通常1-5営業日で発送：つみたてNISAがはじまって1年。銀行は儲からないので教えてくれませんが、
・税金がおトク
・金融庁が決めた条件をクリアした投資信託だけしか購入できない
・1万円以下などの少額でできる(証券会社によっては100円から! )
と、投資初心者にはいいことづくしな制度です。
けれど、すでにその厳しい条件をクリアした投資信託は160本以上あり、どれを選んだらいいかわからない、という声が多いのも事実。そこで前著『 『投資信託はこの9本から選びなさい』で、販売されている投資信託3000本以上ある中から長期投資にぴったりな投資信託をチョイスし、その本がベストセラーになった著者が、今回はつみたてNIS購入できる160本の投資信託から、本当に買っていいと思われる8本を紹介。
つみたてNISAで選ぶべき投信の条件とは、
●世界へ分散して投資する
●日本株は入っているけれどの比率は1/3以下
●為替ヘッジなしのもの
●純資産総額が50億円以上のもの
●「ターゲットイヤーファンド」は外す
という条件でスクリーニング。なぜこの条件が必要なのか、それは本書を読めばわかります。
また投資信託やNISAの仕
| Product # | 4478107211 |
|---|---|
| Weight | 280 g |
| Product package size | 19 x 13 x 2 cm |
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