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アキバのヨッシー Male ID: 182064367
秋葉原在住 上野恩賜公園を毎日ウォーキングした後、上野広小路のタリーズか御徒町春日通りのスタバで戦略を練る男
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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...
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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: 0.066% per annum (0.06% excluding tax).
    • Settlement: Four times a year (February, May, August, and November 10th each).
    This ETF specializes in U.S. bonds with a residual maturity of less than 2 years and invests in shorter-term bonds.
    As it is a type without exchange rate hedge, there is exchange rate fluctuation risk, but it is eligible for the growth investment category of the new NISA system ETF.
    I think the usa 2-year bond etf can be considered a safe investment option.
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    $SPDR® Gold Shares (1326.JP)$
    The world's largest gold etf that invests in physical gold.
    An etf aiming to track the correlation with the price of gold bullion (LBMA gold price) converted to yen.
    Past 1-year price change: +11.05%
    Past 5-year price change: +93.87%
    The net assets per unit are equivalent to approximately 1/10 Troy ounces (about 3.11g) of gold.
    It lowers the barriers to entry into the gold market and provides a relatively cost-effective investment vehicle.
    For many investors, the trading costs of the SPDR Gold Shares are expected to be more cost-effective than purchasing, storing, and insuring physical gold bars.
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    $Barrick Gold (GOLD.US)$
    Barrick Gold is the world's largest gold mining company.
    Operating in countries with low political risk, Barrick Gold prioritizes 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 plan is to increase the production volume by 30% in gold terms over the next 10 years.
    CEO Mark Bristow seems to believe that the company's stock is undervalued.
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    $Nissin (9066.JP)$
    The company has announced an increase in the annual dividends for the fiscal year ending in March 2025, raising it to 200 yen, an increase of 90 yen compared to the previous period. As a result, the dividend yield (financial estimates) has increased from 3.55% to 6.46%.
    A share buyback was also announced simultaneously.
    The guideline for the shareholder capital dividends payout ratio (DOE) has been raised from the previous "2.0% or higher" to "4.0% or higher".
    If the dividend forecast for the fiscal year ending in March 2025 is realized, it will be the 4th consecutive year of increased dividends.
    After the announcement on May 9, 2024, Nisshin's stock price recorded a temporary 22.6% surge, hitting the daily price limit.
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    $iShares TIPS Bond ETF (TIP.US)$
    TIPS' principal will rise in line with the inflation rate.
    Interest payments will also increase based on the inflation-adjusted principal.
    Even with negative interest rates, TIPS adjust the principal in line with inflation, thus maintaining purchasing power protection.
    Even with negative interest rates, the main purpose of providing protection from inflation is achieved.
    As inflation rises, the principal value of TIPS may increase, potentially yielding capital gains.
    Even with negative interest rates, there is a possibility of obtaining returns that exceed the inflation rate.
    Due to its low correlation with other asset classes, TIPS offer diversification benefits.
    While short-term negative interest rates may exist, long-term inflation protection effects can be expected.
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    $Zozo (3092.JP)$
    Reached a record high of 4,945 yen.
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    $Zozo (3092.JP)$
    ZOZO (3092) is a company with a high profit margin that Warren Buffett values.
    ZOZO has a very high ROE of 65%.
    Kawasaki Kisen Kaisha (9107) is another Japanese company with an extremely high ROE of 70%.
    Buffett selects companies based on the following criteria:
    1. High roe (return on equity).
    Buffett generally evaluates companies with high roe.
    2. Stable profitability.
    Prefer companies that have consistently maintained stable earnings over the long term.
    3. Understandable Business Model
    Buffett emphasizes investing in businesses that he can understand.
    4. Strong Brand Power and Competitive Advantage
    Emphasis is placed on companies that have a clear competitive advantage over rival companies.
    5. An excellent management team
    We prioritize the capabilities of the management team and invest in companies with capable management.
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    Overall, it seems that the iPhone 16 series has improved battery life by 2% to 6% compared to the previous models.
    Furthermore, it appears that all iPhone 16 models can be rapidly charged up to 50% in 30 minutes.
    In the 2024 battery life rankings, the iPhone 16 Pro Max ranks high, second only to strong competitors such as the OnePlus 12 and Asus ROG Phone 8 Pro.
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    $Spdr Gold Minishares Trust (GLDM.US)$
    There is a significant difference between GLDM, which is denominated in USD, and the 1540 Pure Gold Listed Trust, which is denominated in JPY. As a result, the extent to which they are affected by exchange rates is different.
    If you hold GLDM, you may benefit not only from the rise in gold prices but also from the depreciation of the yen. On the other hand, 1540 is less directly affected by exchange rates, but since its gold price is calculated in JPY, it is more likely to rise in the event of a weaker yen.
    The one-year total return for GLDM is approximately 31.05%, while for 1540 it is 25.35%.
    GLDM is highly regarded as a long-term investment option due to its low expense ratio and high liquidity in the US market.
    There are voices evaluating 1540 as a means of risk diversification in case of emergencies, as it is a domestically concluded agreement.
    Investors who do not want to take foreign exchange risk tend to choose 1540, while investors who want to directly link their investments to fluctuations in gold prices tend to choose GLDM.
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