[Book Introduction] Momiage-style US Stock Investment Course 2/2
Rakuten Securities Toshiru Academy: From this month's money books
I have summarized and written an article.
Author: Momiage
Published: October 2020, 1st Edition
Chapter 7: Growth Stock Investment
If you invest in rapidly growing companies like GAFAM, you can enjoy remarkable results. However, because the decline during a market crash is significant, there is a risk that you will be unable to endure the unrealized losses and end up locking in a loss.
Benefits of growth stock investment
・If you can identify one or two growth stocks while keeping index investment as your core, there is a high possibility that you will be able to build assets far more efficiently than with index investment alone.
Chapter 8: High-Dividend Stock Investment
Some high-dividend individual US stocks, even famous ones, do not see much stock price growth. This might be the difficulty of individual stocks.
The thing about high-dividend individual US stocks is that if you get the entry timing wrong, you will almost certainly continue to suffer from unrealized losses for a long period. Basically, since many of these stocks have flat or declining sales growth rates, their stock prices are also difficult to grow.
Chapter 9: Stable Consecutive Dividend Increase Stock Investment
ETFs with consecutive dividend increases have low dividend yields. While the YoC
increases steadily while you hold them for many years, the dividend at the time of investment is low, so it takes time.
Notable stocks for stable consecutive dividend increases
・P&G (Procter & Gamble) (PG)
・J&J (Johnson & Johnson) (JNJ)
If investing via ETF, VIG(Dividend yield: 1.85%)or DGRW(Dividend yield: 2.50%)
Chapter 10: ESG Investment
You also provided candidates for ESG stocks, but as an individual investor, I don't know if ESG investment stocks are truly profitable, so I personally don't really look at them in that category.
ESG investment is an acronym for Environment, Social, and Governance. The most straightforward form is investment in renewable energy.
Chapter 11: Recommendation for Hybrid Investment
I also practice hybrid investment, or rather, 'invest in everything.' If it looks interesting, I'll buy it for the time being, and as a result, I have ended up with an absurd portfolio of over 600 Japanese stocks, over 200 US stocks, and over 20 investment trusts.
The author's investment is a hybrid strategy
・Index 10%
・GAFAM 10%
・Growth stocks/ETFs 50%
・High-dividend stocks 5%
・Stable consecutive dividend growth stocks 10%
・ESG stocks 15%
・Cash (outside portfolio) 10%
Summary
This book is educational as it covers a wide variety of investment methods evenly. However, by including so many things, it feels like a 'jack of all trades, master of none.' If I change how I phrase it, my 'invest in everything' approach could also be called a hybrid strategy.
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