Choose by “theme”, not by company
By simply selecting a theme such as "VR" or "Kyoto", you can easily invest in multiple companies.
You can also learn about the relationship between themes and companies in the process of choosing them, and how the theme is exciting in the market.
Each theme is categorized into various categories such as "Japanese technology that is proud of the world", "New discoveries in your life", and "Toward a society in which women play an active role". You can easily find it.
Distribute risk to multiple promising companies
Each theme consists of several promising companies selected by Folio.
By tapping the stock name, you can easily check the business content of each company, so you can find attractive investment destinations without researching the stock yourself.
In addition, by making diversified investments in multiple companies, you can enjoy asset management with a relatively low risk of stock price fluctuations.
Distributed investment from 10,000 yen level
Stock trading is usually done in 100-share units (unit share system). For example, if you try to buy stocks from three companies, you will need about 550,000 yen on average. *1
Folio has realized an investment service that allows diversified investment from the 10,000 yen level to multiple companies by making it possible to acquire from each stock (less than one unit stock).
*1 Created with reference to the weighted stock average of the first section of the Tokyo Stock Exchange (May 2019)
Full support during operation
Due to the passage of time and fluctuations in market prices, the stocks that make up the theme, the holding ratio, and their optimal balance will constantly change.
In the midst of these changes, we regularly propose "rebalancing" (review of stocks and holding ratio) to maintain the optimal balance of our customers' portfolios.
Theme investment fee
When you buy and sell a theme, a transaction fee of 0.5% (excluding tax) *1 of the trading price for each issue will be charged.
Deposit fee *2, management fee and account management fee are not charged.
For details, please check the delivery document before concluding the contract.
*1 The minimum fee for a stock is 50 yen (tax excluded).
*2 Limited to real-time deposit. In case of deposit by bank transfer, there will be a fee specified by the bank.
▶FOLIO ROBO PRO
AI-equipped robot advisor that looks ahead
We aim to improve performance by multiplying market forecasts using AI technology and dynamic operations.
"FOLIO ROBO PRO" is recommended for those who want a more advanced robot ad that has made possible the use of large amounts of data that even professional investors can use with AI.
Characteristics 1) Utilize more than 40 kinds of market data that enables market prefetching
Using more than 40 indices such as stocks, bonds, currencies, copper and crude oil from all over the world, more than 2,000 kinds of characteristic quantities are calculated by statistical processing.
Characteristics ② Efficient and more accurate analysis of enormous amount of data by using AI
Utilizing AI, we will search for features that are useful for future prediction through data that cannot be processed by humans, and utilize machine learning technology to update and improve learning data, aiming to improve accuracy.
Characteristic ③ Aim to maximize performance by dynamically changing investment allocation
AI can be used to make detailed forecasts of expected returns, enabling dynamic asset allocation (rebalancing). FOLIO bears the transaction cost of rebalancing. (Included in the 1% commission)
FOLIO ROBO PRO fees
The FOLIO ROBO PRO fee is 1% (tax excluded) per annum of assets in custody. However, the annual rate of 0.5% (excluding tax) will be applied to the portion where the operating amount exceeds 30 million.
Difficult asset management is all done by robots
Normally, when conducting asset management, it takes a lot of time and effort, such as “operation plan → selection of financial products → purchase of products → monitoring of assets → adjustment of assets……”.
Folio's “Omakase Investing” will suggest a product that suits your risk level by just diagnosing the asset management plan that will be completed in 10 seconds, and you can start operating immediately.
Also, all the assets in operation are automatically adjusted to the optimal shape, so there is nothing to do once the operation is started.
Random investment fees
Omakase's investment fee is 1% (tax excluded) per annum of assets in custody. However, the annual rate of 0.5% (excluding tax) will be applied to the portion where the operating amount exceeds 30 million.
▶Using the app
About fees and risks
Numerical values, etc. in the images shown are samples and do not imply or guarantee future operational results.
FOLIO Co., Ltd.
Financial Instruments Business Operator Kanto Finance Bureau Director (Kinsho) No. 2983
Member Associations: Japan Securities Dealers Association, Japan Investment Advisers Association
When trading financial instruments, there is a risk of loss due to price fluctuations in stock prices, foreign exchange rates, interest rates, and other indicators. When making a contract, carefully check the contents of the delivery document before concluding the contract.
Click here for details on risks and fees (https://folio-sec.com/support/terms/transaction-fees)