル OP つかふし : Happy New Year!
Thank you very much for your thoughtful comment.
Last year, I was fortunate enough to achieve fairly good results, and this year, I plan to continue thorough research, stay focused on my path, and not be swayed by those around me.
I hope Tsukafushi also achieves great success with his unique cost-performance and time-efficiency based portfolio. Wishing you the best of luck! Let's both keep pushing forward!
I look forward to working with you again this year.
つかふし : Mr. Karu, let's keep winning!![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
My previous comment doesn’t need explanation for you, Mr. Karu! 
We'll keep delivering results and aim even higher. Let’s both do our best and keep pushing forward!![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
カ ル OP つかふし : I was in the middle of writing a response to your earlier comment
Sorry about that.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Lately, I've been focusing more on Japanese stocks and have been busy selecting stocks for building capital.
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
It’s impressive even though the new year has just started!
Though when it comes to Japanese stocks, I’ve mainly been collecting banking stocks, especially around UFJ
For US stocks this year, it seems like we're entering an earnings-driven market, so I'm thinking of playing it safe by focusing on core stocks with solid performance.
I’ll learn from you, Tsukafushi-san, and keep improving!