Stocks, bonds, life insurance, investment trusts, real estate…
There are many ways to operate when building assets.
“I don’t know which one to choose”
Sometimes you think.
Wealth building methods change over time.
For example, recently, crypto assets
It has become an important means of asset building,
A few years ago it wasn’t even an option.
Therefore, this time, it is our know-how
“Basic Rules for Asset Management”
I would like to tell you.
《Three basic rules of asset management》
- Operation is based on a funded format.
If you have a lot of funds, you can also use lump sum operation. - Fundamentally, operations are conducted in dollars.
- The funded investment is based on an annual interest rate of 6%,
The annual interest rate for lump sum investment is 10%.
Let’s take a look at each.
First of all, the reason why we recommend 1 “Investment in a funded format” is
The point is that you can start without a large amount of money.
Most of the people who want to start building assets
I didn’t have enough money at that point.
Therefore, a fixed amount out of monthly income
A funded form that allocates to the operation will be the best.
dollar cost averaging, etc.
Based on the funded operation using
We propose the best method for you.
Depending on the individual’s asset status and target amount,
It may be used together with batch operation.
Next, 2 “Investment in US dollar-denominated assets”
As for the reason for recommending
If your assets are only Japanese yen, you can’t respond to price increases.
In the sense of “protecting assets”,
Converting part of the Japanese yen to another asset is
It will be one of the important measures against inflation.
Next, 3 “Reserve investment is 6% annual interest,
About 10% annual interest rate for collective investment.
Big data related to asset management
Accumulated and analyzed. From the analysis results,
“A reasonable monthly surplus is 20% to 30% of your income.”
There is a numerical value.
Also, based on statistical data,
“To create a retirement asset of USD 800,000,
We need a yield of about 6% per annum on average.”
I also got the result.
If you are considering batch operation,
If the product has an annual interest rate of up to 10%,
with relatively low risk
it would be possible to operate.