Even monkeys understand 🐒 [worldwide stocks]

Even monkeys can understand 🐒

[Global Equities] The way of thinking about investing

① What are global stocks?

An index index where you can invest in developed country stocks and emerging market stocks, starting with the United States. It covers 90% of the stock market. 90% of developed country stocks and 10% of emerging markets. Among them, US stocks account for more than 50%.

Even if it is a global stock, it does not cover all countries, and it does not include countries where securities trading is closed due to reasons such as economic activity or underdeveloped securities trading compared to emerging countries (frontier stocks), economic sanctions, etc.

② There are two global stock indices

・ALL COUNTRY WORLD INDEX

[Small cap stocks not included]

・FTSE GLOBAL ALL CAP INDEX

[Includes small-cap stocks]

The difference between the two is whether small-cap stocks are included or not, but in the global stock index, which is a market value average-weighted index, the specific weight of small-cap stocks is extremely small, and the reference price is almost the same due to the degree of error.

③ Recommended products from global stocks

・e MAXIS Slim global stock

・Vanguard Total World Stock ETF [VT]

・MAXIS Global Equity ETF [2559]

④ Super easy PF for global stocks and home currency

Create a simple portfolio with global stocks and cash deposits in your home currency according to your lifestyle, age, personality, and risk tolerance. With this alone, a portfolio with a fairly high diversification effect can be completed.

・Super defensive

Global stocks 20% cash and deposits 80%

・Defensive

Worldwide stocks 40% cash and deposits 60%

・Active

Global stocks 70% cash and deposit 30%

・Super active

90% of global stocks, 10% cash and deposit

⑤ Does it include Japan? isn't it included?

There are several funds that are clearly stated as [excluding Japan] in the global stock index. As the saying goes, it is a fund where Japanese stocks are removed from the global stock index.

Since Japanese stocks weigh about 5% in the global stock index, there is a slight difference. What are the key points to consider whether Japan is included or not?

A case where the Japanese stock index or individual Japanese stocks, etc. are already held, and [excluding Japan] is consistent with the asset ratio. Also, if there are doubts about the future potential of Japanese stocks, it is a reason to choose [excluding Japan].

That's all,

Even monkeys can understand 🐒

[Global Equities] It was a way of thinking about investing.