Bloomo Securities Co., Ltd. (Headquarters: Chuo-ku, Tokyo; CEO: Jin Nakamura; hereinafter 'Bloomo Securities'), which provides world-class asset management services, announces that it has updated the composition ratios of 11 official portfolios on its US stock and ETF investment app 'Bloomo'.
◾️ Official portfolio composition ratios updated to the latest information, providing options suited to the market environment
The US stock and ETF investment app 'Bloomo' offers 'Official Portfolios' based on professional design, allowing investors to easily execute asset management.
Additionally, it provides a 'Portfolio Investment Function' that automates the tedious tasks of currency exchange, buying/selling, and rebalancing simply by setting the desired stocks and target ratios, as well as a 'Portfolio Copy Function' that allows users to copy the official portfolios of famous investors with one tap or refer to other users' portfolios. This time, in response to recent changes in US monetary policy trends and market conditions, the portfolios of institutional investors have been updated, and the composition ratios have been revised to the latest ones.
Bloomo Securities will continue to provide asset management options better suited to the market environment.
◾️ Official portfolios subject to update
This time, the composition ratios of the following 11 official portfolios have been updated, and the display names of some official portfolios have been changed.
・Berkshire Hathaway (Financials 37%・Technology 24%・Consumer Staples 16%・Energy 14%) *Name changed from 'Warren Buffett'
・Berkshire Hathaway including Cash (Government Bonds 59%・Financials 19%・Technology 12%) *Name changed from 'Warren Buffett (including Cash)'
・Stock Index & Berkshire (Stock Index 50%・Individual Stocks 50%) *Name changed from 'Stock Index & Buffett'
・Bill Gates (Capital Goods 64%・Financials 27%)
・Tiger Global (Technology 40%・Communication Services 37%・Consumer Discretionary 17%)
・Polen Capital (Technology 41%・Financials 18%・Healthcare 15%・Consumer Discretionary 13%)
・TCI (Financials 54%・Capital Goods 36%)
・Himalaya Capital (Communication Services 57%・Financials 38%)
・Nancy Pelosi (Technology 61%)
・Ray Dalio (Technology 46%・Consumer Discretionary 8%)
・Bill Ackman (Consumer Discretionary 46%・Financials 18%・Technology 15%)
◾️ About the US Stock & ETF Investment App 'Bloomo' The US stock and ETF investment app 'Bloomo' was launched in May 2024 as a service that makes sophisticated asset management in US stocks and ETFs easily accessible. It offers cutting-edge and unique features such as the 'Portfolio Investment Function' that automates currency exchange, buying/selling, and rebalancing just by setting the desired stocks and target ratios, and the 'Portfolio Copy Function' that allows users to copy the portfolios of famous investors like Warren Buffett with one tap or refer to other users' portfolios, and is used by many users.
US Stock & ETF Investment App 'Bloomo': https://bloomo.co.jp/usstocks-etf
◾️ About Blooomo Securities
Bloomo Securities is a Japanese online securities company with the slogan 'Confidence in Asset Management,' aiming to create a society where everyone can grow their assets with peace of mind.
After its founding in June 2022, it completed registration as a Type I Financial Instruments Business Operator in June 2023 at the fastest pace ever for an independent securities company, launched its service in May 2024, and has raised a total of 2.85 billion yen from major bank-affiliated and independent VCs. Going forward, it will continue to enhance functions to improve user convenience and promote initiatives for further growth.
◾️ Blooomo Securities Co., Ltd. Company Overview
Trade Name: Blooomo Securities Co., Ltd.
Location: 〒103-0026 FinGATE BASE 404, 5-1 Nihonbashi Kabutocho, Chuo-ku, Tokyo
Representative: CEO Jin Nakamura
Established: June 9, 2022
Business: Financial Instruments Business Operator, Kanto Local Finance Bureau Director (Financial Instruments) No. 3384
Member Associations: Japan Securities Dealers Association, Japan Investment Advisers Association
Fees and Risks Related to Transactions: https://about.bloomo.co.jp/risk/
<Official Website> https://bloomo.co.jp
<Official SNS>
X: https://x.com/Bloomo_invest
YouTube: https://www.youtube.com/@bloomo-academy
Bloomo's official X account (@Bloomo_invest) provides daily information on the US market.
FACT BOX
- Source: PR TIMES
- Category: News