The investment methods that are popular in Japan.

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welcom!Here are some of the investment methods that are popular in Japan.

 

For the past 10 years, the growth rate of S&P 495, excluding the five GAFAM companies, has been equal to that of the Nikkei 225. In fact, it is not a big deal.

Investing in the S&P 500 with the expectation of its steady growth is actually the same as expecting the growth of GAFAM.
The NASDAQ 100 has a higher percentage of GAFAM than the S&P 500. The NASDAQ 100 has a higher percentage of GAFAM than the S&P 500, so of course the NASDAQ 100 will perform better.

Once Windows, Mac, Android, iPhone and Facebook have captured the world and penetrated deeply into society, their monopoly status will not change for the next 100 years.

The bursting of the IT bubble in 2000 occurred because the stock price rose too high in anticipation even though the technology had not caught up yet.

GAFAM (excl. Facebook) is resilient to the global recession because it can secure huge profits through direct billing from users around the world, which is semi-compulsory, simply by raising the monthly fee of its cloud service by 100 yen.
GAFAM’s business is also in tune with the post-Corona era. GAFAM’s business matches the post-Corona era and recovered quickly from the Corona shock.

If new companies other than GAFAM emerge to drive the global economy (e.g., automated driving), they will undoubtedly be tech-related stocks, and the NASDAQ 100 will automatically switch stocks to capture their growth.

The U.S. is the center of the world economy. Investing in all countries is like investing in all prefectures in Japan. It is useless.

If you want to invest in Japan, just focus on Tokyo. If you want to invest in the world, just focus on the US.

There is no need for an exit strategy. You can put all the money you earn from your work into the NASDAQ 100 .as if you were saving it in a bank, and only withdraw it each time you need a large sum of money.

 

・過去10年、GAFAM5社を除いたS&P495の伸び率は日経平均と同等。実は大したことない。
・S&P500の右肩上がりの成長に期待して投資するのは実質GAFAMの成長に期待してるのと一緒。
・S&P500よりもNASDAQ100の方がGAFAMの構成比率が高い。当然NASDAQ100の方がパフォーマンスが高くなる。
・WindowsもMacもAndroidもiPhoneもFacebookも一度世界を獲って社会に深く浸透させた以上今後100年独占状況は変わらない。
・2000年のITバブル崩壊はまだ技術が全く追いついてないのに期待先行で株価が上がり過ぎたために起きたが、今やITは生活に完全に溶け込んでおりインフラ化、生活必需品化しているため暴落にも強い。
・GAFAM(除くFacebook)はクラウドサービスの月額料金を100円上げるだけで半強制的に全世界の利用者からのダイレクト課金で莫大な利益を確保できるので世界的な不況にも強い。
・GAFAMの事業はアフターコロナの時代にもマッチ。コロナショックもすぐ回復。
・今後GAFAM以外で世界経済を牽引する新たな企業(自動運転等)が出てきてもそれらがハイテク関連の銘柄であることは間違いなく、NASDAQ100なら自動的に銘柄が入れ替わりその成長もしっかり取り込める。
・米国は世界経済の中心。オールカントリーへの投資は日本で言うなら全都道府県に満遍なく投資してるようなもの。無駄。日本の中なら東京中心で良いし、世界の中なら米国中心で良い。
・結論、NASDAQ100に全振りでOK。出口戦略も不要。働いて稼いだお金は、銀行貯金の感覚で全額NASDAQ100に突っ込んで、まとまったお金が必要になった時だけ都度引き出せば良い。

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