With many events on the horizon, what is the investment of "defense" that overcomes turmoil? Aiming for stable income through investments in funds, bonds, and high-dividend stock investment strategies.

Since the summer crash known as the "Black Monday of Reiwa", the volatile market has been continuing. Despite the progress of the lower house election, major events such as the US presidential election, the Fed's rate cuts, and the Bank of Japan's rate hikes are looming, leading to ongoing uncertainty about the future. To overcome this situation, it may be effective to strengthen defenses through investment in funds, bond ETFs, and high-dividend stocks to steadily earn income.If past performance is reproducible, for example, in investment trusts, there is a possibility of achieving a total return of up to about 35% annually!

It is possible to expect long-term growth while receiving monthly or quarterly dividends. The annual total return is high, but the annual volatility is lower than index ETFs such as the Nikkei Stock Average.

A comprehensive bond market etf in the United States like the following is well diversified and can expect both stable monthly dividends as well as upward momentum due to interest rate cuts. The price fluctuations are generally smaller compared to stocks or stock etfs, leading to lighter psychological burden for investors. Despite the exchange rate risk, the investment attractiveness is high as the interest rates on US bonds are higher than the interest rates on Japanese bank deposits.

During weak market conditions, investing in high-dividend stocks allows you to aim for dividends, distributions, or capital gains. While individual stocks have higher volatility compared to the assets mentioned above, the dividend yield is significantly larger compared to interest rates on bank deposits.