Bloomo Securities Co., Ltd. (Headquarters: Chuo-ku, Tokyo; CEO: Hitoshi Nakamura; hereinafter referred to as "Bloomo Securities"), which provides world-class asset management services, is pleased to announce that its smartphone app now supports the display of account allocation and asset allocation from the home screen.

Against the backdrop of the current historic yen depreciation and inflation, individual investors are increasingly seeking more sophisticated portfolio management to protect and grow their assets. Through this new feature, Bloomo Securities aims to support fundamental wealth building beyond individual profits and losses.

◾️Efficiently Implement Core-Satellite Investment with Display of Holdings Ratio and Balance by Asset Class

In addition to the conventional total asset trends and balance by product on the smartphone app's home screen, "Account Allocation" and "Asset Allocation" have been newly added. "Account Allocation" displays the balance by portfolio (managed accounts such as Bloomo Core) held within the securities account, while "Asset Allocation" allows users to view the holdings ratio and balance of all their assets by asset class: stocks, bonds, alternatives, and cash.

This enables users to intuitively grasp whether their overall assets are maintaining their ideal portfolio, without being fixated on the short-term gains or losses of individual holdings. It facilitates portfolio management for "core-satellite investment," which combines stable core assets for the medium to long term with satellite assets aiming for higher returns. It also supports consideration for rebalancing in response to market changes and streamlines portfolio management that accounts for yen depreciation and inflation.

◾️About Bloomo Securities

Bloomo Securities is an online securities company originating in Japan, with the slogan "Confidence in Asset Management." It aims to create a society where everyone can confidently grow their assets.

Founded in June 2022, Bloomo Securities completed registration as a Type 1 Financial Instruments Business Operator at a historically rapid pace for an independent securities company in June 2023. Service provision began in May 2024, and the company has raised a cumulative total of 2.85 billion yen in funding from megabank-affiliated and independent VCs. Currently, it offers services including the US stock and ETF investment app "Bloomo," "Bloomo Core" utilizing advice from BlackRock, the world's largest asset manager, and the US dollar-denominated bond investment service "Bloomo Income."

◾️Bloomo Securities Co., Ltd. Company Overview

Company Name: Bloomo Securities Co., Ltd.

Location: FinGATE BASE 404, 5-1 Nihonbashi Kabutocho, Chuo-ku, Tokyo 103-0026

Representative: Hitoshi Nakamura, Representative Director & CEO

Date of Establishment: June 9, 2022

Business Description: Financial Instruments Business Operator Kanto Local Finance Bureau (Kinsho) No. 3384

Associations: Japan Securities Dealers Association, Investment Trusts Association, Japan

Fees and Risks Associated with 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: 製品更新