• ターゲット 2040 Новое
    ¥500000
    В наличии
    Asia
    ターゲット 2040 - 株式 ETF (60%)、債券 ETF (40%)

    危険
    中くらい

    8か月間の返品
    18.9%の高リターン

    最小額
    ¥500000

    バスケットの詳細

    ターゲットバスケットは、車の購入、大学の学費、または設定された目標年頃に退職するなど、大きな出費に備えて貯蓄や投資を計画している投資家向けです。

    目標バスケットでは、目標年が近づくにつれて株式の配分が減少し、負債の配分が増加します。

    バスケットの目的は、最初の数年間に富を蓄積し、目標年が近づくにつれて投資を保護することです。 これを達成するために、長期的には株式がリターンの点で負債を上回るため、ターゲットバスケットは、より高いリターンを得るために、最初はより多くの株式を配分します。

    ただし、株式投資はより不安定であるため、短期的にはこれが当てはまらない可能性があります。 これを調整するために、目標バスケットの債務配分は、目標年度が近づくにつれて、特に最後の 4 年間は急速に増加します。 これにより、投資家が全期間にわたって節約した資金が保護されます。

    バスケットは毎年 4 月にリバランスされ、それに応じて負債と株式の配分が変更されます。

    株式セグメントETF - 日本インドETFニフティネクスト50ジュニアBeESおよび日本インドニフティ50ビーズETF

    負債セグメント ETF - BHARAT Bond ETF

    ターゲット2040バスケットの資産配分の内訳


    | 年 | 目標までの年数 | 資本 | 借金 |
    |------|------|----------|------|
    | 2023年 | 17 | 60% | 40% |
    | 2024年 | 16 | 58% | 42% |
    | 2025年 | 15 | 56% | 44% |
    | 2030年 | 10 | 47% | 53% |
    | 2035年 | 5 | 33% | 67% |
    | 2036年 | 4 | 29% | 71% |
    | 2037年 | 3 | 23% | 77% |
    | 2038年 | 2 | 17% | 83% |
    | 2039年 | 1 | 12% | 88% |
    | 2040年 | 0 | 8% | 92% |

    注: この表は、5 年間の間隔とターゲットバスケットの最後の 4 年間における株式と負債の配分を示しています。 ただし、バスケットは毎年4月にリバランスされ、それに応じて資産配分が変更されます。


    なぜこのバスケットなのでしょうか?
    このバスケットは、2040 年までに支出を計画している投資家向けです。このバスケットはリスクを最小限に抑えるように構築されており、投資家が目標年に近づくにつれて、よりリスクの低い債券への投資が徐々に増加します。

    このバスケットは誰のためのものですか?
    このバスケットは、設定された目標年を念頭に置いて貯蓄する投資家向けです。 このバスケットは、株式ETFと負債ETFの間で投資を分散しながらリスクを最小限に抑えます。 負債と資本の配分は、目標年度までの距離に応じて変化します。
    ターゲット 2040 - 株式 ETF (60%)、債券 ETF (40%) 危険 中くらい 8か月間の返品 18.9%の高リターン 最小額 ¥500000 バスケットの詳細 ターゲットバスケットは、車の購入、大学の学費、または設定された目標年頃に退職するなど、大きな出費に備えて貯蓄や投資を計画している投資家向けです。 目標バスケットでは、目標年が近づくにつれて株式の配分が減少し、負債の配分が増加します。 バスケットの目的は、最初の数年間に富を蓄積し、目標年が近づくにつれて投資を保護することです。 これを達成するために、長期的には株式がリターンの点で負債を上回るため、ターゲットバスケットは、より高いリターンを得るために、最初はより多くの株式を配分します。 ただし、株式投資はより不安定であるため、短期的にはこれが当てはまらない可能性があります。 これを調整するために、目標バスケットの債務配分は、目標年度が近づくにつれて、特に最後の 4 年間は急速に増加します。 これにより、投資家が全期間にわたって節約した資金が保護されます。 バスケットは毎年 4 月にリバランスされ、それに応じて負債と株式の配分が変更されます。 株式セグメントETF - 日本インドETFニフティネクスト50ジュニアBeESおよび日本インドニフティ50ビーズETF 負債セグメント ETF - BHARAT Bond ETF ターゲット2040バスケットの資産配分の内訳 | 年 | 目標までの年数 | 資本 | 借金 | |------|------|----------|------| | 2023年 | 17 | 60% | 40% | | 2024年 | 16 | 58% | 42% | | 2025年 | 15 | 56% | 44% | | 2030年 | 10 | 47% | 53% | | 2035年 | 5 | 33% | 67% | | 2036年 | 4 | 29% | 71% | | 2037年 | 3 | 23% | 77% | | 2038年 | 2 | 17% | 83% | | 2039年 | 1 | 12% | 88% | | 2040年 | 0 | 8% | 92% | 注: この表は、5 年間の間隔とターゲットバスケットの最後の 4 年間における株式と負債の配分を示しています。 ただし、バスケットは毎年4月にリバランスされ、それに応じて資産配分が変更されます。 なぜこのバスケットなのでしょうか? このバスケットは、2040 年までに支出を計画している投資家向けです。このバスケットはリスクを最小限に抑えるように構築されており、投資家が目標年に近づくにつれて、よりリスクの低い債券への投資が徐々に増加します。 このバスケットは誰のためのものですか? このバスケットは、設定された目標年を念頭に置いて貯蓄する投資家向けです。 このバスケットは、株式ETFと負債ETFの間で投資を分散しながらリスクを最小限に抑えます。 負債と資本の配分は、目標年度までの距離に応じて変化します。
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  • Target 2040 Новое
    ¥500000
    В наличии
    Asia
    Target 2040 - Equity ETFs (60%), Bond ETFs (40%)

    RISK
    Medium

    8Months RETURNS
    18.9% High Return

    MINIMUM AMOUNT
    ¥ 500000


    Basket Details


    Target baskets are for investors who are planning to save and invest for a big expense, be it buying a car, paying for college or retiring around a set target year.

    In target baskets, the equity allocation decreases, and the debt allocation increases as the target year comes closer.

    The objective of the basket is to accumulate wealth in the initial years and to protect the investment as the target year comes closer. To achieve this, target baskets have higher equity allocation in the beginning to get higher returns, as equities beat debt over the long term in terms of returns.

    However, in the short term, this may not hold true since equity investments are more volatile. To adjust for this, target baskets’ debt allocation rises quickly as the target year comes closer - especially for the final four years. This protects the money investors have saved over the entire time frame.

    The basket is rebalanced yearly in April, and debt to equity allocation is changed accordingly.

    Equity segment ETFs - Nippon India ETF Nifty Next 50 Junior BeES and Nippon India Nifty 50 Bees ETF

    Debt segment ETF - BHARAT Bond ETF

    Asset allocation breakdown for Target 2040 Basket


    | Year | Years to Target | Equity | Debt |
    |------|-----------------|--------|------|
    | 2023 | 17 | 60% | 40% |
    | 2024 | 16 | 58% | 42% |
    | 2025 | 15 | 56% | 44% |
    | 2030 | 10 | 47% | 53% |
    | 2035 | 5 | 33% | 67% |
    | 2036 | 4 | 29% | 71% |
    | 2037 | 3 | 23% | 77% |
    | 2038 | 2 | 17% | 83% |
    | 2039 | 1 | 12% | 88% |
    | 2040 | 0 | 8% | 92% |

    Note: The table shows equity and debt allocation in an interval of five years and the final four years of the target basket. However, the basket is rebalanced every year in April and the asset allocation is changed accordingly


    Why this basket?
    This basket is for investors who are planning for an expense by 2040. The basket is built to minimize risk, and gradually increases the investment in lower-risk debt as the investor draws closer to the target year.

    Who is this basket for?
    This basket is for investors saving with a set target year in mind. The basket minimizes risk while distributing investments between equity and debt ETFs. Debt and equity allocation will change depending on the distance to the target year.
    Target 2040 - Equity ETFs (60%), Bond ETFs (40%) RISK Medium 8Months RETURNS 18.9% High Return MINIMUM AMOUNT ¥ 500000 Basket Details Target baskets are for investors who are planning to save and invest for a big expense, be it buying a car, paying for college or retiring around a set target year. In target baskets, the equity allocation decreases, and the debt allocation increases as the target year comes closer. The objective of the basket is to accumulate wealth in the initial years and to protect the investment as the target year comes closer. To achieve this, target baskets have higher equity allocation in the beginning to get higher returns, as equities beat debt over the long term in terms of returns. However, in the short term, this may not hold true since equity investments are more volatile. To adjust for this, target baskets’ debt allocation rises quickly as the target year comes closer - especially for the final four years. This protects the money investors have saved over the entire time frame. The basket is rebalanced yearly in April, and debt to equity allocation is changed accordingly. Equity segment ETFs - Nippon India ETF Nifty Next 50 Junior BeES and Nippon India Nifty 50 Bees ETF Debt segment ETF - BHARAT Bond ETF Asset allocation breakdown for Target 2040 Basket | Year | Years to Target | Equity | Debt | |------|-----------------|--------|------| | 2023 | 17 | 60% | 40% | | 2024 | 16 | 58% | 42% | | 2025 | 15 | 56% | 44% | | 2030 | 10 | 47% | 53% | | 2035 | 5 | 33% | 67% | | 2036 | 4 | 29% | 71% | | 2037 | 3 | 23% | 77% | | 2038 | 2 | 17% | 83% | | 2039 | 1 | 12% | 88% | | 2040 | 0 | 8% | 92% | Note: The table shows equity and debt allocation in an interval of five years and the final four years of the target basket. However, the basket is rebalanced every year in April and the asset allocation is changed accordingly Why this basket? This basket is for investors who are planning for an expense by 2040. The basket is built to minimize risk, and gradually increases the investment in lower-risk debt as the investor draws closer to the target year. Who is this basket for? This basket is for investors saving with a set target year in mind. The basket minimizes risk while distributing investments between equity and debt ETFs. Debt and equity allocation will change depending on the distance to the target year.
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  • 多様なバスケット Новое
    ¥500000
    В наличии
    India
    多様なバスケット
    - 資本 (50%)
    - 債券 (25%)
    - 金 (25%)
    リスク中
    10 か月のリターン 25.0% の高リターン

    バスケットの詳細
    この比較的リスクの低いバスケットは、株式インデックスファンド、債券、金の上場投資信託またはETFで構成されています。 ETF には、Nifty 50 指数と Nifty Next 50 指数が含まれていました。 基本的にはインドの上位 100 社の上場企業です。 このバスケットは、安全資産として知られる金にも投資します。 株式ETF - インデックスファンド - 50% 負債ETF - 25% 金ETF - 25%

    なぜこのバスケットなのでしょうか?
    このバスケットを使用すると、資産クラス全体でポートフォリオを多様化できます。 バスケットには、債券と金という 2 つのインデックス ファンドが均等に重み付けされています。


    このバスケットは誰のためのものですか?
    このバスケットは、主にリスク選好度の低い長期パッシブ投資家に適しています。

    追加情報とバスケットの購読については、私に連絡してください
    多様なバスケット - 資本 (50%) - 債券 (25%) - 金 (25%) リスク中 10 か月のリターン 25.0% の高リターン バスケットの詳細 この比較的リスクの低いバスケットは、株式インデックスファンド、債券、金の上場投資信託またはETFで構成されています。 ETF には、Nifty 50 指数と Nifty Next 50 指数が含まれていました。 基本的にはインドの上位 100 社の上場企業です。 このバスケットは、安全資産として知られる金にも投資します。 株式ETF - インデックスファンド - 50% 負債ETF - 25% 金ETF - 25% なぜこのバスケットなのでしょうか? このバスケットを使用すると、資産クラス全体でポートフォリオを多様化できます。 バスケットには、債券と金という 2 つのインデックス ファンドが均等に重み付けされています。 このバスケットは誰のためのものですか? このバスケットは、主にリスク選好度の低い長期パッシブ投資家に適しています。 追加情報とバスケットの購読については、私に連絡してください
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  • Diversified Basket Новое
    ¥500000
    В наличии
    India
    Diversified Basket
    - Equity (50%)
    - Bonds (25%)
    - Gold (25%)
    RISK Medium
    10M RETURNS 25.0% High Return

    Basket Details
    This relatively lower-risk basket comprises of Exchange traded funds or ETFs of equity index funds, bonds and gold. The ETFs included tracks the Nifty 50 and the Nifty Next 50 indices. Basically the top 100 listed companies in India. The basket also invests in gold, which is known as a safe haven asset. Equity ETF - Index Funds - 50% Debt ETF - 25% Gold ETF - 25%

    Why this basket?
    This basket allows you to diversify your portfolio across asset classes. The basket has equal weights on two index funds, bonds and gold.


    Who is this basket for?
    This basket is suitable mainly for long-term passive investors with low-risk appetite.

    Contact Me for additional information and Basket Subscription
    Diversified Basket - Equity (50%) - Bonds (25%) - Gold (25%) RISK Medium 10M RETURNS 25.0% High Return Basket Details This relatively lower-risk basket comprises of Exchange traded funds or ETFs of equity index funds, bonds and gold. The ETFs included tracks the Nifty 50 and the Nifty Next 50 indices. Basically the top 100 listed companies in India. The basket also invests in gold, which is known as a safe haven asset. Equity ETF - Index Funds - 50% Debt ETF - 25% Gold ETF - 25% Why this basket? This basket allows you to diversify your portfolio across asset classes. The basket has equal weights on two index funds, bonds and gold. Who is this basket for? This basket is suitable mainly for long-term passive investors with low-risk appetite. Contact Me for additional information and Basket Subscription
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  • Gold Cube 99.99% Purity 10x10x10mm Новое
    ¥329675
    В наличии
    Japan
    Gold Cube 99.99% Purity for Element Collection or Private Investment
    Cube size 10X10X10mm (0.4")
    Weight 19.2-19.8 grams
    Product delivery within 10 days or less.
    Additional Shipping Insurance ¥ 5000

    Product features.

    1.10mm density cube made of 99.99% pure Gold metal

    2.Each cube made from high purity metal and featuring attractive, ground surfaces and laser etched labels

    3.Precision machined for super flat facets and 0.1mm tolerance to come very close to theoretical density

    4.Every cube perfectly finished with sharp edges and corners and no burrs

    Gold is a valuable asset that can help investors diversify their portfolio and hedge against inflation and currency fluctuations. Gold has a long history of being a store of value and a medium of exchange, and it is widely recognized and accepted around the world.

    Gold also has some unique properties that make it attractive for investors, such as its durability, scarcity, and resistance to corrosion. Investing in gold can provide benefits such as:

    - Protection from inflation and currency devaluation: Gold tends to maintain its purchasing power over time, while fiat currencies tend to lose value due to inflation and monetary policies. Gold can also act as a safe haven in times of economic or political turmoil, when investors seek to preserve their wealth and avoid riskier assets.

    - Diversification and risk reduction: Gold has a low correlation with other asset classes, such as stocks and bonds, which means that it can reduce the overall volatility and risk of a portfolio. Gold can also perform well in different market conditions, such as bull or bear markets, recessions or expansions, and periods of high or low interest rates.

    - Liquidity and accessibility: Gold is easy to buy and sell, as there are many platforms and markets that offer gold products, such as bullion bars, coins, jewelry, exchange-traded funds (ETFs), futures contracts, and options. Gold can also be accessed by investors of different levels of wealth and expertise, as there are various options for investing in gold with different costs, risks, and returns.

    A small cube of gold 10x10x10mm may seem like a trivial purchase, but it can have many benefits. Gold is a precious metal that has a high value and can be used as a hedge against inflation, currency devaluation, or economic instability. Gold is also durable, resistant to corrosion, and easy to store and transport.

    A small cube of gold 10x10x10mm can fit in your pocket, your safe, or your jewelry box. It can also be a great gift for someone special, or a way to express your appreciation for yourself. Buying a small cube of gold 10x10x10mm is not only an investment, but also a symbol of wealth, status, and elegance.
    Gold Cube 99.99% Purity for Element Collection or Private Investment Cube size 10X10X10mm (0.4") Weight 19.2-19.8 grams Product delivery within 10 days or less. Additional Shipping Insurance ¥ 5000 Product features. 1.10mm density cube made of 99.99% pure Gold metal 2.Each cube made from high purity metal and featuring attractive, ground surfaces and laser etched labels 3.Precision machined for super flat facets and 0.1mm tolerance to come very close to theoretical density 4.Every cube perfectly finished with sharp edges and corners and no burrs Gold is a valuable asset that can help investors diversify their portfolio and hedge against inflation and currency fluctuations. Gold has a long history of being a store of value and a medium of exchange, and it is widely recognized and accepted around the world. Gold also has some unique properties that make it attractive for investors, such as its durability, scarcity, and resistance to corrosion. Investing in gold can provide benefits such as: - Protection from inflation and currency devaluation: Gold tends to maintain its purchasing power over time, while fiat currencies tend to lose value due to inflation and monetary policies. Gold can also act as a safe haven in times of economic or political turmoil, when investors seek to preserve their wealth and avoid riskier assets. - Diversification and risk reduction: Gold has a low correlation with other asset classes, such as stocks and bonds, which means that it can reduce the overall volatility and risk of a portfolio. Gold can also perform well in different market conditions, such as bull or bear markets, recessions or expansions, and periods of high or low interest rates. - Liquidity and accessibility: Gold is easy to buy and sell, as there are many platforms and markets that offer gold products, such as bullion bars, coins, jewelry, exchange-traded funds (ETFs), futures contracts, and options. Gold can also be accessed by investors of different levels of wealth and expertise, as there are various options for investing in gold with different costs, risks, and returns. A small cube of gold 10x10x10mm may seem like a trivial purchase, but it can have many benefits. Gold is a precious metal that has a high value and can be used as a hedge against inflation, currency devaluation, or economic instability. Gold is also durable, resistant to corrosion, and easy to store and transport. A small cube of gold 10x10x10mm can fit in your pocket, your safe, or your jewelry box. It can also be a great gift for someone special, or a way to express your appreciation for yourself. Buying a small cube of gold 10x10x10mm is not only an investment, but also a symbol of wealth, status, and elegance.
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  • ほとんどの米チップ株は下落して引けた。ソフトバンク傘下のチップソフト設計会社アーム(ARM)は3.04%高、アスマのADRは1.4%超下落、シージャシンは約1.2%安、マイクロン・テクノロジーは0.2%弱高、半導体ETFは0.18%高、TSMCのADRは約0.4%高、ブロードコムは1.5%超高、エヌビディアは2.43%高。上昇が比較的目立ち、過去最高値の500.77ドルに達した。11月20日の過去最高値504.05ドルに迫る勢いであり、5取引日連続の累積上昇率は7.5%を超えた。
    ほとんどの米チップ株は下落して引けた。ソフトバンク傘下のチップソフト設計会社アーム(ARM)は3.04%高、アスマのADRは1.4%超下落、シージャシンは約1.2%安、マイクロン・テクノロジーは0.2%弱高、半導体ETFは0.18%高、TSMCのADRは約0.4%高、ブロードコムは1.5%超高、エヌビディアは2.43%高。上昇が比較的目立ち、過去最高値の500.77ドルに達した。11月20日の過去最高値504.05ドルに迫る勢いであり、5取引日連続の累積上昇率は7.5%を超えた。
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  • Convenience and liquidity are two key factors that influence the investment decisions of many people. Convenience refers to how easy it is to access and manage your money, while liquidity refers to how quickly you can convert your assets into cash without losing value. Both convenience and liquidity can affect your financial goals, risk tolerance, and time horizon.

    If you are looking for convenience and liquidity in your investments, you may want to consider the following options:

    - Money market funds: These are mutual funds that invest in short-term debt securities, such as treasury bills, commercial paper, and certificates of deposit. Money market funds offer a high degree of safety, stability, and liquidity, as they aim to maintain a constant net asset value (NAV) of $1 per share. You can withdraw your money at any time without penalty or fees, and you can also write checks or use debit cards from some money market funds. However, money market funds usually offer low returns compared to other investments, and they are not insured by the Federal Deposit Insurance Corporation (FDIC).

    - Short-term bonds: These are debt securities that mature in one to five years. Short-term bonds typically offer higher returns than money market funds, but they also have more price fluctuations and credit risk. You can sell your short-term bonds before maturity, but you may incur capital gains or losses depending on the market conditions. You can also buy short-term bond funds, which are mutual funds that invest in a diversified portfolio of short-term bonds.

    - Online savings accounts: These are bank accounts that offer higher interest rates than traditional savings accounts, as they have lower overhead costs and can pass on the savings to customers. Online savings accounts are convenient, as you can access your money anytime through online banking or mobile apps. They are also liquid, as you can transfer your money to other accounts or withdraw cash from ATMs. Online savings accounts are insured by the FDIC up to $250,000 per depositor.

    When convenience and liquidity are important, Theo can help you find the most appropriate investment products and the right asset allocation for your needs. Theo as a specialist that provides personalized financial advice based on your goals, risk profile, and preferences. Theo uses advanced algorithms and data analysis to create a customized portfolio of low-cost exchange-traded funds (ETFs) that match your objectives. Theo also monitors and adjusts your portfolio automatically to keep it on track with your target asset allocation.

    With Theo, you can enjoy the convenience and liquidity of investing online, while also benefiting from the expertise and guidance of a professional financial advisor. You can start investing with Theo with as little as $100, and you can withdraw your money anytime without fees or penalties.

    If you want to learn more about how Theo can help you achieve your financial goals with convenience and liquidity, visit contact me anytime for a free consultation.
    Convenience and liquidity are two key factors that influence the investment decisions of many people. Convenience refers to how easy it is to access and manage your money, while liquidity refers to how quickly you can convert your assets into cash without losing value. Both convenience and liquidity can affect your financial goals, risk tolerance, and time horizon. If you are looking for convenience and liquidity in your investments, you may want to consider the following options: - Money market funds: These are mutual funds that invest in short-term debt securities, such as treasury bills, commercial paper, and certificates of deposit. Money market funds offer a high degree of safety, stability, and liquidity, as they aim to maintain a constant net asset value (NAV) of $1 per share. You can withdraw your money at any time without penalty or fees, and you can also write checks or use debit cards from some money market funds. However, money market funds usually offer low returns compared to other investments, and they are not insured by the Federal Deposit Insurance Corporation (FDIC). - Short-term bonds: These are debt securities that mature in one to five years. Short-term bonds typically offer higher returns than money market funds, but they also have more price fluctuations and credit risk. You can sell your short-term bonds before maturity, but you may incur capital gains or losses depending on the market conditions. You can also buy short-term bond funds, which are mutual funds that invest in a diversified portfolio of short-term bonds. - Online savings accounts: These are bank accounts that offer higher interest rates than traditional savings accounts, as they have lower overhead costs and can pass on the savings to customers. Online savings accounts are convenient, as you can access your money anytime through online banking or mobile apps. They are also liquid, as you can transfer your money to other accounts or withdraw cash from ATMs. Online savings accounts are insured by the FDIC up to $250,000 per depositor. When convenience and liquidity are important, Theo can help you find the most appropriate investment products and the right asset allocation for your needs. Theo as a specialist that provides personalized financial advice based on your goals, risk profile, and preferences. Theo uses advanced algorithms and data analysis to create a customized portfolio of low-cost exchange-traded funds (ETFs) that match your objectives. Theo also monitors and adjusts your portfolio automatically to keep it on track with your target asset allocation. With Theo, you can enjoy the convenience and liquidity of investing online, while also benefiting from the expertise and guidance of a professional financial advisor. You can start investing with Theo with as little as $100, and you can withdraw your money anytime without fees or penalties. If you want to learn more about how Theo can help you achieve your financial goals with convenience and liquidity, visit contact me anytime for a free consultation.
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  • 世界最大の金ETF-SPDRゴールド・トラストの保有量は前日比2.89トン減少。現在の保有量は875.65トン。
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