10
p03 CHAPTER 01 p10 p12 p14 NISA p16 CHAPTER 02 p16 p17 p22 p26 CHAPTER 03 NISA p26 p27 p28 p29 NISA NISA NISA NISA p30 CHAPTER 04 p30 6 10 SB
CH A P T E R 01 4 313 10 DIAM N IS A One P5 P5 P6 P6 - - P7 P7 - - P8 AMC - P9 One P8 P9-3
1-2 3 2004 6 22 0.9072 3 4 3 5 QR 100 QR 6 100 100 3 7 Rakuten Securities Fund Selection SR 6 0.67 0.12 12.24 1 3 5 10.34 0.78 13.88 14.61 0.92 16.30 3 16.58 1.03 16.14 8 9 SR 6 1 3 5 4 SR 10 4 2018 8
- DIAM One 2004 6 22 2000 8 30 0.9072 3 100 1.728% 3 100 3 N IS A 10 TOPIX 6 1 3 5 6 1 3 5 0.67 10.34 14.61 16.58 3.58 12.18 19.02 20.22 SR 0.12 0.78 0.92 1.03 SR 0.31 0.79 1.01 1.09 12.24 13.88 16.30 16.14 15.06 16.35 19.17 18.42 3 3 2018 8 2018 8 5
- 2008 3 28 2003 9 30 1.7712% 1.62% 3 3 100 100 20 10 20 10 6 23.87 1 3 5 3 5 21.22 17.15 21.32 6 13.20 1 3 5 23.38 22.66 25.72 SR 1.48 1.45 0.97 1.17 SR 0.83 1.29 1.18 1.40 Rakuten Securities Fund Selection 15.24 13.98 18.07 17.94 3 16.58 17.53 18.93 17.43 3 2018 8 2018 8 6
- - - 2016 6 13 1998 12 1 1.188% - 100 1.8684 % 3 100 N IS A 1998 MSCI AC 6 1 3 5 6 1 3 5 20.20 12.35 - - -3.77 5.59 11.19 11.12 SR 1.55 0.92 - - SR -0.16 0.44 0.68 0.70 12.36 13.70 - - 16.04 15.14 18.09 17.18 1 3 2018 8 2018 8 7
- - N - UFJ One 2013 11 6 2012 10 26 1.6956% 1.512% 3 3 100 100 4 4 6 3.33 1 3 5 3 5-2.80 2.28-6 2.64 1 3 5 0.75 2.02 2.55 SR 0.46-0.31 0.27 - SR 1.03 0.27 0.62 0.73 Rakuten Securities Fund Selection 7.89 7.99 10.46-3 2.60 3.03 3.31 3.46 3 2018 8 2018 8 8
- - - - DC 2012 3 9 2001 10 17 0.81% 3 100 1.296 3 100 6 7 N IS A 6AMC 7 2 6 1 3 5 6 1 3 5 2.16-0.18 1.69 3.02 4.07 4.89 4.67 6.09 SR 0.64-0.02 0.36 0.64 SR 0.79 0.84 0.64 0.85 3.49 3.61 5.01 4.76 5.30 5.91 7.57 7.21 3 3 2018 8 2018 8 9
NISANISA 1 NISA 1 1 3 3-0.2296% 2017 9 29 7,400 1 emaxis Slim UFJ - 0.15336% 2018 3 19 - NISA NISA 10
emaxis Slim - UFJ - 0.11772% 2017 2 27 NISA One - - 0.54% 7 2018 1 24 7 N IS A DC50-0.2484% 2005 9 30 50 35 15 35 10 5-0.34992% 2017 11 17 3 1 3 3 1 11
Rakuten Securities Fund Selection 1 1 5 2 = - = = 20161 010 1025 2550 5075 75100 5 10 5 12
2 REIT MLP 18 CHECK! 6,000 50 1600 LIFE MAP,LLC QUICK renny N IS A 13
ex. 10 % ex. 20% ex. ex. 30% 30% 10 % ex. Rakuten Securities Fund Selection Funds of Asset Allocation 3 14
ex. 10 % ex. ex. 40% 20% 30% 70% 30% ex. ex. DIAM ex. 3 41 6 6 15
CH A P T E R 02 2 Rakuten Securities Fund Selection 2 16
KEYWORD 1 N IS & A 2018 8 CHECK! 1 2 3 3 17
KEYWORD 2 2 2 or Rakuten Securities Fund Selection 1 2 100 1 2000 1 2 18
KEYWORD 3 3 0.03.0 0.122.5 0.00.3 3 1 2 3 N IS KEYWORD 4 A CHECK HP 101 1.1 11 11 1 19
5 KEYWORD CHECK 1 CHECK 2 CHECK 3 CHECK 1 1 2 3 CHECK 2 CHECK 3 Rakuten Securities Fund Selection 20
1 6 KEYWORD 4 2 3 4 NISA N IS A 2.0% 17 2.3% 19 2.5% 21 0.9% 7 2.5% 21 6.2% 52 5.6% 47 6.1% 51 REIT 4.0% 33 1 REIT 4.3% 36 2018 7 21
1 1 225 A 1 2011 1 2015 12 5 60 225 A 5 900,000 800,000 700,000 600,000 22 201210 23 201211 500,000 400,000 300,000 200,000 100,000 Rakuten Securities Fund Selection 0 20111 20121 20131 2014 1 2015 1 2011 1 2015 12 1 22 2012 10 22
2 22,000 20,000 18,000 16,000 14,000 8,435 201111 1 12,000 N IS 10,000 8,000 A 20111 20115 20119 2012 1 2012 5 2012 9 2013 1 2013 5 2013 9 2014 1 2014 5 2014 9 20151 20155 20159 2011 11 8,435 2012 11 1 2011 1 115 2013 1100 2 3 5 23
Q&A Q A 2 3 Rakuten Securities Fund Selection Q A Q A 24
Q A 2 1 21 Q A CHECK Q A 3 3 Q A Q A 25
CH A P T E R 03 NISA NISA NISA NISA NISA NISA 20.315 NISA 1 1 1 2018 9 NISA3 Rakuten Securities Fund Selection NISA NISA NISA 20 20 019 40 120 80 20 5 5 2037 2023 2023 NISA20 NISA NISA 0 19 NISA 3 2 26
NISA NISA 5 2018 2019 2020 2021 2022 120 120 120 120 120 5 1 120 20 100 120 2018 2019 5 NISA 20232018 5 NISA 6005 N IS A NISA 80NISA NISA 5 NISA 0 19 NISA 80 NISA5 NISA NISA 18 1 2 3 4 5 0 19 805 18 27
NISA NISA 2018 2019 2036 2037 40 20 NISA 403 3,333 Rakuten Securities Fund Selection 1% 1.5% 50 20 5 2/3 0.5% 0.75% 20 NISA ETF 20 28
NISA 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 5 2018 2019 2020 2021 120 120 5 120 120 2022 2023 NISA 5 NISA 5 120 NISA 30 NISA 30 120 120 NISA NISA 90 30 2014 2018 2019 5 120 50 2019 NISA 6 NISA 2019NISA 120 30 2014 NISA 90 2019 NISA N IS A NISA NISA NISA NISA 10 NISA 29
CH A P T E R 04 1 1 2018 9 30 Rakuten Securities Fund Selection 1 2018930 100 NISA 30
STEP 1 N IS A STEP 2 1 31
2 50 10 10 4 50200 50 10 0 1 200 400 10 0 100 1 400 600 150 100 1 600800 8001,000 1,000 2,000 2,000 200 300 500 1,000 10040 500 200 1, 000 400 Rakuten Securities Fund Selection PointClub https://www.rakuten-sec.co.jp/web/service/point/ 32
3 100 100 100 100 N IS 5 A 12 128 724 128 2018 10 27 5 IFA 2018 7 2 1%1 100 8 100100% 100 8 8 0 108 100 % - - 1 2 33
4 - - Rakuten Securities Fund Selection 2016 8 262016 8 29 34
5 10 1 1 2 3 16 N IS A STEP STEP 1 2 3 STEP Finatext 16 https://wrap.rakuten-sec.co.jp/ 35
6 2016 ( ) 20183 27, 000 1 8 3 24 CHECK! 8 Rakuten Securities Fund Selection - - REIT REIT REIT- ETF 8 3 1201712 3 2 20161201712 124 3 1 30 2 3 4 8 24 18 30 36
3 MSCI 3 3 () J-REIT 100 REIT REIT N IS A S&P () REIT ( ) 50 55 ( ) 70% 15 % REIT15% REIT 2 37
4.32
QUICK QUICK 0.702 0.594 5.40 0.378 0.6796 0.30 2018 9 30