While Japan is facing a situation where the Bank of Japan is considering additional rate hikes due to yen depreciation, the rest of the world is shifting towards a global interest rate cut.Considering investments in overseas bondsWouldn't it be good to shift focus to overseas bond investments?Among overseas bond ETFs, there are not a few stocks that are updating their all-time highs at the moment.。
The characteristic of bond investment compared to stocks is that it provides stable yields (dividends) while having small price fluctuations, so the expectation of price increase is low. However, with the decrease in interest rates,In a low-interest rate environment, bond prices are expected to rise, so not only can you expect regular income gains, but also capital gains.Furthermore, if the depreciation of the yen continues, foreign bond ETFs will be in an "unparalleled" state.Therefore, starting from July 2023,There is a possibility of a 24% to 26% increase in revenue compared to the previous year in 2024.
Therefore, let's pick up stocks that have a return on investment in the past year (annual dividend yield + year-to-date return - trust fee) that exceeds 10% from July 2023.Select stocks with an investment return in the past year (annual distribution yield + year-to-date change rate - trust fee) of over 10%Among these,Introducing 3 bond ETFs that are eligible for investment in the growth investment frame of the new NISAThe deviation from the closing price of 2,371 yen on the 9th is about Introducing 5 dollar-denominated bond ETFs listed on the US market (comprising 2 types: risk-controlled and high-yield) with monthly distributionsUsing similar indicators, the ETF with the best investment return in the past year will be selected.