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Bonds may be used as a relatively loose asset compared to stocks.

The operation of the stock only is that it is likely that the power of rising is large, and the揺king when descending is large. If you combine the bonds there, you may be able to soften the value movement of the entire asset.

However, it is dangerous to decide the bond as a safety asset.

The price of bonds may be lower when the interest rate rises, and the exchange rate will also affect if it is overseas bonds.

What is a bond?

Bonds are securities issued by countries and companies to borrow money.

Investors buy bonds and receive interest from the issuer. If you hold it until the expiration date, the amount will be returned according to the condition.

TypeExample
BondsBonds issued by the country
Corporate BondsCorporate Bonds
Local BondsBonds issued by local governments
Foreign BondsBonds issued by foreign countries and companies

Shares are invested in the company's holdings.

Bonds are close to the image of borrowing money. This difference leads to differences in value movement and risk.

How to make stocks easier

Shares are strongly influenced by corporate interests, economics and investor requirements.

Even though it is easy to rise in a favorable economy, it may be greatly lowered due to depression and financial anxiety.

Bonds are assets that are often moved by other factors than stocks. In particular, there are situations where national bonds are bought when economic anxiety.

PropertyFeatures
SharesAssets to Take Growth
BondsInterest and stability
CashSecure Fund

When 100% of shares are made, the entire assets are moved to the stock price.

If you put a part of the bond, you may be able to suppress the rise. Alternatively, you may reduce the indirect burden at the time of drop.

The meaning of putting a bond is not only the return

Beginners often see only yield.

However, the role of bonds is not only receiving interest.

There is a way to use it as a cushion to reduce the資産king of the entire asset and not to sell when stock falls.

The Role of Bonds内容
Easing Value MovementLess sway than stock
Interest incomeBecome a regular revenue source
Rebalance materialEasy to allocation when stock falls
Biological stabilityMake it easy to bear when ing

The most important thing in operation is not only the highest return.

Don't stop on the way. Bonds are easy to understand as parts that support their co ity.

There is a risk for bonds

Bonds are not deposits.

Prices move. In particular, if the interest rate rises, the existing bond price becomes easier to fall. There is a credit risk of the issuer. Foreign exchange risk is also overlapping with overseas bonds.

Risks内容
Interest riskPrice may fall due to interest rate rise
Credit riskLoss may occur due to financial deterioration of the issuer
ExchangeRiskForeign exchange bonds move yen equivalent
Liquidity riskIt may be difficult to sell when you want to sell

Instead of thinking "safety because it is a bond", we will see which type of bond.

Bonds are assets that can be used to facilitate the movement of shares.

There is a way to combine bonds for people who can not bear falls alone, those who want to be aware of the money used in the near future, and those who want to suppress the運用king during operation.

However, there is a price、ctuation and interest risk for bonds. The more stable it is important to check the contents.

This article is for educational and informational purposes only, based on public information. It is not a recommendation or solicitation to buy or sell any specific security or financial product. Although care is taken with accuracy, the content and future investment outcomes are not guaranteed. Final investment decisions should be made at your own judgment and responsibility.