{"id":1844,"date":"2020-12-30T14:22:22","date_gmt":"2020-12-30T05:22:22","guid":{"rendered":"https:\/\/doc-sin.life\/?p=1844"},"modified":"2020-12-30T14:22:22","modified_gmt":"2020-12-30T05:22:22","slug":"post-1844","status":"publish","type":"post","link":"https:\/\/doc-sin.life\/?p=1844","title":{"rendered":"2020 \u5e74\u306e\u6295\u8cc7\u5b9f\u7e3e"},"content":{"rendered":"\n

\u3000\u3061\u3087\u3063\u3068\u6c17\u304c\u65e9\u3044\u3067\u3059\u304c 2020 \u5e74\u3082\u3082\u3046\u7d42\u308f\u308a\u3068\u3044\u3046\u3053\u3068\u3067\u3001\u4eca\u5e74\u3001\u72ec\u8eab\u5947\u65cf\u306e\u6295\u8cc7\u306e\u6210\u7e3e\u3092\u632f\u308a\u8fd4\u3063\u3066\u307f\u307e\u3059\u3002\u6295\u8cc7\u3092\u3057\u3066\u3044\u308b\u4eba\u3001\u3053\u308c\u304b\u3089\u6295\u8cc7\u3092\u59cb\u3081\u308b\u4eba\u3001\u6295\u8cc7\u306b\u8208\u5473\u304c\u3042\u308b\u4eba\u306b\u5c11\u3057\u3067\u3082\u53c2\u8003\u306b\u306a\u308c\u308c\u3070\u5e78\u3044\u3067\u3059\u3002<\/p>\n\n\n\n

2020 \u5e74\u306e\u6295\u8cc7\u7d50\u679c\u306e\u30b5\u30de\u30ea\u30fc<\/h2>\n\n\n\n

\u3000\u307e\u305a\u306f\u30b5\u30de\u30ea\u30fc\u3068\u3057\u3066\u4eca\u5e74\u306e\u6295\u8cc7\u306e\u30c8\u30fc\u30bf\u30eb\u30ea\u30bf\u30fc\u30f3\u306f<\/p>\n\n\n\n

2020 \u5e74\u306e\u6295\u8cc7\u30ea\u30bf\u30fc\u30f3<\/span><\/div>

\u00a5415,797\uff086.39%<\/span>\uff09<\/span><\/strong><\/p><\/div><\/div>\n\n\n\n

\u3067\u3057\u305f\u30022019 \u5e74\uff08\u00a5265,601\uff09<\/a>\u306b\u6bd4\u3079\u3066\u7d04 62%<\/strong> \u5897<\/span>\u306b\u306a\u308a\u307e\u3059\u3002\u5229\u7387\u306f\u6a2a\u3070\u3044\u3067\u3059\u304c\u3001\u72ec\u8eab\u5947\u65cf\u7684\u306b\u306f 5% \u884c\u3051\u3070\u4e0a\u3005\u3060\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002\u6bce\u6708 10 \u4e07\u5186\u3092\u5e74\u5229 5% \u3067 20 \u5e74\u904b\u7528\u3057\u305f\u5834\u5408\uff08\u91d1\u878d\u5e81\u8cc7\u7523\u904b\u7528\u30b7\u30df\u30e5\u30ec\u30fc\u30bf\u30fc<\/a>\uff09\u3001\u7d04 8,300\u4e07 \uff08\u5143\u672c 3,600 \u4e07\uff09\u306b\u306a\u308a\u307e\u3059\u3002\u8001\u5f8c\u3092\uff14\u56de\u7e70\u308a\u8fd4\u305b\u307e\u3059\u3002\u5e74\u5229 5% \u304c\u305d\u308c\u3050\u3089\u3044\u5f37\u529b\u306a\u306e\u3067\u3053\u306e\u7d50\u679c\u306f\u975e\u5e38\u306b\u6e80\u8db3\u51fa\u6765\u308b\u3082\u306e\u3060\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002 <\/p>\n\n\n\n

\u72ec\u8eab\u5947\u65cf\u306e\u6295\u8cc7\u30b9\u30bf\u30a4\u30eb<\/h2>\n\n\n\n

\u3000\u307b\u3068\u3093\u3069\u306f\u6bce\u6708\u306e\u7a4d\u7acb\u6295\u8cc7\u306b\u306a\u308a\u307e\u3059\u3002\u6295\u8cc7\u5148\u306f\u4e3b\u306b\u6295\u8cc7\u4fe1\u8a17<\/span>\u3002\u7d4c\u6e08\u3068\u304b\u682a\u306e\u3053\u3068\u3068\u304b\u3088\u304f\u5206\u304b\u3089\u306a\u3044\u306e\u3067\u300c\u904b\u7528\u306f\u30d7\u30ed\u306b\u307e\u304b\u305b\u3066\u81ea\u5206\u306f\u304a\u91d1\u3092\u51fa\u3059\u3060\u3051<\/span>\u300d\u306a\u30b9\u30bf\u30a4\u30eb\u3067\u3059\u3002\u6642\u3005\u30dc\u30fc\u30ca\u30b9\u306a\u3069\u3067\u4e00\u6642\u7684\u306a\u4f59\u5270\u91d1\u304c\u51fa\u6765\u305f\u3089\u5206\u914d\u306e\u826f\u3044\u682a\u3084\u30bd\u30fc\u30b7\u30e3\u30eb\u30ec\u30f3\u30c7\u30a3\u30f3\u30b0\u306b\u6295\u8cc7\u3057\u3066\u3044\u307e\u3059\u3002
\u3000\u307e\u305f\u53ce\u652f\u306e\u7d04\uff19\uff10%\u3092\u6295\u8cc7\u306b<\/span>\u56de\u3057\u3066\u304a\u308a\u3001\u73fe\u91d1\u3084\u9280\u884c\u306e\u9810\u91d1\u306f\uff12\u30f6\u6708\u304f\u3089\u3044\u751f\u6d3b\u51fa\u6765\u308b\u7a0b\u5ea6\u3057\u304b\u306a\u304f\u7a81\u7136\u306e\u51fa\u8cbb\u306b\u306f\u5bfe\u5fdc\u3057\u305a\u3089\u304f\u6642\u3005\u56f0\u3063\u305f\u3053\u3068\u3082\u3042\u3063\u305f\u3002\u3059\u3050\u306b\u4f7f\u3048\u308b\u304a\u91d1\u306f\u3082\u3063\u3068\u6b8b\u3057\u3066\u304a\u3044\u305f\u307b\u3046\u304c\u3044\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002(\u00b4\u30fb\u03c9\u30fb`)<\/p>\n\n\n\n

\u6295\u8cc7\u5148\u306e\u8a73\u7d30<\/h2>\n\n\n\n

\u6295\u8cc7\u306e\u5177\u4f53\u7684\u306a\u6570\u5024\u3092\u898b\u3066\u3044\u304d\u307e\u3057\u3087\u3046\u3002\u307e\u305a\u306f\u4eca\u5e74\u306e\u6295\u8cc7\u5148\u6bce\u306e\u5185\u8a33\u3067\u3059\u3002<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

\u6295\u8cc7\u984d\u306e\u5927\u304d\u3044\u6295\u8cc7\u5148\u306e\u8a73\u7d30<\/h3>\n\n\n\n

\u3000\u6295\u8cc7\u984d\u306e\u5927\u304d\u3044\u6295\u8cc7\u5148\u306e\u30ea\u30bf\u30fc\u30f3\u306f<\/p>\n\n\n\n

\u6295\u8cc7\u5148<\/th>\u30ea\u30bf\u30fc\u30f3\uff08\u5186\uff09<\/th>\u30ea\u30bf\u30fc\u30f3\uff08\u7387\uff09<\/th><\/tr><\/thead>
WealthNavi<\/span><\/td>\u00a5239,037<\/span><\/td>9.49%<\/span><\/td><\/tr>
SBI \u8a3c\u5238\uff08NISA\uff09<\/span><\/td>\u00a5119,213<\/span><\/td>15.55%<\/span><\/td><\/tr>
DC<\/span><\/td>\u00a526,178<\/span><\/td>5.09%<\/span><\/td><\/tr>
SBI \u8a3c\u5238\uff08\u4e00\u822c\/\u7279\u5b9a\uff09<\/span><\/td>\u00a518,977<\/span><\/td>5.82%<\/span><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u6b21\u306f\u4e0a\u8a18\u306e\u4e2d\u3067\u30ea\u30bf\u30fc\u30f3\u304c\u5927\u304d\u304b\u3063\u305f\uff12\u3064\u306e\u6295\u8cc7\u5148\u3067\u5177\u4f53\u7684\u306b\u3069\u306e\u3088\u3046\u306a\u91d1\u878d\u5546\u54c1\u3092\u8cb7\u3063\u3066\u3044\u308b\u304b\u898b\u3066\u307f\u307e\u3059\u3002\u305f\u3060\u3057\u8a18\u8f09\u3057\u3066\u3044\u308b\u91d1\u984d\u3068\u640d\u76ca\u7387\u306f\u30c8\u30fc\u30bf\u30eb\uff082018\u5e74\u5f8c\u534a\u304b\u3089\uff09\u306e\u3082\u306e<\/strong>\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

WealthNavi \uff08\u516c\u5f0f\u30b5\u30a4\u30c8<\/a>\uff09<\/h4>\n\n\n\n
\u6295\u8cc7\u5148<\/th>\u30ea\u30bf\u30fc\u30f3\uff08\u5186\uff09<\/th>\u30ea\u30bf\u30fc\u30f3\uff08\u7387\uff09<\/th><\/tr><\/thead>
\u7c73\u56fd\u682a(VTI)<\/td>\u00a5158,074<\/td>16.52%<\/td><\/tr>
\u65e5\u6b27\u682a(VEA)<\/td>\u00a595,733<\/td>10.52%<\/td><\/tr>
\u65b0\u8208\u56fd\u682a(VWO)<\/td>\u00a547,622<\/td>11.80%<\/td><\/tr>
\u7c73\u56fd\u50b5\u5238(AGG)<\/td>-\u00a5550<\/td>-0.40%<\/td><\/tr>
\u91d1(GLD)<\/td>\u00a527,655<\/td>13.50%<\/td><\/tr>
\u4e0d\u52d5\u7523(IYR)<\/td>-\u00a52,711<\/td>-1.98%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u3000\u5168\u7136\u5177\u4f53\u7684\u3067\u306f\u306a\u3044\uff57
\u3000WealthNavi \u306f\u51fa\u8cc7\u8005\u304c\u9078\u3093\u3060\u300c\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6<\/a>\u300d\u306b\u5fdc\u3058\u3066\u5546\u54c1\u3092\u81ea\u52d5\u3067\u9078\u3093\u3067\u304f\u308c\u307e\u3059\u3002\u72ec\u8eab\u5947\u65cf\u306e\u300c\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u300d\u306f 5\/5 \u3067\u3001\u3068\u306b\u304b\u304f\u30ea\u30bf\u30fc\u30f3\u91cd\u8996\u3068\u3044\u3046\u30b9\u30bf\u30a4\u30eb\u3067\u3059\u3002 <\/p>\n\n\n\n

SBI \u8a3c\u5238\uff08NISA\uff09<\/h4>\n\n\n\n
\u6295\u8cc7\u5148<\/th>\u30ea\u30bf\u30fc\u30f3\uff08\u5186\uff09<\/th>\u30ea\u30bf\u30fc\u30f3\uff08\u7387\uff09<\/th><\/tr><\/thead>
\u4e09\u83f1\uff35\uff26\uff2a\u56fd\u969b\uff0d\uff45\uff2d\uff21\uff38\uff29\uff33 \uff33\uff4c\uff49\uff4d \u5168\u4e16\u754c\u682a\u5f0f\uff08\u30aa\u30fc\u30eb\u30fb\u30ab\u30f3\u30c8\u30ea\u30fc\uff09<\/span><\/a><\/td>\u00a514,243<\/td>18.14%<\/td><\/tr>
\u4e09\u83f1\uff35\uff26\uff2a\u56fd\u969b\uff0d\uff45\uff2d\uff21\uff38\uff29\uff33 \uff33\uff4c\uff49\uff4d \u5148\u9032\u56fd\u682a\u5f0f\u30a4\u30f3\u30c7\u30c3\u30af\u30b9<\/span><\/a><\/td>\u00a522,532<\/td>19.59%<\/td><\/tr>
\u4e09\u83f1\uff35\uff26\uff2a\u56fd\u969b\uff0d\uff45\uff2d\uff21\uff38\uff29\uff33 \uff33\uff4c\uff49\uff4d \u65b0\u8208\u56fd\u682a\u5f0f\u30a4\u30f3\u30c7\u30c3\u30af\u30b9<\/span><\/a><\/td>\u00a512,631<\/td>18.85%<\/td><\/tr>
\u30cb\u30c3\u30bb\u30a4\uff0d\u30cb\u30c3\u30bb\u30a4\u65e5\u7d4c\uff12\uff12\uff15\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9<\/span><\/a><\/td>\u00a532,315<\/td>28.10%<\/td><\/tr>
\u30cb\u30c3\u30bb\u30a4\uff0d\uff1c\u8cfc\u5165\u30fb\u63db\u91d1\u624b\u6570\u6599\u306a\u3057\uff1e\u30cb\u30c3\u30bb\u30a4\u5916\u56fd\u682a\u5f0f\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9<\/span><\/a><\/td>\u00a524,983<\/td>19.91%<\/td><\/tr>
\u30cb\u30c3\u30bb\u30a4\uff0d\uff1c\u8cfc\u5165\u30fb\u63db\u91d1\u624b\u6570\u6599\u306a\u3057\uff1e\u30cb\u30c3\u30bb\u30a4\uff34\uff2f\uff30\uff29\uff38\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9<\/span><\/a><\/td>\u00a514,403<\/td>17.50%<\/td><\/tr>
\uff33\uff22\uff29\uff0d\uff33\uff22\uff29\u30fb\u30d0\u30f3\u30ac\u30fc\u30c9\u30fb\uff33\uff06\uff30\uff15\uff10\uff10\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30fb\u30d5\u30a1\u30f3\u30c9<\/span><\/a><\/td>\u00a54,839<\/td>12.73%<\/td><\/tr>
\u30ec\u30aa\u30b9\uff0d\u3072\u3075\u307f\u30d7\u30e9\u30b9<\/span><\/a><\/td>\u00a528,795<\/td>26.18%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u3000\u3053\u3061\u3089\u306f\u300c\u3064\u307f\u305f\u3066NISA\u300d\u67a0\u3067\u8cfc\u5165\u3057\u3066\u3044\u308b\u3082\u306e\u3067\u3059\u3002\u300c\u3064\u307f\u305f\u3066NISA\u300d\u67a0\u306a\u306e\u3067\u5168\u3066\u6295\u8cc7\u4fe1\u8a17\u306e\u3082\u306e\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u3044\u305a\u308c\u3082\u30ea\u30bf\u30fc\u30f3 +15%<\/strong> \u3092\u8d85\u3048<\/span>\u3066\u304a\u308a\u5927\u5909\u7d50\u69cb\u306a\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u3089\u3092\u9078\u3093\u3060\u6307\u91dd\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\u3002<\/p>\n\n\n\n

\u6295\u8cc7\u4fe1\u8a17\u5546\u54c1\u3092\u9078\u3093\u3060\u6307\u91dd<\/span><\/div>

<\/p>\n

  • \u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9\u3067\u3042\u308b<\/li>
  • \u624b\u6570\u6599\u304c\u5b89\u3044<\/li>
  • \u904b\u7528\u958b\u59cb\u304b\u3089\u3042\u308b\u7a0b\u5ea6\u6642\u9593\u304c\u7d4c\u904e\u3057\u5b89\u5b9a\u3057\u3066\u3044\u308b<\/li><\/ul>\n<\/div><\/div>\n\n\n\n

    \u4eca\u5e74\u6700\u5927\u306e\u5931\u6557<\/h2>\n\n\n\n

    \u3000\u4eca\u5e74\u6700\u5927\u306e\u5931\u6557\u306f\u300c\u4eee\u60f3\u30b3\u30a4\u30f3<\/span>\u300d\u306b\u624b\u3092\u51fa\u3057\u305f\u3053\u3068\u3002\u3082\u3046\u3084\u3089\u306a\u3044\u3002
    \u3000\u4eee\u60f3\u30b3\u30a4\u30f3\u81ea\u4f53\u306f\u5225\u306b\u60aa\u304f\u306a\u3044\u3068\u601d\u3046\u304c\u3001\u72ec\u8eab\u5947\u65cf\u306b\u306f\u5408\u3063\u3066\u306a\u304b\u3063\u305f\u3002\u7d50\u679c\u7684\u306b 80,000 \u5186\u304f\u3089\u3044\u640d\u3057\u305f\u3002\u91d1\u984d\u7684\u306b\u306f\u81f4\u547d\u7684\u306a\u984d\u3067\u306f\u306a\u3044\u306e\u304c\u5e78\u3044\u3060\u304c\u3001\u4eee\u60f3\u30b3\u30a4\u30f3\u3092\u624b\u306b\u3057\u3066\u304b\u3089\u305d\u306e\u65e5\u3005\u306e\u5024\u52d5\u304d\u306b\u654f\u611f\u306b\u306a\u308a\u3059\u304e\u3066\u611f\u60c5\u3092\u4e38\u51fa\u3057<\/strong>\u306b\u3057\u3066\u53d6\u5f15\u3057\u3066\u3044\u305f<\/span>\u306e\u304c\u3082\u3046\u30c0\u30e1\u30c0\u30e1\u3060\u3063\u305f\u3002\u304a\u91d1\u306f\u640d\u3059\u308b\u3057\u3001\u4f55\u3088\u308a\u5024\u52d5\u304d\u3092\u6c17\u306b\u3057\u3059\u304e\u3066\u4ed5\u4e8b\u306b\u96c6\u4e2d\u51fa\u6765\u306a\u304b\u3063\u305f\u306e\u3067\u3042\u308b\u3002\u305f\u3068\u3048\u52dd\u3063\u3066\u3044\u3066\u3082\u6c17\u304c\u4f11\u307e\u3089\u306a\u3044\u306e\u3067\u640d\u5207\u308a\u3057\u3066\u64a4\u9000\u3057\u305f\u3002<\/p>\n\n\n\n

    \"\"
    \u751f\u306e\u611f\u60c5\u4e38\u51fa\u3057\u3067\u6226\u3046\u306a\u3069\u3002\u3053\u308c\u3067\u306f\u3001\u4eba\u306b\u54c1\u6027\u3092\u6c42\u3081\u308b\u306a\u3069\u7d76\u671b\u7684\u3060\u3002<\/figcaption><\/figure><\/div>\n\n\n\n

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