The Danaus container ship is safe and secure.
I'm going to keep monitoring and buy some if it looks good again.
$Danaos(DAC.US$
I'm going to keep monitoring and buy some if it looks good again.
$Danaos(DAC.US$
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commented on
There was also a depreciation of the yen, so it feels pretty good when it's denominated in yen.
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Semiconductors were doing well, but their momentum has declined slightly. As for Satellite's situation, it was pretty strong at +6.1% in May alone. The PF situation is as follows.
After all, I didn't buy anything in particular this week, and the NVDA ratio increased quite a bit, so I sold half of it and made a profit. I feel like the JPY is quite a bit over 10.2%, but I'm at a loss as to what to buy. If I were to buy it, it would be semiconductor or tech, but I don't know if the adjustments are temporary, so I think I won't force myself to buy it next week. If major adjustments were made, it would probably be about buying NVDA again or buying AMZN.
All buy and sell orders are trail sales and are as follows.
50% of GOOG/MSFT shares 10% trail width
50% of TSM and MU shares 20% trail width
5% trail width for all DAC holdings
After all, I didn't buy anything in particular this week, and the NVDA ratio increased quite a bit, so I sold half of it and made a profit. I feel like the JPY is quite a bit over 10.2%, but I'm at a loss as to what to buy. If I were to buy it, it would be semiconductor or tech, but I don't know if the adjustments are temporary, so I think I won't force myself to buy it next week. If major adjustments were made, it would probably be about buying NVDA again or buying AMZN.
All buy and sell orders are trail sales and are as follows.
50% of GOOG/MSFT shares 10% trail width
50% of TSM and MU shares 20% trail width
5% trail width for all DAC holdings
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The balance of assets from the end of 2018 to 2024/5 is as follows.
Satellite had quite a few semiconductors, and they were doing well. The ratio and investment results up to the end of the month by management category are as follows.
Pension (DB+DC) 14.0% MoM +2.1% YoY +23.5%
Crypto (BTC and ETH, etc.) 2.6% MoM +15.9% YoY +174.8%
Core 61.5% MoM+12. %
Satlite 21.9% MoM +6.1%
Since 1 year has not passed since the operation of Core and Satellite was split, YoY cannot be calculated.
It's Core, but the breakdown is now like this.
I was thinking of holding Cash at 50%, but when I thought it would be necessary to respond to inflation, I changed Cash to 25% and included gold and J-REIT as inflation-compatible assets. I've been wondering if this is ok for a while. As for stocks, I thought VTI alone would be enough.
Overall, the attack was 50% and the defense was 50%, and ACWI and VTI were half each for the attack. Protection is...
Satellite had quite a few semiconductors, and they were doing well. The ratio and investment results up to the end of the month by management category are as follows.
Pension (DB+DC) 14.0% MoM +2.1% YoY +23.5%
Crypto (BTC and ETH, etc.) 2.6% MoM +15.9% YoY +174.8%
Core 61.5% MoM+12. %
Satlite 21.9% MoM +6.1%
Since 1 year has not passed since the operation of Core and Satellite was split, YoY cannot be calculated.
It's Core, but the breakdown is now like this.
I was thinking of holding Cash at 50%, but when I thought it would be necessary to respond to inflation, I changed Cash to 25% and included gold and J-REIT as inflation-compatible assets. I've been wondering if this is ok for a while. As for stocks, I thought VTI alone would be enough.
Overall, the attack was 50% and the defense was 50%, and ACWI and VTI were half each for the attack. Protection is...
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BTC Bitcoin, which is currently in the latter half of 60000, what do you think will happen in the future?
If you have any other comments, please comment.
(Below is the chart as of 5/29)
If you have any other comments, please comment.
(Below is the chart as of 5/29)
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The rise after the NVDA settlement was amazing. May was also in the second half, and satellite asset balances were quite strong, +5.9% compared to the end of the previous month. The portfolio status is as follows.
It's SPXL, but it got caught in a trail stop amid the turbulence and withdrew marginally. I wanted to push the price up a little more, but it can't be helped. I'm at a loss as to where to invest the funds. It's like leaving half of it and rushing into AMZN and QCOM. All buy and sell orders are trail sales and are as follows.
50% of GOOG/MSFT shares 10% trail width
50% of NVDA/TSM and MU shares 20% trail width
5% trail width for all DAC holdings
It's SPXL, but it got caught in a trail stop amid the turbulence and withdrew marginally. I wanted to push the price up a little more, but it can't be helped. I'm at a loss as to where to invest the funds. It's like leaving half of it and rushing into AMZN and QCOM. All buy and sell orders are trail sales and are as follows.
50% of GOOG/MSFT shares 10% trail width
50% of NVDA/TSM and MU shares 20% trail width
5% trail width for all DAC holdings
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I got caught on the trail due to yesterday's drop. Well, if you don't lose a lot, the expected value of the stock is positive, so I think it's fine if you don't lose a lot.
$Direxion Daily S&P 500 Bull 3X Shares ETF(SPXL.US$
$Direxion Daily S&P 500 Bull 3X Shares ETF(SPXL.US$
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Silver mine stocks are also rising, aren't they?
$Global X Funds Global X Silver Miners Etf (Post Rev Spl(SIL.US$
$Global X Funds Global X Silver Miners Etf (Post Rev Spl(SIL.US$
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We've successfully passed the CPI, but it's about time for the NVDA settlement. Depending on NVDA financial results, semiconductors in general will be affected, so it's exciting. The satellite situation is like this.
There has been no particular movement since they secured SBLK's advantage. What about SPXL? I want it to grow like this.
The 20-day change rate for stocks held is generally strong, with NVDA +21.36%, SPXL +20.47%, and TSM 18.78%. It's amazing how strong VOD is at +17.39%. I'm at a loss about what to buy, but I only have 1.8% cash, so I think I'll think about it if something sells with a trail sale order.
As for the order status, all are trail sales and are as follows.
Trail all SPXL holdings at 5%
Trail half of TSM, NVDA, and MU holdings at 20%
MSFT trails half of GOOG shares at 10%
Trails with 5% of all NAT and DAC shares
There has been no particular movement since they secured SBLK's advantage. What about SPXL? I want it to grow like this.
The 20-day change rate for stocks held is generally strong, with NVDA +21.36%, SPXL +20.47%, and TSM 18.78%. It's amazing how strong VOD is at +17.39%. I'm at a loss about what to buy, but I only have 1.8% cash, so I think I'll think about it if something sells with a trail sale order.
As for the order status, all are trail sales and are as follows.
Trail all SPXL holdings at 5%
Trail half of TSM, NVDA, and MU holdings at 20%
MSFT trails half of GOOG shares at 10%
Trails with 5% of all NAT and DAC shares
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