2024/6 investment results MoM +1.5%, YoY +24.1%
The investment results (including deposits and withdrawals) up to the end of 2024/6 were as follows.
The breakdown of assets and increases and decreases are as follows.
Pension (DB+DC) 14.7% MoM +3.0% YoY +26.2%
Crypto (BTC and ETH, etc.) 2.4% MoM -7.69% YoY +113.4%
Core 61.9% MoM +2.8%
Satlite 21.0% MoM -2.0%
Since 1 year has not passed since the operation of Core and Satellite was split, YoY cannot be calculated.
After all, all of DC's pensions are foreign stocks (developed countries excluding Japan), so the increase is amazing. On the other hand, crypto assets are kind of disappointing. I was thinking of increasing life defense funds slightly, and Satellite was increasing just right, so I pulled it out of Satellite.
The PF for core assets looks like this.
Pension (DB+DC) 14.7% MoM +3.0% YoY +26.2%
Crypto (BTC and ETH, etc.) 2.4% MoM -7.69% YoY +113.4%
Core 61.9% MoM +2.8%
Satlite 21.0% MoM -2.0%
Since 1 year has not passed since the operation of Core and Satellite was split, YoY cannot be calculated.
After all, all of DC's pensions are foreign stocks (developed countries excluding Japan), so the increase is amazing. On the other hand, crypto assets are kind of disappointing. I was thinking of increasing life defense funds slightly, and Satellite was increasing just right, so I pulled it out of Satellite.
The PF for core assets looks like this.
Basically, I'm thinking of 50% stocks and 50% defensive assets, which are offensive assets. As for stocks, all of them were fine, but that was also boring, so as a result of thinking about what to add, it became VTI, and I feel like the ratio of VTI became about the same as Orkan. Rather than wanting to have half of the whole world and the whole United States, I felt that the ratio was just right as a result of trying to add the whole of the United States to the whole world. It means having the whole world and the United States, respectively, but I think there is almost no risk reduction effect, and if global stock investments are theoretical, and if US stocks grow, US stocks, which account for global stocks, will also rise, so the whole world is the basis.
It's a protective asset, but I was quite at a loss here, so I cut inflation response and deflation (recession) response in half. It is inflation-related, but there are commodity, real estate/price-linked government bonds, but I would like to simply limit this to gold. When gold becomes 25% of the core asset, the feeling that it is quite large is intuitive, but according to past backtests, it seems that the compatibility between gold and stocks is good. On the other hand, I also considered accounts receivable as assets compatible with deflation (recession), but I decided to have about the same level of Japanese yen and US dollars so that stocks (VTI in this case) can be bought flexibly during a crash. It's in US dollars, but since it's MMF, you can also get an interest rate of about 4.5% per year.
We currently have VTIP (US Short-Term Price Linked Bonds), but we plan to replace all of them with GLDM by the end of the year. The rise in gold prices has just come to an end and it seems to be falling, so it seems just right.
It's a protective asset, but I was quite at a loss here, so I cut inflation response and deflation (recession) response in half. It is inflation-related, but there are commodity, real estate/price-linked government bonds, but I would like to simply limit this to gold. When gold becomes 25% of the core asset, the feeling that it is quite large is intuitive, but according to past backtests, it seems that the compatibility between gold and stocks is good. On the other hand, I also considered accounts receivable as assets compatible with deflation (recession), but I decided to have about the same level of Japanese yen and US dollars so that stocks (VTI in this case) can be bought flexibly during a crash. It's in US dollars, but since it's MMF, you can also get an interest rate of about 4.5% per year.
We currently have VTIP (US Short-Term Price Linked Bonds), but we plan to replace all of them with GLDM by the end of the year. The rise in gold prices has just come to an end and it seems to be falling, so it seems just right.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
2018年から投資を始めて投資の記録をつけています。
https://note.com/puri2_purinn/m/
234Followers
172Following
865Visitors
Follow