Makiko2
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foregoingPart 1Then, I asked him for an overview of the investment history of Mr. Tappazo, who achieved FIRE in his early 40s. This time, which is the 2nd timeWe focused on Mr. Tappazo's views on current market conditions and his way of thinking about investment destinations.. The sectors that Mr. Tappazou is paying attention to and his current portfolio have also been discussed in detail, so be sure to check them out!
Recently, trading of US stocks has started on Moomoo.If you are interested in the brands recommended by Mr. Tappazou, please use them. You can check the details here>>Moomoo Securities Account Opening Campaign
points
・There is also a possibility that the yen will depreciate in the long term and appreciate in the medium term
・The focus now is on US bonds and the high-tech sector
・The ideal ratio of stocks to cash is 7 to 3
Tappazou's Profile
・Advisor to US stock investors and investment management firms
・Began investing in US stocks in 2010
・I left the company in 2019 and became independent
The current investment destinations are about half of the S&P 500 index and real estate
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@PAN-USMr. & @じんべいSummary of Mr.'s explanation:
PAN
・Well then, insurance is of course one of the big topics about Berkshire's earnings this morning. Evercore's David Moto is on board to talk about bi-ratings related to Travellers, Progressives, Chubb, etc. We were talking about Berkshire's insurance business in the first quarter, particularly GEICO, showing price movements, increasing margins, and reducing advertising costs. It may be an industry-wide trend, but it explains what is happening across the competitive landscape of the insurance market.
・There is a significant hard market in the personal car insurance market, and GEICO is taking quite active action in this field. The focus on profit is showing in the results, and the number of insurance policies has decreased by 13%. This is partly due to a 15% increase in insurance premiums and price increases across the industry. In the case of GEICO, the number of units has decreased considerably, thereby improving profitability. Also, you can see that advertising costs have been drastically reduced and the focus is on profit.
・Explain what we are aiming for...
PAN
・Well then, insurance is of course one of the big topics about Berkshire's earnings this morning. Evercore's David Moto is on board to talk about bi-ratings related to Travellers, Progressives, Chubb, etc. We were talking about Berkshire's insurance business in the first quarter, particularly GEICO, showing price movements, increasing margins, and reducing advertising costs. It may be an industry-wide trend, but it explains what is happening across the competitive landscape of the insurance market.
・There is a significant hard market in the personal car insurance market, and GEICO is taking quite active action in this field. The focus on profit is showing in the results, and the number of insurance policies has decreased by 13%. This is partly due to a 15% increase in insurance premiums and price increases across the industry. In the case of GEICO, the number of units has decreased considerably, thereby improving profitability. Also, you can see that advertising costs have been drastically reduced and the focus is on profit.
・Explain what we are aiming for...
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