I have a Monex account but never use that Vision tool. Set it up, looked at it briefly at first but then just ignored it.
The recommendations it offers are quite conservative. It is always telling me I am underweight in JP stocks and REITs, for example.
Search found 1047 matches
- Tue May 14, 2024 2:02 am
- Forum: New NISA (2024~)
- Topic: Best broker for NISA?
- Replies: 7
- Views: 424
- Tue May 14, 2024 1:44 am
- Forum: Stock market investing
- Topic: Need advice: take profits?
- Replies: 6
- Views: 121
Re: Need advice: take profits?
What bank/institution are your kids' regular accounts with? We made bank accounts for the kids specifically at MUFG in order to purchase the eMSAC easily, but it's not possible to purchase shares of that online... General advice is to use one of the large online brokers. They let adults set up acco...
- Mon May 13, 2024 8:19 pm
- Forum: RetireJapan for Dummies
- Topic: Which credit card for which NISA?
- Replies: 2
- Views: 53
Re: Which credit card for which NISA?
I would treat the CC card points as nice to have, but not spend too much time or adjust your setup too much considering they all seem to be bait and switch schemes. Sound advice from Adamu. Choose Rakuten or SBI or Monex for investment. Get the card if you can to "win" extra points to use...
- Tue Apr 30, 2024 6:45 am
- Forum: Taxes
- Topic: Family loan (USD) repayment. Taxes?
- Replies: 5
- Views: 193
Re: Family loan (USD) repayment. Taxes?
If there was no official agreement and no interest, Japan may see this as a gift to you and apply gift tax.
- Sun Apr 28, 2024 2:30 pm
- Forum: General
- Topic: Yen falling like a stone
- Replies: 27
- Views: 1071
Re: Yen falling like a stone
It certainly screws up plans to travel overseas.
- Sun Apr 28, 2024 9:10 am
- Forum: Stock market investing
- Topic: Options for US citizens in Japan
- Replies: 32
- Views: 28886
Re: Options for US citizens in Japan
What is this Awful PFIC rule? I'm an American who just opened a new nisa account with SBI (took forever). I purchased a bunch of the UFJ eMaxis series, but just noticed this thread about Americans being required to file lenghty and complicated PFIC tax forms. Is this something an online tax service...
- Thu Apr 25, 2024 10:17 am
- Forum: iDeCo
- Topic: iDeCo Robo Advisor Portfolio at MONEX...yay or nay?
- Replies: 23
- Views: 864
Re: iDeCo Robo Advisor Portfolio at MONEX...yay or nay?
Next year, I'll start drawing my pension, so I do need to reduce volatility of the portfolio as a whole. But according to Morningstar's Christine Benz, a balanced portfolio of 40:60 or 50:50 or 60:40 stocks and bonds are shown to support the highest safe withdrawal rate, so I'll definitely keep a b...
- Wed Apr 24, 2024 12:15 pm
- Forum: iDeCo
- Topic: iDeCo Robo Advisor Portfolio at MONEX...yay or nay?
- Replies: 23
- Views: 864
Re: iDeCo Robo Advisor Portfolio at MONEX...yay or nay?
As others have said, in a tax-advantaged account you should invest in products that will grow. This involves taking some risk. If you are 58 or 60 or something then I understand your reluctance. If not, I recommend you keep reading about long-term investing (Boglehead method/ low-cost mutual funds) ...
- Tue Apr 23, 2024 1:53 pm
- Forum: General
- Topic: Work problems.
- Replies: 42
- Views: 1788
Re: Work problems.
My understanding of that is five full time employees. Agreed that is what it looks like but it may be a bit more complex than that. This is the source: https://www.nenkin.go.jp/service/kounen/tekiyo/jigyosho/20150518.html Part-timers are also included if they do 3/4 of the work of 'full-time/regula...
- Mon Apr 22, 2024 12:02 pm
- Forum: New NISA (2024~)
- Topic: Market Fluctuations
- Replies: 6
- Views: 287
Re: Market Fluctuations
3 or 4 months is too short a time period to make any judgments. Keep plugging away for a few years. If things go according to plan, you will see nice positive numbers on your account then.