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$Japan Physical Silver ETF (1542.JP)$
When comparing the performance of 1540 pure gold listed trusts and 1542 pure silver listed trusts, 1542 pure silver listed trusts surpass 1540 pure gold listed trusts in terms of 1-year and year-to-date returns, but 1540 pure gold listed trusts are superior in terms of 3-year returns. In terms of 5-year returns, pure silver is slightly higher. Since pure gold has a lower cost ratio, it is advantageous when considering long-term operating costs.
Purchasing a 1542 pure silver listed trust when the yen depreciates and the dollar is appreciating may be an advantageous choice in terms of reducing exchange risk and suppressing fees.
When comparing the performance of 1540 pure gold listed trusts and 1542 pure silver listed trusts, 1542 pure silver listed trusts surpass 1540 pure gold listed trusts in terms of 1-year and year-to-date returns, but 1540 pure gold listed trusts are superior in terms of 3-year returns. In terms of 5-year returns, pure silver is slightly higher. Since pure gold has a lower cost ratio, it is advantageous when considering long-term operating costs.
Purchasing a 1542 pure silver listed trust when the yen depreciates and the dollar is appreciating may be an advantageous choice in terms of reducing exchange risk and suppressing fees.
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$iShares Bitcoin Trust (IBIT.US)$
The main reason for the rapid increase in funds flowing into bitcoin etfs is
Recently, bitcoin has reached an all-time high in the $93,000 range, increasing investor interest
As the price rises, the asset value of the etfs is also increasing.
Due to the small average trade size of etfs, the barrier to bitcoin investment is lowered by etfs, making it easier to participate.
There is a growing expectation that crypto etfs-friendly policies will be implemented due to expectations of President Trump's reelection.
Major financial institutions are increasing their investment in bitcoin etfs, with Goldman Sachs and others expanding their shareholding.
Products such as blackrock's IBIT, which are low-cost and highly liquid, have emerged, expanding the options available.
Expectations are rising for the future as bitcoin grows to become the 7th largest asset in the world.
Following the success of the Bitcoin ETF, expectations for Ethereum ETF are also rising, pushing up the overall cryptocurrency ETF market.
The main reason for the rapid increase in funds flowing into bitcoin etfs is
Recently, bitcoin has reached an all-time high in the $93,000 range, increasing investor interest
As the price rises, the asset value of the etfs is also increasing.
Due to the small average trade size of etfs, the barrier to bitcoin investment is lowered by etfs, making it easier to participate.
There is a growing expectation that crypto etfs-friendly policies will be implemented due to expectations of President Trump's reelection.
Major financial institutions are increasing their investment in bitcoin etfs, with Goldman Sachs and others expanding their shareholding.
Products such as blackrock's IBIT, which are low-cost and highly liquid, have emerged, expanding the options available.
Expectations are rising for the future as bitcoin grows to become the 7th largest asset in the world.
Following the success of the Bitcoin ETF, expectations for Ethereum ETF are also rising, pushing up the overall cryptocurrency ETF market.
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$iShares Bitcoin Trust (IBIT.US)$
IBIT's total assets have exceeded $40 billion (approximately 6 trillion yen), surpassing all ETFs established in the past 10 years.
IBIT currently boasts an asset size ranking within the top 1% of all ETFs.
In terms of the amount of funds inflows in 2024, IBIT ranks 4th among all ETFs in the USA. The year-to-date fund inflows have exceeded 28 billion dollars, with IBIT being the only one among the top 10 crypto-related ETFs.
IBIT has recorded an increase of over 50% since the beginning of 2024, significantly outperforming major equity indices including VOO.
IBIT recorded inflows of over $19 billion in 2024, becoming the second largest after VOO.
Bitcoin and gold are both seen as hedges against inflation and safe assets, but their correlation is relatively low.
During market stress, GDLM tends to show more stable movements.
There is a certain correlation between Bitcoin and the stock market, but IBIT's price fluctuations tend to be larger than VOO's.
With the re-election of President Trump, a favorable regulatory environment for cryptocurrencies has been established, leading to IBIT's...
IBIT's total assets have exceeded $40 billion (approximately 6 trillion yen), surpassing all ETFs established in the past 10 years.
IBIT currently boasts an asset size ranking within the top 1% of all ETFs.
In terms of the amount of funds inflows in 2024, IBIT ranks 4th among all ETFs in the USA. The year-to-date fund inflows have exceeded 28 billion dollars, with IBIT being the only one among the top 10 crypto-related ETFs.
IBIT has recorded an increase of over 50% since the beginning of 2024, significantly outperforming major equity indices including VOO.
IBIT recorded inflows of over $19 billion in 2024, becoming the second largest after VOO.
Bitcoin and gold are both seen as hedges against inflation and safe assets, but their correlation is relatively low.
During market stress, GDLM tends to show more stable movements.
There is a certain correlation between Bitcoin and the stock market, but IBIT's price fluctuations tend to be larger than VOO's.
With the re-election of President Trump, a favorable regulatory environment for cryptocurrencies has been established, leading to IBIT's...
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$Japan Physical Palladium ETF (1543.JP)$
The palladium ETF yield is currently trending upwards in the short term, but in the long term, it is trending downwards. This primarily reflects the fluctuation in the market price of palladium. Palladium is in high demand for industrial purposes such as automobile catalysts, with limited supply, leading to significant price fluctuations.
Recent yield rates are as follows:
• 1 month: +12.67%
• 3 months: +2.5%
• Year 1: -23.0%
• Year 3: -19.8%
Palladium is limited in its supply, and tends to have significant price fluctuations, so it is important to be cautious of price volatility risks more than operational costs.
President Trump's protectionist trade policies may have a significant impact on the automobile industry. This could indirectly affect the demand for palladium.
President Trump advocates for easing environmental regulations, which could potentially impact emissions regulations for automobiles. In the long run, this may affect the demand for catalytic converters.
Due to President Trump's policies and statements...
The palladium ETF yield is currently trending upwards in the short term, but in the long term, it is trending downwards. This primarily reflects the fluctuation in the market price of palladium. Palladium is in high demand for industrial purposes such as automobile catalysts, with limited supply, leading to significant price fluctuations.
Recent yield rates are as follows:
• 1 month: +12.67%
• 3 months: +2.5%
• Year 1: -23.0%
• Year 3: -19.8%
Palladium is limited in its supply, and tends to have significant price fluctuations, so it is important to be cautious of price volatility risks more than operational costs.
President Trump's protectionist trade policies may have a significant impact on the automobile industry. This could indirectly affect the demand for palladium.
President Trump advocates for easing environmental regulations, which could potentially impact emissions regulations for automobiles. In the long run, this may affect the demand for catalytic converters.
Due to President Trump's policies and statements...
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$iShares 20+ Yr US Treasury Bd JPYHdg ETF (2621.JP)$
The reason why the iShares U.S. 20-year Plus ETF (with currency hedge) is trending upwards is that bond prices are inversely correlated with interest rates, leading to an increase in bond prices due to expected lower interest rates.
Due to their high sensitivity to interest rate changes, super long-term bonds over 20 years have a tendency to significantly increase in price during periods of declining interest rates.
In this ETF, by conducting transactions (currency futures reservations) that reserve exchange rates to be exchanged in the future, the impact of exchange rate fluctuations is mitigated, reducing the exchange rate risk between the U.S. dollar and the yen. This prevents a decrease in asset value during periods of a strengthening yen.
With currency hedging, the price movement of the ETF mainly reflects the price movement of U.S. bonds, enabling investment focused on U.S. interest rate trends.
The reason why the iShares U.S. 20-year Plus ETF (with currency hedge) is trending upwards is that bond prices are inversely correlated with interest rates, leading to an increase in bond prices due to expected lower interest rates.
Due to their high sensitivity to interest rate changes, super long-term bonds over 20 years have a tendency to significantly increase in price during periods of declining interest rates.
In this ETF, by conducting transactions (currency futures reservations) that reserve exchange rates to be exchanged in the future, the impact of exchange rate fluctuations is mitigated, reducing the exchange rate risk between the U.S. dollar and the yen. This prevents a decrease in asset value during periods of a strengthening yen.
With currency hedging, the price movement of the ETF mainly reflects the price movement of U.S. bonds, enabling investment focused on U.S. interest rate trends.
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SPDR S&P 500 Trust (NYSEARCA: SPY), the world's largest listed investment trust, recorded a $5 billion outflow of funds for the week ending September 13th, marking the 7th consecutive week of outflows. This is comparable to the outflow amount from the previous week's SPY ETF ($3.4 billion).
A broad index linked to the SPDR S&P 500 Trust (SPY) recorded a 2.85% increase last week.
Last week's fund inflows/outflows:
According to data from etf.com, last week the 11 sectors of the S&P 500 recorded a net outflow of approximately $2 billion.
In 7 sectors out of 11 sectors, funds flowed out from each sector-specific fund. The Financial Select Sector SPDR Fund (XLF) had the highest outflow of funds at approximately $1.580 billion, followed by the Consumer Discretionary Select Sector SPDR Fund (XLY) with an outflow of $0.5666 billion.
The Financial Select Sector SPDR Fund (XLF) fell 0.98% during the same time period, while the Health Care Select Sector SPDR Fund (XLV) rose 0.73%.
Last week, the sector with the most fund inflows was...
A broad index linked to the SPDR S&P 500 Trust (SPY) recorded a 2.85% increase last week.
Last week's fund inflows/outflows:
According to data from etf.com, last week the 11 sectors of the S&P 500 recorded a net outflow of approximately $2 billion.
In 7 sectors out of 11 sectors, funds flowed out from each sector-specific fund. The Financial Select Sector SPDR Fund (XLF) had the highest outflow of funds at approximately $1.580 billion, followed by the Consumer Discretionary Select Sector SPDR Fund (XLY) with an outflow of $0.5666 billion.
The Financial Select Sector SPDR Fund (XLF) fell 0.98% during the same time period, while the Health Care Select Sector SPDR Fund (XLV) rose 0.73%.
Last week, the sector with the most fund inflows was...
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$Lockheed Martin (LMT.US)$
Major defense companies in the United States are connected to Israel behind the scenes.
Lockheed Martin
They supply F-35 fighter jets to Israel, which has become one of the main fighter jets of the Israeli Air Force.
They also provide Israel with defense systems such as the PAC-3 missile.
Boeing:
Supplying F-15 fighter jets and Apache AH-64 attack helicopters to the Israeli Air Force.
Providing JDAM kits, giving the ability to convert unguided bombs into precision-guided munitions.
These equipments are widely used in various operations, including attacks on Gaza.
Raytheon Technologies:
Known as a co-developer of the Iron Dome missile defense system.
Supplying Israel with Tomahawk missiles, Patriot missile systems, and more.
Northrop Grumman:
Providing technology to Israel's unmanned aerial vehicle (UAV) program.
Also supplying Israel with radar systems and electronic warfare equipment.
General Dynamics:
Supplying warheads and bombs to Israel, heading towards Gaza...
Major defense companies in the United States are connected to Israel behind the scenes.
Lockheed Martin
They supply F-35 fighter jets to Israel, which has become one of the main fighter jets of the Israeli Air Force.
They also provide Israel with defense systems such as the PAC-3 missile.
Boeing:
Supplying F-15 fighter jets and Apache AH-64 attack helicopters to the Israeli Air Force.
Providing JDAM kits, giving the ability to convert unguided bombs into precision-guided munitions.
These equipments are widely used in various operations, including attacks on Gaza.
Raytheon Technologies:
Known as a co-developer of the Iron Dome missile defense system.
Supplying Israel with Tomahawk missiles, Patriot missile systems, and more.
Northrop Grumman:
Providing technology to Israel's unmanned aerial vehicle (UAV) program.
Also supplying Israel with radar systems and electronic warfare equipment.
General Dynamics:
Supplying warheads and bombs to Israel, heading towards Gaza...
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$Listed Tracers USGov Bd 0-2yr Ladr UnHdg (2093.JP)$
ETF newly listed on the Tokyo Stock Exchange on October 5, 2023.
• Investing in US government bonds with remaining maturity of 0-2 years.
• Trust fee: annual rate of 0.066% (excluding tax 0.06%).
• Settlement: 4 times a year (February, May, August, November each 10th).
This etf specializes in U.S. bonds with a remaining term of less than 2 years, investing in shorter duration bonds.
Because it is a type without a currency hedge, there is a currency fluctuation risk, but it is a targeted ETF for the new NISA system's growth investment quota.
I think the USA 2-year Treasury bond ETF is a highly safe investment.
ETF newly listed on the Tokyo Stock Exchange on October 5, 2023.
• Investing in US government bonds with remaining maturity of 0-2 years.
• Trust fee: annual rate of 0.066% (excluding tax 0.06%).
• Settlement: 4 times a year (February, May, August, November each 10th).
This etf specializes in U.S. bonds with a remaining term of less than 2 years, investing in shorter duration bonds.
Because it is a type without a currency hedge, there is a currency fluctuation risk, but it is a targeted ETF for the new NISA system's growth investment quota.
I think the USA 2-year Treasury bond ETF is a highly safe investment.
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$SPDR® Gold Shares (1326.JP)$
It is the world's largest Gold ETF that invests in physical gold.
An etf aimed at tracking the "Gold Bullion Price (LBMA Gold Price)" when converted into yen.
Price change rate in the past year: +11.05%
Price change rate in the past 5 years: +93.87%
The net asset value per unit is equivalent to approximately 1/10 troy ounce (about 3.11g) of gold.
Lowering the entry barriers to the gold market and providing a relatively cost-effective investment option.
For many investors, the trading costs of SPDR Gold Shares are expected to be more cost-effective than purchasing physical gold bullion, storage, and insurance costs.
It is the world's largest Gold ETF that invests in physical gold.
An etf aimed at tracking the "Gold Bullion Price (LBMA Gold Price)" when converted into yen.
Price change rate in the past year: +11.05%
Price change rate in the past 5 years: +93.87%
The net asset value per unit is equivalent to approximately 1/10 troy ounce (about 3.11g) of gold.
Lowering the entry barriers to the gold market and providing a relatively cost-effective investment option.
For many investors, the trading costs of SPDR Gold Shares are expected to be more cost-effective than purchasing physical gold bullion, storage, and insurance costs.
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$Barrick Gold (GOLD.US)$
Barrick Gold is the world's largest gold mining company.
Operating in countries with low political risks, Barrick Gold emphasizes acquiring long-life large-scale mines, conducting more efficient operations than multiple small-scale mines.
Against the backdrop of soaring gold prices, 2023 saw strong performance. The company plans to increase its production volume by 30% in terms of gold equivalent over the next 10 years.
CEO Mark Bristow seems to believe that the company's stock is undervalued.
Barrick Gold is the world's largest gold mining company.
Operating in countries with low political risks, Barrick Gold emphasizes acquiring long-life large-scale mines, conducting more efficient operations than multiple small-scale mines.
Against the backdrop of soaring gold prices, 2023 saw strong performance. The company plans to increase its production volume by 30% in terms of gold equivalent over the next 10 years.
CEO Mark Bristow seems to believe that the company's stock is undervalued.
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アキバのヨッシー OP :
1540 Pure gold listed trust (physical domestic storage type)
1542 Pure silver listed trust (physical domestic storage type)
1 year total return 31.27%
3 year total return 23.16%
5 year total return 17.43%
Year-to-date return 23.59%
Expense ratio 0.49%
1 year total return 31.93%
3 year total return 17.51%
5 year total return 18.21%
Year-to-date return 30.16%
Expense ratio 0.59
アキバのヨッシー OP : Gold is stored in warehouses in Japan, providing a sense of security.
The trust fee for pure gold listed trust is 0.44% per annum (including tax).
アキバのヨッシー OP : The trust fees for platinum, silver, and palladium are 0.55% per annum (tax included).