Search found 5 matches

by marihana
Sat May 04, 2024 12:01 am
Forum: RetireJapan for Dummies
Topic: Reason to rethink managed funds? Wife nestegg shock
Replies: 3
Views: 212

Re: Reason to rethink managed funds? Wife nestegg shock

Thanks very much, guys. I get the message. I'm sorry the image didn't display, no matter how I tried. It basically showed the 0.8 million yen the Mizuho guy put into Mega Tech now standing at 2.8 million, and the 5 million he put into Capital World Equity now at 6.1 million. Perhaps the Mizuho guy's...
by marihana
Fri May 03, 2024 9:47 pm
Forum: RetireJapan for Dummies
Topic: Reason to rethink managed funds? Wife nestegg shock
Replies: 3
Views: 212

Reason to rethink managed funds? Wife nestegg shock

Since discovering Retire Japan last year and for the most part lurking on this forum and learning much from active memebers who know much more than I do, I've been moving what savings I have into index funds, mainly eMaxis slim all country equity and eMaxis developed country bond funds (the latter f...
by marihana
Thu Sep 07, 2023 8:17 am
Forum: Robo-advisors
Topic: Considering ditching WealthNavi
Replies: 9
Views: 7245

Re: Considering ditching WealthNavi

it might be better to focus on getting a NISA set up with SBI/Rakuten/Monex for next year for new money. ......As for your current funds, selling out of the Wealthnavi NISA will forefit any remaining tax free allowance (although you'll get the current gains tax free) Thanks for this. For some reaso...
by marihana
Wed Sep 06, 2023 8:33 am
Forum: Robo-advisors
Topic: Considering ditching WealthNavi
Replies: 9
Views: 7245

Re: Considering ditching WealthNavi

Thanks very much for your collective responses, confirming my suspicions that I could do a lot better than WealthNavi if I were to devote a little more effort to the task. I must say that together with Ben's videos and blog, this forum is a great way of learning. I'm steadily reading my way through ...
by marihana
Wed Sep 06, 2023 2:46 am
Forum: Robo-advisors
Topic: Considering ditching WealthNavi
Replies: 9
Views: 7245

Considering ditching WealthNavi

Hi, I'm new to this forum and this is my first post. Yoroshiku! I started investing way too late, and with little knowledge, picked WealthNavi a couple of years ago. I have a few million invested in it, and so does the wife, after being prodded by me. Both of us are using the service's Omakase NISA,...