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tsumitate nisa

Posted: Fri Jul 05, 2024 6:43 am
by bryanc
i know this is a stupid question-but am struggling with the tsumitate nisa a bit..
have not done it yet and wish to get started..i have the monex nisa and so will do the tsumitate nisa with them as well..
are the same funds av?can someone advise what would be a good one to go with(something like the all country)
should i set it up to make a small monthly payment with large lump sum one off payment?
thanks again and
sorry :oops:

Re: tsumitate nisa

Posted: Fri Jul 05, 2024 7:26 am
by zeroshiki
You can only place 100k a month into the Tsumitate portion of the New NISA (unless you do the bonus trick but that's outside of the scope of this post).

Go here:
https://fund.monex.co.jp/detail/0331418A

Press the orange button 購入・積立
Click on the 3rd red button 積立の申込
Put in how much you want to buy per month and make sure the radio button is set to NISA

Re: tsumitate nisa

Posted: Thu Jul 18, 2024 1:03 am
by bryanc
thanks for your kind patience..
i am going to try with the bonus to see how much of it i can put in right away..
is the all country the one people advise to go for?

Re: tsumitate nisa

Posted: Thu Jul 18, 2024 1:24 am
by zeroshiki
The all country or S&P500 is always a good choice. Most people don't want to actually give recommendations since we don't want to be responsible. What I will say though is that I do tsumitate for all country in Rakuten.

Re: tsumitate nisa

Posted: Thu Jul 18, 2024 1:55 am
by Tsumitate Wrestler
zeroshiki wrote: Thu Jul 18, 2024 1:24 am The all country or S&P500 is always a good choice. Most people don't want to actually give recommendations since we don't want to be responsible. What I will say though is that I do tsumitate for all country in Rakuten.
Neither is a bad choice, the former is more diversified.