{"id":16418,"date":"2018-08-25T07:30:00","date_gmt":"2018-08-24T22:30:00","guid":{"rendered":"http:\/\/www.retar.jp\/?p=16418"},"modified":"2018-08-23T14:27:54","modified_gmt":"2018-08-23T05:27:54","slug":"%e6%97%a5%e6%9c%ac%e9%8a%80etf%e8%b2%b7%e3%81%84%e3%83%bb%e9%87%91%e9%a1%8d%e3%83%99%e3%83%bc%e3%82%b9%e3%81%a7%e3%81%ae%e6%ae%86%e3%81%a9%e3%81%af%e6%97%a5%e7%b5%8c225%e9%80%a3%e5%8b%95%e5%9e%8b","status":"publish","type":"post","link":"https:\/\/www.retar.jp\/?p=16418","title":{"rendered":"\u65e5\u672c\u9280ETF\u8cb7\u3044\u30fb\u91d1\u984d\u30d9\u30fc\u30b9\u3067\u306e\u6b86\u3069\u306f\u65e5\u7d4c225\u9023\u52d5\u578b\u30fb\u73fe\u5728\u306f\u542b\u307f\u76caMAX\u304b\u308925%\u6e1b\u3089\u3057\u3066\u3044\u308b\u30fb\u5229\u98df\u3044\u30c1\u30e3\u30f3\u30b9\u306f\u3042\u3063\u305f\u306f\u305a\u3060\u304c\u3001\u3069\u3046\u30dd\u30b8\u30b7\u30e7\u30f3Close\u3059\u308b\u306e\u304b\u8208\u5473\u6df1\u3044"},"content":{"rendered":"

\u65e5\u672c\u9280ETF\u8cb7\u3044\u30fb\u91d1\u984d\u30d9\u30fc\u30b9\u3067\u306e\u6b86\u3069\u306f\u65e5\u7d4c225\u9023\u52d5\u578b\u30fb\u73fe\u5728\u306f\u542b\u307f\u76caMAX\u304b\u308925%\u6e1b\u3089\u3057\u3066\u3044\u308b\u30fb\u5229\u98df\u3044\u30c1\u30e3\u30f3\u30b9\u306f\u3042\u3063\u305f\u306f\u305a\u3060\u304c\u3001\u3069\u3046\u30dd\u30b8\u30b7\u30e7\u30f3Close\u3059\u308b\u306e\u304b\u8208\u5473\u6df1\u3044<\/strong><\/font><\/p>\n

Almost all BOJ\u2019s ETF position is related to N225; They reduced unrealized capital gains about 25% from the highest; we need to watch how they close the position.<\/strong><\/font><\/p>\n

\u51e0\u4e4e\u6240\u6709\u65e5\u672c\u592e\u884c\u7684ETF\u5934\u5bf8\u90fd\u4e0e\u65e5\u7ecf225\u6709\u5173\u3002\u4ed6\u4eec\u5c06\u672a\u5b9e\u73b0\u7684\u8d44\u672c\u6536\u76ca\u4ece\u6700\u9ad8\u70b9\u51cf\u5c11\u4e86\u7ea625\uff05\u3002\u6211\u4eec\u9700\u8981\u770b\u770b\u4ed6\u4eec\u5982\u4f55\u5e73\u4ed3\u3002\u5982\u4f55\u7ed3\u675f\u7b56\u7565\uff1f<\/strong><\/font><\/p>\n

 <\/p>\n

\u672c\u65e5\u306f\u4e2d\u9577\u671f\u306e\u7c21\u5358\u30c8\u30ec\u30fc\u30c9\u3092\u601d\u3044\u3064\u304d\u307e\u3057\u305f\u3002<\/p>\n

\u7d50\u8ad6\u306f\u3001\u7279\u5225\u306a\u3053\u3068\uff08\u6226\u4e89\u306a\u3069\uff09\u304c\u306a\u3051\u308c\u3070\u3001\u65e5\u7d4c\u5e73\u5747\u304c\u9577\u671f\u306b\u6e21\u3063\u306617000\u5186\u3092\u4e0b\u56de\u308b\u3088\u3046\u306a\u3053\u3068\u306f\u306a\u3044\u306f\u305a\u3067\u3059\u3002<\/p>\n

\u65e2\u306b21\u5146\u5186\u8d85\u3082\u3001ETF\u3092\u4fdd\u6709\u3057\u3066\u304a\u308a\u3001\u305d\u308c\u304c\u5927\u304d\u304f\u30c9\u30ed\u30fc\u30c0\u30a6\u30f3\u3059\u308b\u671f\u9593\u304c\u9577\u304f\u306a\u308b\u3088\u3046\u306a\u30dd\u30b8\u30b7\u30e7\u30f3\u3068\u3044\u3046\u306e\u306f\u8003\u3048\u3065\u3089\u3044\u3002<\/p>\n

\u305d\u308d\u305d\u308d\u65e5\u9280\u304cETF\u8cb7\u3044\u3092\u3084\u3081\u308b\u306a\u3089\u3001\u304a\u304a\u3088\u305d\u306e\u5e73\u5747\u53d6\u5f97\u5358\u4fa1\u306f\u56fa\u5b9a\u3055\u308c\u3001\u65e5\u9280\u304c\u307f\u308b\u300c\u682a\u4fa1\u306e\u5730\u529b\u300d\u3060\u3068\u307f\u3066\u9593\u9055\u3044\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u3064\u307e\u308a\u3001\u5927\u53e3\u304c\u5927\u640d\u3059\u308b\u3088\u3046\u306a\u3053\u3068\u306f\u3057\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n

Today, we conclude easy trade.<\/font><\/p>\n

Our conclusion is N225 will not go lower than 17000yen for long period.<\/font><\/p>\n

BOJ has already had 21 trillion yen over and it will be difficult to accept \u201cLong Term Draw Down\u201d.<\/font><\/p>\n

If they stop purchase of ETF, the obtained market unit price is fixed and it will mean this zone will be N225\u2019s fundamental.<\/font><\/p>\n

 <\/p>\n

2018\/8\/17\u73fe\u5728\u306e\u65e5\u9280\u306eETF\u306e\u6295\u5165\u8cc7\u91d1\u3068\u542b\u307f\u76ca\u306e\u5272\u5408\u3067\u3059\u3002<\/p>\n

\u307b\u3068\u3093\u3069\u304c\u65e5\u7d4c225\u95a2\u9023\u306eETF\u3067\u5360\u3081\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3064\u307e\u308a\u65e5\u9280\u306eETF\u306e\u5f71\u97ff\u3068\u306f\u3001\u65e5\u7d4c225\u306e\u5024\u52d5\u304d\u306b\u96c6\u4e2d\u3059\u308c\u3070\u3088\u3044\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3059\u3002<\/p>\n

\u5e73\u5747\u53d6\u5f97\u5358\u4fa1\u306f\u304a\u304a\u3088\u305d17000\u5186\u306a\u306e\u3067\u3001\u4eca\u306e\u3068\u3053\u308d\u5de6\u3046\u3061\u308f\u3067\u3059\u3002<\/p>\n

\u3061\u306a\u307f\u306b\u5358\u4f4d\u306b\u3082\u6ce8\u76ee\u3067\u3059\u3002<\/p>\n

\u5207\u308a\u6368\u3066\u5207\u308a\u4e0a\u3052\u3055\u308c\u305f\u5206\u3060\u3051\u3067\u3082\u6570\u5343\u4e07\u5186\u3067\u3059\uff01\uff01\uff01<\/p>\n

This is unrealized capital gains chart and invested capital chart.<\/font><\/p>\n

Almost all money was invested N225 type.<\/font><\/p>\n

So we only watch the price movement of N225.<\/font><\/p>\n

The average unit price is 17000yen and they ease and comfort.<\/font><\/p>\n

\"chart1_conv\"<\/a>\"chart2_conv\"<\/a><\/p>\n

 <\/p>\n

\u6295\u5165\u8cc7\u91d1\u306f\u5897\u3048\u3066\u3044\u307e\u3059\u304c\u3001\u6700\u8fd1\u306e\u542b\u307f\u76ca\u3092\u307f\u308b\u3068\u300c\u306a\u3093\u304b\u65e5\u7d4c\u3063\u307d\u3044\u300d\u3063\u3066\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u30012018\/1\/23\u306e\u542b\u307f\u76caMAX\u304b\u308925%\u3082\u6e1b\u3089\u3057\u3066\u304a\u308a\u3001\u5229\u98df\u3044\u3082\u5fc5\u8981\u3060\u3063\u305f\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<\/p>\n

\u4f8b\u3048\u3070\u30d6\u30ec\u30fc\u30af\u30dd\u30a4\u30f3\u30c8\u3067\u8cb7\u3044\u4e0a\u3052\u308b\u3088\u3046\u306a\u300c\u8cb7\u3044\u30d6\u30fc\u30b9\u30c8\uff06\u5229\u98df\u3044\u300d\u306a\u3069\u304c\u6709\u52b9\u3060\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

Retar.jp\u3067\u306f\u300c23000\u5186\u554f\u984c\u300d\u306b\u3064\u3044\u3066\u6307\u6458\u3057\u3066\u3044\u307e\u3059\u3002(2018\/1\/4\u53c2\u7167)<\/p>\n

\u4eca\u3055\u3089\u9045\u3044\u306e\u3067\u3059\u304c\u300123000\u5186\u30d6\u30ec\u30fc\u30af\u3092\u5f8c\u62bc\u3057\u3059\u308b\u3088\u3046\u306a\u8cb7\u3044\u3068\u304b\u3067\u304d\u306a\u304b\u3063\u305f\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

The latest unrealized capital gains movement is similar to N225\u2019s movement.<\/font><\/p>\n

They reduce 25% of unrealized capital gain from 1\/23\/2018 and they need to take profit.<\/font><\/p>\n

\"chart3_conv\"<\/a>\"chart4_conv\"<\/a>\"chart5_conv\"<\/a><\/p>\n

 <\/p>\n

\u2605\u2605\u30ec\u30dd\u30fc\u30c8\u4f5c\u6210\u6642\u30c7\u30fc\u30bf\u306e\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u2605\u2605<\/a><\/strong><\/p>\n

\u30d6\u30ed\u30b0\u3067\u4f7f\u7528\u3057\u305f\u30c7\u30fc\u30bf\u3092\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3057\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u3002<\/p>\n

\u5185\u5bb9\u306b\u3088\u308a\u975e\u63d0\u4f9b\u306e\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

 <\/p>\n

\u76f8\u5834\u5206\u6790\u306e\u30ea\u30af\u30a8\u30b9\u30c8\u304c\u3042\u308a\u307e\u3057\u305f\u3089\u201cContact Us<\/a>\u201d\u304b\u3089\u304a\u77e5\u3089\u305b\u304f\u3060\u3055\u3044\u3002\u3054\u8981\u671b\u306b\u304a\u5fdc\u3048\u3067\u304d\u308b\u3088\u3046\u306b\u52aa\u529b\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u30d6\u30ed\u30b0\u306f\u3042\u304f\u307e\u3067\u3082\u500b\u4eba\u7684\u306a\u898b\u89e3\u3067\u3042\u308a\u3001\u6295\u8cc7\u5224\u65ad\u306f\u5404\u81ea\u3067\u304a\u9858\u3044\u81f4\u3057\u307e\u3059\u3002\u5f53\u30d6\u30ed\u30b0\u306f\u4e00\u5207\u306e\u6295\u8cc7\u640d\u76ca\u306b\u5bfe\u3059\u308b\u8cac\u4efb\u3092\u8ca0\u3044\u307e\u305b\u3093\u3002<\/p>\n

\u30d6\u30ed\u30b0\u306b\u6765\u3066\u4e0b\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u660e\u65e5\u3082\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n

If you have some request to analyze, please write to \u201c<\/font>Contact Us<\/font><\/a>\u201d.<\/font><\/p>\n

We do best effort for your request.<\/font><\/p>\n

These are only personal opinions on this blog, and you need the investment judgment in each one. This blog doesn\u2019t assume the responsibility to all the investment profit and loss.<\/font><\/p>\n

Thank for watching our contents. My best regards next day.<\/font><\/p>\n

\u5982\u679c\u60a8\u9700\u8981\u884c\u60c5\u5206\u6790\uff0c\u8bf7\u70b9\u51fb\u201cContact Us<\/a>\u201d\u8054\u7cfb\u6211\u4eec\u3002\u6211\u4eec\u5c06\u5c3d\u529b\u6ee1\u8db3\u60a8\u7684\u8981\u6c42\u3002<\/p>\n

\u672c\u535a\u5ba2\u4ec5\u4e3a\u4e2a\u4eba\u610f\u89c1\uff0c\u8bf7\u5404\u81ea\u505a\u51fa\u6295\u8d44\u5224\u65ad\u3002\u672c\u535a\u5ba2\u6982\u4e0d\u5bf9\u4efb\u4f55\u6295\u8d44\u76c8\u4e8f\u8d1f\u8d23\u3002<\/p>\n

\u611f\u8c22\u60a8\u8bbf\u95ee\u672c\u535a\u5ba2\u3002\u6b22\u8fce\u518d\u6b21\u4f7f\u7528\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u65e5\u672c\u9280ETF\u8cb7\u3044\u30fb\u91d1\u984d\u30d9\u30fc\u30b9\u3067\u306e\u6b86\u3069\u306f\u65e5\u7d4c225\u9023\u52d5\u578b\u30fb\u73fe\u5728\u306f\u542b\u307f\u76caMAX\u304b\u308925%\u6e1b\u3089\u3057\u3066\u3044\u308b\u30fb\u5229\u98df\u3044\u30c1\u30e3\u30f3\u30b9\u306f\u3042\u3063\u305f\u306f\u305a\u3060\u304c\u3001\u3069\u3046\u30dd\u30b8\u30b7\u30e7\u30f3Close\u3059\u308b\u306e\u304b\u8208\u5473\u6df1\u3044 Almost all BOJ\u2019s ETF pos […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,20],"tags":[],"class_list":["post-16418","post","type-post","status-publish","format-standard","hentry","category-report","category-japanese-stocks"],"_links":{"self":[{"href":"https:\/\/www.retar.jp\/index.php?rest_route=\/wp\/v2\/posts\/16418","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.retar.jp\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.retar.jp\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.retar.jp\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.retar.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=16418"}],"version-history":[{"count":1,"href":"https:\/\/www.retar.jp\/index.php?rest_route=\/wp\/v2\/posts\/16418\/revisions"}],"predecessor-version":[{"id":16419,"href":"https:\/\/www.retar.jp\/index.php?rest_route=\/wp\/v2\/posts\/16418\/revisions\/16419"}],"wp:attachment":[{"href":"https:\/\/www.retar.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=16418"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.retar.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=16418"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.retar.jp\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=16418"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}