9.24 Investment Log: Buy Good Stocks, Sit Tight, and Endure

Following a friend's recommendation this March, I began investing in stocks in earnest. I am gradually expanding my portfolio and seed money, focusing on the US S&P 500 and Nasdaq 100 indices, as well as Samsung Electronics, Hynix, and the KOSPI 100.
1. Following the FOMC on 9/18, the US market performed well, exchange rates rose, Samsung and SK Hynix rebounded, and SOXL and TQQQ surged, resulting in an overall profit of 7%.
2. From March to July, I traded frequently. Since early August, I have been using secured funds and a portion of my incoming salary to either accumulate new positions or add to existing ones in stocks that have broken their trend or dropped excessively, such as MU, ASML, Hynix, KOSPI Leverage, TQQQ, and SOXL.
3. (Investing with cautious optimism) Prospects regarding the potential end of the Israel-Iran war or the belief that it will not worsen; faith in AI investment and the semiconductor super-cycle despite interest rate hikes; historical seasonal upturns in the US market during the midterms and the November–January period; the undervaluation of the KOSPI centered around Samsung and Hynix along with expectations for sustained earnings; and the expectation that if the KOSPI stays above 7,000 and rises above 7,500, there will be a high possibility of retail investors flowing back in.
4. (Strategy until late October) If the Nasdaq drops by more than 5%, I will use my remaining cash to purchase high-leverage assets like TQQQ and SOXL.
If the Nasdaq fluctuates within +/- 5%, I will not take major action and will instead perform additional purchases in 2–3 stocks I have been watching when they hit a trough.
If the Nasdaq rises by more than 5%, I will simply enjoy the ride.
Under this cautious optimism, I will not be swayed by daily or weekly fluctuations. Instead, I will track the scale and growth of the future earnings of great companies and continue investing from a long-term perspective with a "heavy bottom" (staying patient).
A diary of a beginner who finds investing (with a slight gambling streak) very exciting.