I had to tidy up this week, and I ended up taking some action because some of it fell off. (Sold at around -2% levels, and now it's in the -4% range.)
Since last year, I've been responding to the market conservatively, so I'm only making profits at the average level. As a result, FOMO came and I bought some Samsung Electronics and Hanick for a short time to make a profit again. If I hadn't sold in July last year and just kept it, I would have had an apartment..
Since last night, the risk of macro environment including Mi Jang has remained the same, but greed for the semiconductor sector seems to be starting. This is purely a personal feeling. (My investment sense is down and I think I'll be wrong again this time..)
I kept a little bit of shipbuilding, defense industry, and power ETF because they are not individual stocks but I hope to see a circulation trade from semiconductors.
The market has been like a roller coaster since the beginning, and the US Nasdaq futures are also up. I'm curious to see how the market will close today. I think I'll check the stock prices at the end of the day.
