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foregoing1stThen, I asked you about an overview of the investment history of Mr. Tabazo, who achieved FIRE in her early 40s. This time, which is the 2ndWe asked for discussions focusing on Mr. Tabazo's views on current market conditions and the way investors think. It also talks in detail about the sectors that Mr. Tabazo is paying attention to and his current portfolio, so be sure to check it out!
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・There is also a possibility that the yen will depreciate in the long run and appreciate in the medium term
・The current focus is on US bonds and the high-tech sector
・The ideal ratio of stock to cash is 7 to 3
Profile of Mr. Tapa Elephant
・US stock investor, advisor to an investment advisory firm
・Start investing in US stocks in 2010
・Retired from the company in 2019 and became independent
The current investment destination is 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...