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The Buck Bunny 5F Virtual Equity Fund
This virtual
fund of funds
follows a factor-based strategy based on Ben Felix’s
Five Factor Investing with ETFs
approach, investing in low-cost, accumulating, yen-converted, not-hedging index funds, thus making it optimal for a NISA and/or iDeco vehicle.
A diversified portfolio should also include bonds, which are omitted here as they usually prefer living in a Tokutei rather than in a NISA/iDeco.
Geographic
Geographic
0
Holdings
Holdings
0
ETFs wrapped in yen-converted accumulating funds
ETFs wrapped in yen-converted accumulating funds
0
Actual Composition
Actual Composition
0
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Index Fund
Wrapped ETFs
Allocation
1
eMAXIS Slim全世界株式(オール・カントリー)
VT
50%
2
EXE-i グローバル中小型株式ファンド
VB (60%)
VSS (40%)
25%
3
楽天・全米株式インデックス・ファンド
VTI
15%
4
楽天・新興国株式インデックス・ファンド
VWO
10%
There are no rows in this table
Cost
Cost
0
1
Purchase Fee
0.0000%
2
Management Fee (per annum)
0.1865%
3
Sale Fee
0.0000%
There are no rows in this table
(assumes your broker is Rakuten Securities)
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