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[AI Investment - Real-world Experiment with 2 Companies] Can AI Beat the Index? | 2 AI Companies vs. NASDAQ

Hello, I'm Mofu Tom. I'm a former foreign investment banker. I practice a lifestyle of freedom through dividend-focused asset management.My self-introduction ishere


Can AI management beat the index?

Up until the last post, I wrote about "verifying popular AI investments with my own money at two companies simultaneously."
• Monex Securities' ON COMPASS
• BlueMo Securities - BlackRock

If we run a major firm and a venture firm under the same conditions, what will the results be? This is an experiment to see that.And one more thing, I added NASDAQ as a comparison target.


I will also run NASDAQ at the same time.


"Can active management beat the index?"
This is an "eternal theme" in the investment world that has remained unanswered for decades
, and this experiment is also meant to provide an answer to that.

NASDAQ will be managed using "Invesco's QQQ".
QQQ is one of the world's largest ETFs that tracks the NASDAQ, and it is used by many institutional investors as well.
The scale of management is on a different level at approximately 60 trillion yen ($400 billion), and
the annual cost is also extremely low at about 0.2%.

Excerpt from BlueMo Securities

What are the constituent stocks of the NASDAQ?

A long list of super-famous AI-related and technology-related stocks.


ETFs have low costs


It goes without saying, but ETFs are overwhelmingly advantageous in terms of cost.
Is there any point in paying high fees for active management by AI?This is also an "eternal theme" that has remained unanswered for decades.


All investment conditions are the same


The investment conditions are very simple.
• 100,000 yen for all three
• Start at the same time (December 22, 2025)

One year later, two years later, and ten years later. What will the results be?
I have absolutely no idea, but that is the fun part of this experiment.


Finally


If you are currently thinking about making good choices in your investments, please try studying with the following "Complete Roadmap." It's all written there.

  • Differences in approach and mindset between short-term and long-term investment

  • Stocks suitable for long-term asset formation and the reasons for choosing them

  • Investment destinations and specific buying methods to earn tens of thousands of yen in dividends per month

  • How to use ETFs and investment trusts differently

  • How to use NISA and iDeCo differently

We are currently offering a full money-back guarantee.
If you have any questions, please leave them in the comments section.

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