New investment in TOKAI Holdings.

I am taketake, a salaryman investor focused on saving.
This time, I have made a new investment in TOKAI Holdings (3167).

It is not flashy.
It is not a stock that will skyrocket in price.
It is also a company that is almost never talked about on social media.

Even so, the reason I decided to invest in TOKAI HD again this time is because
I felt that it fits my current investment policy extremely well.

The core of my investment judgment is whether it is integrated into daily life.

My investment style has become simpler year by year.

• The business model is easy to understand

• It is not easily affected by economic conditions

• It will continue to be needed as a life infrastructure

• I can continue to receive dividends

If these four conditions are met, there is no need to be swayed by the ups and downs of the stock price.
With so much to do every day, including work, family, studying for certifications, and coaching a certain sport,
being a stock I can hold without having to think about it is very important.

TOKAI Holdings was a company that perfectly met those conditions.

What kind of company is TOKAI Holdings?

TOKAI HD is a company that

• city gas

• LP gas

• water delivery (water servers)

• telecommunications

• energy-related

and other life infrastructure businesses on a broad scale.

What is characteristic is that it has a structure where
if one part fails, the others support it.

Whether the economy is good or bad,
people use gas.
People drink water.
People also use telecommunications.

In other words,it is a business where demand will not disappear as long as life continues.

It is not flashy. But that is what is good about it.

To be honest,
TOKAI HD is not an exciting stock.

If you are aiming for capital gains, there are plenty of more exciting stocks out there.
However, I have entered a phase where I choose "stability" over "excitement."

My monthly salary,
my twice-yearly bonus,
I calmly invest the funds saved from those.

And,
I continue to quietly receive the "result" known as dividends.

I feel that TOKAI HD is an excellent vehicle for that kind of investment.

The balance between dividends and shareholder benefits

One of the attractions of TOKAI HD is the combination of
dividends + shareholder benefits.

Not only dividends,
but having benefits related to their own services
is also a good point, as it allows me to feel a sense of involvement with the company as a shareholder.

Beyond just the numbers,
the feeling that real life and investment are connected is, I think, surprisingly important for continuing long-term investment.

Why I made a new investment "now"

For this investment,
I did not put in all my surplus funds at once.

• Salary

• Bonus

• Dividends

As I gradually accumulated these funds,
this is the result of thinking about "what is missing from my current portfolio."

The answer was clear.

I want to further increase the ratio of life infrastructure × stable dividends.

As a piece of the puzzle, TOKAI HD fit perfectly.

Investing is also an act of buying peace of mind.

When I was young,
I only thought about 'how much I could increase my wealth'.

But now,
I prioritize 'how much I can hold onto with peace of mind'.

• Not having to check stock prices every day

• Not panicking when bad news comes out

• Being able to focus on time with family and my own growth

I believe this mental space is also an important return on investment.

TOKAI HD is one of the stocks that gives me that 'space'.

The goal remains the same. It's just that the method has become more refined.

My goal is
to steadily build up net financial assets.

I don't aim for a one-shot reversal.
I don't jump on trends either.

• Work

• Spend

• Save

• Invest

I just continue to cycle through this
without wavering, calmly and consistently.

My new investment in TOKAI Holdings was also
a natural choice that is an extension of that.

In conclusion

Flashy stocks are easy to talk about.
However, I believe that what truly supports your assets
are these plain and solid companies.

The number of stocks has reached 99.
It will be interesting to see if I can reach 100 stocks with my December salary.

Below is the total amount of dividends and shareholder benefits.

Moving forward, I will
continue to invest in a way that suits my lifestyle and values
quietly.

See you later!