My stock portfolio is about 70% Yuga Securities and 30% National.
Before the change of government, it was around 5% for National, but I increased the proportion to around 30% because I trusted the president.
Since it's a real leading room led by the president, I thought, "Let's trust him and go in this time~" But looking at the recent trend, it seems to be becoming like a real leading room we know. It makes me laugh because the evaluated amount of my account keeps going down.
Still, for semiconductor-related stocks, I think they will recover at least to their highest point this year, so I'm not worried. However, other stocks that have been hit hard by Samsung Electronics and haven't recovered seem like they will take a considerable amount of time to recover.
