1.
The director-general finished yesterday, and there are a lot of posts about this year’s settlement.
It was a difficult chapter, but there were many people who made huge returns.

Mijang seems to have a good difficulty just by looking at the index, but it was not easy when looking at the S&P 500 stock returns in the fourth quarter below.
Big tech and financial stocks, which have large market capitalization, rose, and the index rose, with more stocks falling.

Both the director and the presidential office were sector-differentiated, and I think it will be similar next year.
Regardless of the index, the rate of return is likely to vary sharply depending on whether you rode the lead or not.

Let’s make sure we can ride the lead in both markets well next year!

2.
While writing letters, I will also look for quarterly returns on holdings, and thank you for all the main stocks rising well.
This year’s settlement has already been written down in the last season, so I don’t want to write it long.
In short, it was revived thanks to large-scale rebalancing.

The current holdings are likely to grow high for quite a long time, and I’m trying to make a big profit in this section using my specialty.
So I don’t intend to replace the port for the time being.

But last year, I never thought I’d have them, so a year later, there could be a port full of other completely different ones lol
Good opportunities will continue to come next year, so don’t predict it and take it well.

​3.
I was able to write the letter a little faster this time.
(If you reflect tonight’s makeup, it’s done)

It took me a while to find and write down “Sector Status” every time (a lot of things happen in three months),
Now that there are no shipping stocks, the sector status is short and the is increased, the time has been shortened a lot.

Every time I write the last , I don’t know what the market will be like tomorrow, so I wonder what it means.

But when I replayed the letter, the interest sector batting average was quite high.
What are you doing then? I didn’t buy a transformer, shipbuilding, or defense
I believe that next year, Misei Port will continue to be the lead, and Director Port will be the lead.
Or I’m going to take the plunge and change.

​4.
Recently, subscribers and subscription inquiries are asking if the market index is too high.

I’ll tell you what I think,
First of all, I can’t predict macros or indices because I’m a sports person, so I refer to the Gray Man channel, a professional in this field.
https://t.me/mistergray_11

5.
The director showed the number of transformers, shipbuilding, and defense, and even the long-term growth narrative was attached, so the chic sector was okay.
Mijang was rather weak in chic, but the Chinese economy is still a net technology.
It’s an attractive section in terms of valuation, so it’s a price point that will be profitable enough to survive, but I’m going to go in after seeing China turn around for sure.

At this time, you can also watch the tele of Seungdori, Korea’s chic one-top.
You are subscribing in advance, and even if you get one item, you will get much more than the subscription fee.
https://blog.naver.com/sungdory/223708004397

6.
Whether you subscribe or watch TV or YouTube, I hope you refer to those who are making money from their stocks by playing real Skin in the Game.

A lot of people on stock shows and YouTube have never done stocks and don’t know them very well.

Most of them don’t help, especially those who say that the market is going to plummet every year. (Whether it’s stocks or real estate, they keep getting it wrong, they keep coming out.)
I don’t watch these humans on a channel after that.
Even if you don’t know how it was cast, it lowers the reliability of the channel.

On the contrary, there are many carefully analyzed articles on blogs, and I am grateful when I read them.
It’s for the purpose of selling your own stock, but I’m still grateful.
It is very helpful for investment if you distinguish between too much pumping or wishful writing.

7.
This year, the country was eventful not only in the stock market, but also in politics and society.
I hope next year will be a more smooth and peaceful year.

My stock and real life also had some difficult times.
I hope next year will be a more smooth year.

Thank you for watching this year.
I hope to write more helpful articles next year and build luck ^^

I wish you all good health in the new year, and I wish you all the best!