High Tech Stocks? Gold?” Trump 2.0 x New NISA in its 2nd year… “Growth Investment Limit”: How to attack it now!

Just the “Orcan” and the “S&P 500”?

’25 is the “second year of the New NISA”. Many people who started investing in ’24, the first year of the New NISA, would have benefited from the rise in stock prices.

The funds that were particularly popular in the New NISA were [MAXIS Slim Global Equity (All Country)] (nicknamed “Orcan”) and[eMAXIS Slim US Equity (S&P 500)]. Both have seen monthly inflows of over 100 billion yen since January ’24.

Some may say that from the second year of the new NISA, they are looking for investments with higher returns than “Orcan” and “S&P 500”. In fact, the popularity of index funds concentrating on U.S. tech companies has skyrocketed. Leading the pack are the “NASDAQ 100” and the“NYSE FANG+. “

However, the stock market, which appears to be sailing smoothly, is also experiencing turbulence in ’25 with the start of the Trump administration in the United States. At the time of this writing, the market is moving left and right due to the “Trump tariffs.

Against this backdrop, attention is increasingly focusing on “gold” as a measure to enhance the effectiveness of diversification. In fact, funds that invest in gold and U.S. stocks and funds that invest in gold and global stocks have been created.

As we enter the second year of NISA, we would like to think together about how to use the “Growth Investment Limit.

If your goal is to build a large amount of assets in 20 or 30 years, “Is it OK to just invest in the Orcan S&P 500?”

Many people will be practicing “long-term, savings, and diversified investment” in order to steadily increase their money in the new NISA. By “long-term,” we are not talking about 3 or 5 years, but more than a decade or more.

Looking 20, 30, or 40 years into the future, it is quite likely that both the global and U.S. stock markets will have expanded. If your goal is to build a large amount of assets in a few decades, investing in the Orcan or S&P 500 alone will be sufficient.

The world population has surpassed 8 billion and is estimated to reach 10 billion by 2058.

As the population grows, consumption will increase. In turn, companies will increase production, corporate profits will increase, and as a result, stock prices will rise. Stock prices are very likely to be higher than they are now. In addition, sustained inflation will help to drive this.

There are several reasons why the U.S. stock market will expand.