【理想の分散投資とは】投資信託は分散投資なの?/やってはいけない資産運用/準富裕層/5,000万円の壁を超える資産設計の全貌

PIVOT 公式チャンネル

PIVOT 公式チャンネル

332,902 views

[Sponsored by Bluemo Securities]
"&SESSION" is a discussion series focusing on noteworthy topics.
This time, we spoke with Mr. Jin Nakamura, CEO of Bluemo Securities, on the theme of "From Upper-Middle Class to High-Net-Worth Class: Strategic Asset Planning Starting from 50 Million Yen."

▼Book a free asset management consultation with Bluemo Securities
https://bit.ly/4wSKys6

▼Learn more about Bluemo Securities' Wealth Management here
https://bit.ly/4wTfrMS

▼Table of Contents
00:00 Digest
01:09 Opening
03:15 ①The 50 Million Yen Barrier
04:58 Benefits and Key Points of Diversified Investment
11:01 Is Investment Trust Diversification?
12:33 Asset Management You Should Avoid
14:32 The Optimal Solution for Diversified Investment
15:40 The Appeal of Bonds and Gold
18:10 Diversification Ratio Based on "Risk"
20:46 ②A Partner in Asset Management
28:10 Points to Consider When Choosing an Advisor
32:29 Types of Advisory Services
36:45 Actual Consultation and Resolution Cases
41:15 Value Provided by Bluemo Securities

▼Cast Information
Jin Nakamura | Bluemo Securities Representative
After graduating from the Faculty of Law and Graduate School of Economics at the University of Tokyo, he joined the Ministry of Finance. He then obtained an MBA from Stanford University and joined the American consulting firm McKinsey. In 2022, he founded Bluemo Securities. In 2025, the company raised a total of 2 billion yen in a Series A funding round. He published his new book, "Investment Strategies After the AI ​​Bubble: In Search of True Diversification."

#AssetManagement #Diversification #UpperMiddleClass #HighNetWorth #WealthBuilding #Investment #Bonds #GoldInvestment #InvestmentAdvisor #SecuritiesCompany #BluemoSecurities #PIVOT