じぶん年金セミナーAdvanced(2025-3)

_Course Title: Back To The Basic③: Active & Index Fund Utilization Mastery

Course Headline: 🎓 Re-Discover the Essentials of Active and Index Fund Management in 2025!

Course Description

Welcome to our interactive online course, "Back To The Basics③: Active & Index Fund Utilization," where we delve deeper into the world of investment management. This seminar is a curated enhancement of the successful session held on November 11, 2024, now meticulously recaptured and revisited to provide you with updated insights for the year 2025. In this course, we'll explore key themes that are crucial for anyone looking to navigate the dynamic landscape of investment strategies.

Course Highlights

• Historical Perspective: We begin by examining the recent American presidential election through a historical lens, setting the stage for understanding the current investment climate and preparing for "Trump 2.0" if it comes to pass.

• America's Golden Age: An exploration into the past to understand the patterns that shape today's economic success stories.

Active & Index Fund Utilization: The Core Focus (📚 [1-1] - Introduction)

This section is where we roll up our sleeves and get down to brass tacks:

• Understanding the Difference 🧐 [2-1]

  • Clarifying the nuances between active and index fund investments.

• Indices & ETFs 📈 [2-2]

  • Discovering the distinct characteristics of index funds and ETFs, with special attention to what you should be mindful of ( Points ❶).

• Toward Low-Cost Funds 🏦 [2-3]

  • An in-depth look at low-cost funds, focusing on the unique strategies employed by industry giants like Softbank and SBI.

• Index Fund Investment Points to Consider ✅ [2-4] (Points ❷❸)

  • A comprehensive guide to the critical points to remember when investing in index funds, ensuring your investments are robust and well-informed.

• The Upsides & Downsides of Index Funds 🔝 [2-5]

  • Gaining a balanced view by understanding both the strengths and potential pitfalls associated with index fund investment.

• Concerns Over the Index Fund Investment Surge 🤔 [2-6]

  • Addressing the current concerns surrounding the surge in popularity for index funds, and what it means for investors going forward.

Your Journey to Investment Mastery Awaits

In this comprehensive course, you will not only strengthen your grasp of investment fundamentals but also explore the tactical nuances of active and index fund management. Through a blend of expert insights, real-world examples, and strategic analysis, you'll be equipped with the knowledge to make informed investment decisions.

Join us as we navigate through the ever-evolving world of finance, ensuring that your investment portfolio remains resilient in 2025 and beyond. Sign up today and take the first step towards becoming an investor savvy in both active and index fund strategies! 🚀

Instructor: Yasutaka Wadada

Your Investment Journey Begins Here. Let's master the fundamentals of investment together. Enroll now and unlock your potential to manage investments with confidence and clarity.