Concentrated investing Diversified investing Protect through diversification Three axes matter

What is diversified investment?

Conclusion: A method to reduce risk by dividing assets into multiple parts.

One word explanation: Diversified investment = “Don’t concentrate on one thing”

Detailed explanation:

  • Hold not only stocks but also bonds
  • Invest not only in Japan but also overseas
  • Invest at different times (accumulation)

Why is dispersion important?

Conclusion: Loss fluctuations can be reduced.

Reason: By combining assets with different price movements, The decline in one is covered by the other.

Specific example:

  • Stocks fall → Bonds stabilize
  • Japan is sluggish → overseas is growing

Summary: Reduce the risk of "everything going down at the same time".

Three axes of dispersion

Conclusion: Consider diversification in terms of assets, region, and time.

① Asset diversification

  • stocks
  • bond
  • cash

→ Take advantage of differences in price movements

② Regional dispersion

  • Japan
  • united states
  • emerging countries

→ Take advantage of differences in economic growth

③ Time distribution

  • Lump-sum investment
  • accumulated investment

→ Prevent high price grabbing

common misconceptions

  • It is safe if it is distributed → × (losses will occur)
  • The more the better → × (difficult to manage)
  • Return decreases → △ (stable)

Advantages and disadvantages

ItemContent
BenefitsReduce risk and improve stability
DisadvantagesHard to make big profits

How to use it in practice

Conclusion: Simple distribution is sufficient.

Specific actions:

  • Utilize investment trusts with global stocks
  • Incorporate some bonds
  • Continue to save every month

For intermediate users:

  • Core: widely distributed assets
  • Satellite: Specific theme investment

Summary

  • Diversification is the basis of risk management
  • Think in terms of “assets, region, and time”
  • Best to start simple

Action: First, experience diversification with “Worldwide + Savings”