{"id":690,"date":"2026-05-29T22:21:40","date_gmt":"2026-05-29T13:21:40","guid":{"rendered":"https:\/\/wismoney.jp\/chokin\/expert\/?p=690"},"modified":"2026-05-29T22:22:49","modified_gmt":"2026-05-29T13:22:49","slug":"wealthnavi-result","status":"publish","type":"post","link":"https:\/\/wismoney.jp\/chokin\/expert\/wealthnavi-result\/","title":{"rendered":"WealthNavi\u306f\u307b\u3063\u305f\u3089\u304b\u3057\u3067\u52dd\u3066\u308b\uff1f\u66b4\u843d\u6642\u306b\u653e\u7f6e\u3057\u305f\u4eba\u306e\u904b\u7528\u5b9f\u7e3e\u3092\u691c\u8a3c"},"content":{"rendered":"<p>WealthNavi\u3067\u3044\u3046\u307b\u3063\u305f\u3089\u304b\u3057\u3068\u306f\u3001\u521d\u671f\u8a2d\u5b9a\u306e\u3042\u3068\u306f\u58f2\u8cb7\u5224\u65ad\u3092\u305b\u305a\u3001\u81ea\u52d5\u7a4d\u7acb\u3068\u81ea\u52d5\u30ea\u30d0\u30e9\u30f3\u30b9\u306b\u4efb\u305b\u7d9a\u3051\u308b\u3053\u3068\u3067\u3059\u3002\u7d50\u8ad6\u304b\u3089\u8a00\u3046\u3068\u3001\u904e\u53bb\u306e\u904b\u7528\u5b9f\u7e3e\u3067\u306f\u3001\u66b4\u843d\u6642\u306b\u58f2\u3089\u305a\u7a4d\u7acb\u3092\u7d9a\u3051\u305f\u4eba\u307b\u3069\u9ad8\u3044\u30ea\u30bf\u30fc\u30f3\u3092\u5f97\u3066\u3044\u307e\u3059\u3002<br \/>\n\u9ad8\u30ea\u30b9\u30af\u306e\u30e2\u30c7\u30eb\u30b1\u30fc\u30b9\u3067\u306f\u3001<span class=\"st-mymarker-s\">\u66b4\u843d\u3092\u542b\u3080\u7d0410\u5e74\u3067\u7d2f\u7a4d+141%<\/span>\u306b\u9054\u3057\u307e\u3057\u305f\u30022020\u5e74\u306e\u30b3\u30ed\u30ca\u30b7\u30e7\u30c3\u30af\u30842022\u5e74\u306e\u7c73\u56fd\u682a\u4e0b\u843d\u3092\u7d4c\u3066\u3082\u3001\u653e\u7f6e\u3057\u305f\u4eba\u304c\u52dd\u3063\u305f\u7406\u7531\u3092\u5177\u4f53\u7684\u306a\u30c7\u30fc\u30bf\u3067\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n<h2>WealthNavi\u306f\u307b\u3063\u305f\u3089\u304b\u3057\u3067\u52dd\u3066\u308b\uff1f\u66b4\u843d\u3092\u4e57\u308a\u8d8a\u3048\u305f\u904b\u7528\u5b9f\u7e3e<\/h2>\n<p>\u4e0b\u304c\u3063\u3066\u3044\u308b\u4eca\u306e\u3046\u3061\u306b\u58f2\u3089\u306a\u3044\u3068\u3001\u3082\u3063\u3068\u640d\u3092\u3059\u308b\u306e\u3067\u306f\u3002\u66b4\u843d\u6642\u306b\u591a\u304f\u306e\u4eba\u304c\u62b1\u304f\u76f4\u611f\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u76f4\u611f\u3069\u304a\u308a\u306b\u52d5\u3044\u305f\u4eba\u304c\u5f97\u3092\u3057\u305f\u3068\u306f\u9650\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>2020\u5e74\u306e\u30b3\u30ed\u30ca\u30b7\u30e7\u30c3\u30af\u30682022\u5e74\u306e\u8abf\u6574\u5c40\u9762\u3067\u306f\u3001WealthNavi\u306e\u904b\u7528\u8cc7\u7523\u3082\u4e00\u6642\u7684\u306b\u5927\u304d\u304f\u76ee\u6e1b\u308a\u3057\u307e\u3057\u305f\u3002\u6016\u304f\u306a\u3063\u3066\u58f2\u5374\u3057\u305f\u4eba\u3082\u3044\u308c\u3070\u3001\u4f55\u3082\u305b\u305a\u653e\u7f6e\u3057\u305f\u4eba\u3082\u3044\u307e\u3059\u3002<\/p>\n<p>\u3069\u3061\u3089\u304c\u6b63\u89e3\u3060\u3063\u305f\u306e\u304b\u3002\u516c\u958b\u3055\u308c\u3066\u3044\u308b\u904b\u7528\u5b9f\u7e3e\u306f\u3001<span class=\"st-mymarker-s\">\u58f2\u3089\u305a\u306b\u7d9a\u3051\u305f\u4eba\u306e\u5727\u52dd<\/span>\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<h2>\u307b\u3063\u305f\u3089\u304b\u3057\u3092\u8cab\u3044\u305f\u4eba\u306e\u904b\u7528\u5b9f\u7e3e\u3092\u6570\u5b57\u3067\u78ba\u8a8d\u3059\u308b<\/h2>\n<p>\u516c\u958b\u3055\u308c\u3066\u3044\u308b\u30e2\u30c7\u30eb\u30b1\u30fc\u30b9\u3092\u898b\u3066\u307f\u307e\u3057\u3087\u3046\u3002\u30b5\u30fc\u30d3\u30b9\u958b\u59cb\u6642\u306b100\u4e07\u5186\u3001\u305d\u306e\u5f8c\u306f\u6bce\u67083\u4e07\u5186\u3092\u7a4d\u307f\u7acb\u3066\u306a\u304c\u3089\u58f2\u3089\u305a\u306b\u4fdd\u6709\u3057\u7d9a\u3051\u305f\u5834\u5408\u3001\u5186\u5efa\u3066\u306e\u7d2f\u7a4d\u5143\u672c466\u4e07\u5186\u306b\u5bfe\u3057\u3066\u3001\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea65\u3067\u306f\u8cc7\u7523\u8a55\u4fa1\u984d\u304c<strong>\u7d041,123\u4e07\u5186<\/strong>\u307e\u3067\u5897\u3048\u3066\u3044\u307e\u3059\u3002\u6700\u3082\u30ea\u30b9\u30af\u306e\u4f4e\u3044\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea61\u3067\u3082\u3001\u7d2f\u7a4d\u5143\u672c\u3092\u5927\u304d\u304f\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u3053\u306e\u671f\u9593\u306b\u306f\u30b3\u30ed\u30ca\u30b7\u30e7\u30c3\u30af\u30822022\u5e74\u306e\u4e0b\u843d\u3082\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u66b4\u843d\u3092\u7d4c\u9a13\u3057\u305f\u3046\u3048\u3067\u3053\u306e\u6210\u7e3e\u3060\u3068\u3044\u3046\u70b9\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n<table>\n<thead>\n<tr>\n<th>\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6<\/th>\n<th>\u5186\u5efa\u3066\u7d2f\u7a4d\u30ea\u30bf\u30fc\u30f3<\/th>\n<th>\u8cc7\u7523\u8a55\u4fa1\u984d\u306e\u76ee\u5b89<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea61\uff08\u4f4e\u30ea\u30b9\u30af\uff09<\/td>\n<td>+76.5%<\/td>\n<td>\u7d04823\u4e07\u5186<\/td>\n<\/tr>\n<tr>\n<td>\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea65\uff08\u9ad8\u30ea\u30b9\u30af\uff09<\/td>\n<td>+141.0%<\/td>\n<td>\u7d041,123\u4e07\u5186<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><small>\u203b\u521d\u56de\u6295\u8cc7100\u4e07\u5186\uff0b\u6bce\u67083\u4e07\u5186\u306e\u7a4d\u7acb\u3092\u7d99\u7d9a\u3057\u3001\u58f2\u5374\u305b\u305a\u534a\u5e74\u3054\u3068\u306b\u81ea\u52d5\u30ea\u30d0\u30e9\u30f3\u30b9\u3057\u305f\u5834\u5408\u306e\u30e2\u30c7\u30eb\u30b1\u30fc\u30b9\u3002\u624b\u6570\u6599\uff08\u5e74\u73871%\u30fb\u7a0e\u8fbc1.1%\uff09\u63a7\u9664\u5f8c\u3001\u5186\u5efa\u3066\u30012026\u5e743\u6708\u672b\u6642\u70b9\u3002\u5272\u5408\u306f\u8cc7\u7523\u8a55\u4fa1\u984d\u00f7\u7d2f\u7a4d\u5143\u672c\u984d\uff0d1\u3067\u7b97\u51fa\uff08\u5e74\u7387\u3067\u306f\u306a\u3044\uff09\u3002\u6700\u65b0\u306e\u904b\u7528\u5b9f\u7e3e\u306f\u6642\u671f\u306b\u3088\u308a\u66f4\u65b0\u3055\u308c\u307e\u3059\u3002<br \/>\n\u51fa\u5178\uff1a<a href=\"https:\/\/www.jibunbank.co.jp\/products\/wealthnavi\/performance\/\" target=\"_blank\" rel=\"noopener\">WealthNavi for au\u3058\u3076\u3093\u9280\u884c\u300c\u904b\u7528\u5b9f\u7e3e\u300d<\/a><\/small><\/p>\n<p>\u66b4\u843d\u4e2d\u3082\u58f2\u3089\u305a\u306b\u7a4d\u7acb\u3092\u7d9a\u3051\u305f\u304b\u3089\u3053\u305d\u3001\u5b89\u304f\u306a\u3063\u305f\u6642\u671f\u306b\u591a\u304f\u8cb7\u3044\u4ed8\u3051\u3089\u308c\u3001\u56de\u5fa9\u5c40\u9762\u3067\u3053\u306e\u6210\u679c\u306b\u3064\u306a\u304c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e00\u65b9\u30012020\u5e743\u6708\u306e\u5e95\u5024\u4ed8\u8fd1\u3067\u6016\u304f\u306a\u3063\u3066\u58f2\u308a\u3001\u56de\u5fa9\u3092\u5f85\u3063\u3066\u304b\u3089\u8cb7\u3044\u623b\u305d\u3046\u3068\u3057\u305f\u5834\u5408\u306f\u3069\u3046\u3067\u3057\u3087\u3046\u304b\u3002\u76f8\u5834\u306e\u56de\u5fa9\u306f\u4e00\u672c\u8abf\u5b50\u3067\u306f\u306a\u304f\u3001\u77ed\u671f\u9593\u306b\u96c6\u4e2d\u3057\u3066\u8d77\u3053\u308b\u3053\u3068\u304c\u591a\u3044\u305f\u3081\u3001<strong>\u8cb7\u3044\u623b\u3059\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u8a08\u3063\u3066\u3044\u308b\u3046\u3061\u306b\u4e0a\u6607\u5c40\u9762\u3092\u9003\u3057\u3084\u3059\u3044<\/strong>\u306e\u304c\u5b9f\u60c5\u3067\u3059\u3002\u7d50\u679c\u3068\u3057\u3066\u3001<span class=\"st-mymarker-s\">\u5b89\u304f\u58f2\u3063\u3066\u9ad8\u304f\u8cb7\u3044\u76f4\u3059<\/span>\u3053\u3068\u306b\u306a\u308a\u304c\u3061\u3067\u3059\u3002<\/p>\n<div class=\"st-mybox  has-title \" style=\"background:#E1F5FE;border-color:#B3E5FC;border-width:2px;border-radius:5px;margin: 25px 0;\"><p class=\"st-mybox-title\" style=\"color:#03A9F4;font-weight:bold;text-shadow: #fff 3px 0px 0px, #fff 2.83487px 0.981584px 0px, #fff 2.35766px 1.85511px 0px, #fff 1.62091px 2.52441px 0px, #fff 0.705713px 2.91581px 0px, #fff -0.287171px 2.98622px 0px, #fff -1.24844px 2.72789px 0px, #fff -2.07227px 2.16926px 0px, #fff -2.66798px 1.37182px 0px, #fff -2.96998px 0.42336px 0px, #fff -2.94502px -0.571704px 0px, #fff -2.59586px -1.50383px 0px, #fff -1.96093px -2.27041px 0px, #fff -1.11013px -2.78704px 0px, #fff -0.137119px -2.99686px 0px, #fff 0.850987px -2.87677px 0px, #fff 1.74541px -2.43999px 0px, #fff 2.44769px -1.73459px 0px, #fff 2.88051px -0.838246px 0px;background: linear-gradient(0deg,#E1F5FE 0%,#E1F5FE 55%,rgba(0,0,0,0) 55%,rgba(0,0,0,0) 100%);\"><i class=\"st-fa st-svg-check-circle st-css-no\" aria-hidden=\"true\"><\/i>\u691c\u8a3c\u7d50\u679c\u306e\u30dd\u30a4\u30f3\u30c8<\/p><div class=\"st-in-mybox\">\n<ul>\n<li>\u66b4\u843d\u3092\u542b\u3080\u671f\u9593\u3067\u3082\u3001\u58f2\u3089\u305a\u306b\u7d9a\u3051\u305f\u30e2\u30c7\u30eb\u30b1\u30fc\u30b9\u306f\u5927\u304d\u304f\u30d7\u30e9\u30b9<\/li>\n<li>\u76f8\u5834\u306e\u56de\u5fa9\u306f\u96c6\u4e2d\u7684\u306b\u8d77\u3053\u308a\u3001\u58f2\u8cb7\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u3092\u5f53\u3066\u308b\u306e\u306f\u96e3\u3057\u3044<\/li>\n<li>\u7d50\u679c\u3068\u3057\u3066\u3001\u653e\u7f6e\u3057\u305f\u4eba\u304c\u6700\u3082\u9ad8\u3044\u30ea\u30bf\u30fc\u30f3\u3092\u8a18\u9332<\/li>\n<\/ul>\n<\/div><\/div>\n<h3>\u614e\u91cd\u306a\u4eba\u307b\u3069\u58f2\u308a\u305f\u304f\u306a\u308b\u306e\u306f\u306a\u305c\u304b<\/h3>\n<p>\u4e0b\u843d\u304c\u7d9a\u304f\u3068\u3001\u3053\u308c\u4ee5\u4e0a\u640d\u3092\u3057\u305f\u304f\u306a\u3044\u3068\u3044\u3046\u5fc3\u7406\u304c\u5f37\u304f\u50cd\u304d\u307e\u3059\u3002\u4eba\u306f\u5f97\u3092\u3059\u308b\u559c\u3073\u3088\u308a\u3001\u640d\u3092\u3059\u308b\u75db\u307f\u306e\u307b\u3046\u3092\u5f37\u304f\u611f\u3058\u308b\u751f\u304d\u7269\u3067\u3001\u540c\u3058\u91d1\u984d\u3067\u3082\u640d\u5931\u306e\u75db\u307f\u306f\u5229\u76ca\u306e\u559c\u3073\u306e\u7d042\u500d\u3068\u3055\u308c\u307e\u3059\uff08\u884c\u52d5\u7d4c\u6e08\u5b66\u3067\u3044\u3046\u640d\u5931\u56de\u907f\uff09\u3002<\/p>\n<p>\u3060\u304b\u3089\u3053\u305d\u3001\u614e\u91cd\u306a\u4eba\u307b\u3069\u4eca\u58f2\u3089\u306a\u3044\u3068\u3068\u3044\u3046\u30d7\u30ec\u30c3\u30b7\u30e3\u30fc\u3092\u611f\u3058\u3084\u3059\u3044\u306e\u3067\u3059\u3002\u3051\u308c\u3069\u7d50\u679c\u7684\u306b\u306f\u3001\u305d\u306e\u5fc3\u7406\u306b\u5f93\u3063\u3066\u58f2\u3063\u305f\u4eba\u3088\u308a\u3001<strong>\u4f55\u3082\u3057\u306a\u304b\u3063\u305f\u4eba\u304c\u5f97\u3092\u3057\u3066\u304d\u307e\u3057\u305f<\/strong>\u3002<\/p>\n<p>\u6295\u8cc7\u3092\u59cb\u3081\u3066\u3082\u3001<\/p>\n<div class=\"st-kaiwa-box clearfix kaiwaicon2\">\r\n\t<div class=\"st-kaiwa-face\"><img decoding=\"async\" src=\"https:\/\/wismoney.jp\/chokin\/expert\/wp-content\/uploads\/2026\/02\/22222.jpg\" alt=\"\u76f8\u8ac7\u8005\" width=\"100\" height=\"100\">\r\n\t\t<div class=\"st-kaiwa-face-name\">\u76f8\u8ac7\u8005<\/div>\r\n\t<\/div>\r\n\t<div class=\"st-kaiwa-area\">\r\n\t\t<div class=\"st-kaiwa-hukidashi\">\u66b4\u843d\u306e\u30cb\u30e5\u30fc\u30b9\u3092\u898b\u308b\u3068\u3001\u4eca\u306e\u3046\u3061\u306b\u58f2\u3089\u306a\u304d\u3083\u3068\u7126\u3063\u3066\u3057\u307e\u3063\u3066\u3002\u653e\u7f6e\u304c\u3044\u3044\u3068\u5206\u304b\u3063\u3066\u3044\u3066\u3082\u3001\u4e0d\u5b89\u3067\u4f55\u5ea6\u3082\u30a2\u30d7\u30ea\u3092\u958b\u3044\u3066\u3057\u307e\u3046\u3093\u3067\u3059\u2026<\/div>\r\n\t<\/div>\r\n<\/div>\n<p>\u3068\u611f\u3058\u3066\u3044\u308b\u65b9\u306f\u5c11\u306a\u304f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<div class=\"st-kaiwa-box clearfix kaiwaicon1\">\r\n\t<div class=\"st-kaiwa-face\"><img decoding=\"async\" src=\"https:\/\/wismoney.jp\/chokin\/expert\/wp-content\/uploads\/2026\/01\/1111-300x300.jpg\" alt=\"FP\" width=\"100\" height=\"100\">\r\n\t\t<div class=\"st-kaiwa-face-name\">FP<\/div>\r\n\t<\/div>\r\n\t<div class=\"st-kaiwa-area\">\r\n\t\t<div class=\"st-kaiwa-hukidashi\">\u614e\u91cd\u306a\u65b9\u307b\u3069\u3001\u66b4\u843d\u6642\u306b\u4f55\u5ea6\u3082\u30a2\u30d7\u30ea\u3092\u958b\u3044\u3066\u3057\u307e\u3044\u304c\u3061\u3067\u3059\u3002\u3067\u3082\u78ba\u8a8d\u983b\u5ea6\u3068\u904b\u7528\u6210\u7e3e\u306b\u6b63\u306e\u76f8\u95a2\u306f\u306a\u304f\u3001\u3080\u3057\u308d\u898b\u306a\u3044\u4eba\u307b\u3069\u843d\u3061\u7740\u3044\u3066\u7d9a\u3051\u3089\u308c\u307e\u3059\u3002\u79c1\u81ea\u8eab\u3082WealthNavi\u306f\u6570\u30f6\u6708\u30ed\u30b0\u30a4\u30f3\u3057\u306a\u3044\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u898b\u306a\u3044\u304b\u3089\u3053\u305d\u58f2\u308a\u305f\u3044\u885d\u52d5\u305d\u306e\u3082\u306e\u304c\u6e67\u304b\u306a\u3044\u3093\u3067\u3059\u306d\u3002<\/div>\r\n\t<\/div>\r\n<\/div>\n<h2>\u307b\u3063\u305f\u3089\u304b\u3057\u304c\u52dd\u3064\u7406\u7531\u306f\u5e02\u5834\u306e\u56de\u5fa9\u3068\u5224\u65ad\u75b2\u308c\u306e\u56de\u907f\u306b\u3042\u308b<\/h2>\n<p>\u653e\u7f6e\u304c\u52dd\u3064\u7406\u7531\u306f2\u3064\u3042\u308a\u307e\u3059\u30021\u3064\u306f\u5e02\u5834\u306e\u56de\u5fa9\u30d1\u30bf\u30fc\u30f3\u3001\u3082\u30461\u3064\u306f\u8133\u306e\u4ed5\u7d44\u307f\u3067\u3059\u3002<\/p>\n<h3>\u66b4\u843d\u304b\u3089\u306e\u56de\u5fa9\u306f\u77ed\u671f\u9593\u306b\u96c6\u4e2d\u3057\u3066\u8d77\u3053\u308b<\/h3>\n<p>\u904e\u53bb\u306e\u66b4\u843d\u3092\u632f\u308a\u8fd4\u308b\u3068\u3001\u76f8\u5834\u306f\u6570\u30f6\u6708\u304b\u3089\u6570\u5e74\u304b\u3051\u3066\u5024\u3092\u623b\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u3057\u304b\u3082\u56de\u5fa9\u306f\u3086\u3063\u304f\u308a\u3067\u306f\u306a\u304f\u3001\u77ed\u671f\u9593\u306b\u6025\u6fc0\u306b\u8d77\u3053\u308b\u3053\u3068\u304c\u591a\u3044\u3082\u306e\u3067\u3059\u3002\u3060\u304b\u3089\u3053\u305d\u3001\u58f2\u3063\u3066\u69d8\u5b50\u3092\u898b\u3066\u3044\u308b\u3068<span class=\"st-mymarker-s\">\u3053\u306e\u6025\u56de\u5fa9\u3092\u53d6\u308a\u9003\u3057\u3084\u3059\u304f<\/span>\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u9577\u671f\u4fdd\u6709\u306e\u30c7\u30fc\u30bf\u3082\u3001\u3053\u308c\u3092\u88cf\u3065\u3051\u307e\u3059\u3002\u56fd\u5185\u5916\u306e\u682a\u5f0f\u30fb\u50b5\u5238\u306b\u5206\u6563\u3057\u3066\u7a4d\u307f\u7acb\u3066\u305f\u5834\u5408\u3001\u4fdd\u6709\u671f\u9593\u304c\u9577\u3044\u307b\u3069\u6210\u679c\u306e\u30d6\u30ec\u304c\u5c0f\u3055\u304f\u306a\u308b\u3053\u3068\u304c\u3001\u91d1\u878d\u5e81\u306e\u8a66\u7b97\u3067\u793a\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<table>\n<thead>\n<tr>\n<th>\u4fdd\u6709\u671f\u9593<\/th>\n<th>\u904b\u7528\u6210\u679c\uff08\u5e74\u7387\uff09<\/th>\n<th>\u5143\u672c\u5272\u308c\u306e\u53ef\u80fd\u6027<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>5\u5e74<\/td>\n<td>-8%\u301c+14%<\/td>\n<td>\u3042\u308a<\/td>\n<\/tr>\n<tr>\n<td>20\u5e74<\/td>\n<td>+2%\u301c+8%<\/td>\n<td>\u904e\u53bb\u5b9f\u7e3e\u3067\u306f\u306a\u3057<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><small>\u203bWealthNavi\u56fa\u6709\u306e\u30c7\u30fc\u30bf\u3067\u306f\u306a\u304f\u3001\u9577\u671f\u30fb\u5206\u6563\u30fb\u7a4d\u7acb\u6295\u8cc7\u5168\u822c\u306e\u50be\u5411\u3092\u793a\u3059\u3082\u306e\u3002<br \/>\n\u51fa\u5178\uff1a<a href=\"https:\/\/www.fsa.go.jp\/policy\/nisa\/20170614-2\/14.pdf\" target=\"_blank\" rel=\"noopener\">\u91d1\u878d\u5e81\u300c\u3064\u307f\u305f\u3066NISA\u65e9\u308f\u304b\u308a\u30ac\u30a4\u30c9\u30d6\u30c3\u30af\u300dLesson4\uff08\u8cc7\u7523\u30fb\u5730\u57df\u3092\u5206\u6563\u3057\u3066\u7a4d\u7acb\u6295\u8cc7\u3092\u884c\u3063\u305f\u5834\u5408\u306e\u904b\u7528\u6210\u679c\u306e\u5b9f\u7e3e\u3014\u4fdd\u6709\u671f\u9593\u5225\u3015\uff09<\/a><\/small><\/p>\n<h3>\u307b\u3063\u305f\u3089\u304b\u3057\u306f\u8133\u306e\u5224\u65ad\u75b2\u308c\u3092\u53d6\u308a\u9664\u304f<\/h3>\n<p>\u304a\u91d1\u306e\u5224\u65ad\u306f\u3001\u8133\u306b\u3068\u3063\u3066\u8ca0\u8377\u306e\u5927\u304d\u3044\u4f5c\u696d\u3067\u3059\u3002\u6bce\u65e5\u6b8b\u9ad8\u3092\u78ba\u8a8d\u3057\u3066\u58f2\u308b\u3079\u304d\u304b\u3068\u8003\u3048\u7d9a\u3051\u308b\u3068\u3001\u305d\u308c\u3060\u3051\u3067\u5224\u65ad\u529b\u304c\u6d88\u8017\u3057\u3001\u3075\u3068\u3057\u305f\u4e0d\u5b89\u306b\u6d41\u3055\u308c\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002<span class=\"st-mymarker-s\">\u307b\u3063\u305f\u3089\u304b\u3057\u306f\u3001\u3053\u306e\u8003\u3048\u7d9a\u3051\u308b\u8ca0\u8377\u305d\u306e\u3082\u306e\u3092\u8133\u304b\u3089\u4e0b\u308d\u3059\u65b9\u6cd5<\/span>\u3067\u3082\u3042\u308b\u306e\u3067\u3059\u3002\u898b\u306a\u3051\u308c\u3070\u60a9\u307e\u306a\u3044\u3002\u60a9\u307e\u306a\u3051\u308c\u3070\u3001\u885d\u52d5\u7684\u306a\u58f2\u5374\u3082\u8d77\u304d\u307e\u305b\u3093\u3002<\/p>\n<p>WealthNavi\u306f\u4e0b\u843d\u6642\u306b\u3082\u81ea\u52d5\u3067\u30ea\u30d0\u30e9\u30f3\u30b9\uff08\u8cc7\u7523\u914d\u5206\u306e\u8abf\u6574\uff09\u3092\u884c\u3046\u305f\u3081\u3001\u653e\u7f6e\u3057\u3066\u3044\u3066\u3082\u5272\u5b89\u306b\u306a\u3063\u305f\u8cc7\u7523\u3092\u81ea\u52d5\u3067\u8cb7\u3044\u5897\u3059\u52b9\u679c\u304c\u50cd\u304d\u307e\u3059\u3002\u5224\u65ad\u3092\u624b\u653e\u3057\u3066\u3082\u3001\u4ed5\u7d44\u307f\u304c\u4ee3\u308f\u308a\u306b\u52d5\u3044\u3066\u304f\u308c\u308b\u308f\u3051\u3067\u3059\u3002<\/p>\n<h2>\u307b\u3063\u305f\u3089\u304b\u3057\u304c\u6700\u9069\u89e3\u306b\u306a\u308b\u6761\u4ef6\u3068\u5411\u3044\u3066\u3044\u308b\u4eba<\/h2>\n<p>WealthNavi\u306e\u904b\u7528\u5b9f\u7e3e\u306f\u3001\u307b\u3063\u305f\u3089\u304b\u3057\u3067\u3082\u5341\u5206\u306b\u8cc7\u7523\u304c\u5897\u3048\u3046\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u66b4\u843d\u6642\u306b\u58f2\u3089\u305a\u653e\u7f6e\u3057\u305f\u4eba\u307b\u3069\u9ad8\u3044\u30ea\u30bf\u30fc\u30f3\u3092\u5f97\u3066\u304a\u308a\u3001\u9000\u5c48\u306b\u601d\u3048\u308b\u904b\u7528\u3053\u305d\u304c\u9577\u671f\u3067\u306f\u52dd\u3061\u3084\u3059\u3044\u6226\u7565\u3067\u3059\u3002<\/p>\n<p>\u305f\u3060\u3057\u3001\u653e\u7f6e\u304c\u3046\u307e\u304f\u6a5f\u80fd\u3059\u308b\u306b\u306f\u6761\u4ef6\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<div class=\"st-mybox  has-title \" style=\"background:#FAFAFA;border-color:#BDBDBD;border-width:2px;border-radius:5px;margin: 25px 0;\"><p class=\"st-mybox-title\" style=\"color:#757575;font-weight:bold;text-shadow: #fff 3px 0px 0px, #fff 2.83487px 0.981584px 0px, #fff 2.35766px 1.85511px 0px, #fff 1.62091px 2.52441px 0px, #fff 0.705713px 2.91581px 0px, #fff -0.287171px 2.98622px 0px, #fff -1.24844px 2.72789px 0px, #fff -2.07227px 2.16926px 0px, #fff -2.66798px 1.37182px 0px, #fff -2.96998px 0.42336px 0px, #fff -2.94502px -0.571704px 0px, #fff -2.59586px -1.50383px 0px, #fff -1.96093px -2.27041px 0px, #fff -1.11013px -2.78704px 0px, #fff -0.137119px -2.99686px 0px, #fff 0.850987px -2.87677px 0px, #fff 1.74541px -2.43999px 0px, #fff 2.44769px -1.73459px 0px, #fff 2.88051px -0.838246px 0px;background: linear-gradient(0deg,#FAFAFA 0%,#FAFAFA 55%,rgba(0,0,0,0) 55%,rgba(0,0,0,0) 100%);\"><i class=\"st-fa st-svg-list-ol st-css-no\" aria-hidden=\"true\"><\/i>\u653e\u7f6e\u304c\u6700\u9069\u89e3\u306b\u306a\u308b3\u3064\u306e\u6761\u4ef6<\/p><div class=\"st-in-mybox\">\n<ul>\n<li><strong>\u751f\u6d3b\u9632\u885b\u8cc7\u91d1\u304c\u5225\u306b\u3042\u308b<\/strong>\uff1a6\u30f6\u6708\u301c1\u5e74\u5206\u306e\u751f\u6d3b\u8cbb\u3092\u9810\u8caf\u91d1\u3067\u78ba\u4fdd<\/li>\n<li><strong>10\u5e74\u4ee5\u4e0a\u306e\u6295\u8cc7\u671f\u9593\u3092\u60f3\u5b9a<\/strong>\uff1a\u77ed\u671f\u3067\u4f7f\u3046\u4e88\u5b9a\u306e\u304a\u91d1\u306f\u5165\u308c\u306a\u3044<\/li>\n<li><strong>\u66b4\u843d\u6642\u306b\u898b\u306a\u3044\u4ed5\u7d44\u307f\u3092\u4f5c\u308b<\/strong>\uff1a\u30a2\u30d7\u30ea\u306e\u901a\u77e5\u3092\u30aa\u30d5\u306b\u3059\u308b\u3001\u30ed\u30b0\u30a4\u30f3\u983b\u5ea6\u3092\u6e1b\u3089\u3059<\/li>\n<\/ul>\n<\/div><\/div>\n<p>\u7279\u306b\u614e\u91cd\u306a\u30bf\u30a4\u30d7\u306e\u4eba\u306f\u3001\u89e6\u3089\u306a\u3044\u74b0\u5883\u3092\u5148\u306b\u6574\u3048\u3066\u304a\u304f\u3053\u3068\u304c\u5927\u5207\u3067\u3059\u3002\u6bce\u65e5\u6b8b\u9ad8\u3092\u898b\u308b\u7fd2\u6163\u304c\u3042\u308b\u3068\u3001\u4e0b\u843d\u6642\u306b\u4e0d\u5b89\u304c\u5897\u5e45\u3057\u307e\u3059\u3002\u30c1\u30a7\u30c3\u30af\u306f\u67081\u56de\u3068\u6c7a\u3081\u3066\u304a\u304f\u3060\u3051\u3067\u3082\u3001\u4f59\u8a08\u306a\u5224\u65ad\u3092\u907f\u3051\u3089\u308c\u307e\u3059\u3002<\/p>\n<div class=\"st-kaiwa-box clearfix kaiwaicon1\">\r\n\t<div class=\"st-kaiwa-face\"><img decoding=\"async\" src=\"https:\/\/wismoney.jp\/chokin\/expert\/wp-content\/uploads\/2026\/01\/1111-300x300.jpg\" alt=\"FP\" width=\"100\" height=\"100\">\r\n\t\t<div class=\"st-kaiwa-face-name\">FP<\/div>\r\n\t<\/div>\r\n\t<div class=\"st-kaiwa-area\">\r\n\t\t<div class=\"st-kaiwa-hukidashi\">\u304a\u3059\u3059\u3081\u306f\u3001\u66b4\u843d\u3057\u305f\u3089\u3080\u3057\u308d\u30ed\u30b0\u30a4\u30f3\u3057\u306a\u3044\u3068\u5148\u306b\u6c7a\u3081\u3066\u3057\u307e\u3046\u3053\u3068\u3067\u3059\u3002\u5224\u65ad\u529b\u304c\u5fc5\u8981\u306a\u5834\u9762\u3067\u3001\u3042\u3048\u3066\u5224\u65ad\u3057\u306a\u3044\u3002\u30b7\u30f3\u30d7\u30eb\u3067\u3059\u304c\u3001\u9577\u304f\u7d9a\u3051\u3066\u3044\u308b\u65b9\u307b\u3069\u81ea\u7136\u306b\u3053\u306e\u30b9\u30bf\u30a4\u30eb\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/div>\r\n\t<\/div>\r\n<\/div>\n<p>\u7d50\u8ad6\u3068\u3057\u3066\u3001WealthNavi\u306e\u904b\u7528\u5b9f\u7e3e\u304c\u6559\u3048\u3066\u304f\u308c\u308b\u306e\u306f\u3001<span class=\"st-mymarker-s\">\u9000\u5c48\u306a\u904b\u7528\u3053\u305d\u6700\u5f8c\u306b\u52dd\u3061\u3084\u3059\u3044<\/span>\u3068\u3044\u3046\u4e8b\u5b9f\u3067\u3059\u3002\u66b4\u843d\u304c\u6765\u3066\u3082\u614c\u3066\u305a\u3001\u751f\u6d3b\u9632\u885b\u8cc7\u91d1\u3092\u78ba\u4fdd\u3057\u305f\u3046\u3048\u3067\u653e\u7f6e\u3059\u308b\u3002\u3053\u308c\u304c\u3001\u614e\u91cd\u306a\u4eba\u306b\u3068\u3063\u3066\u3082\u6700\u3082\u30b7\u30f3\u30d7\u30eb\u3067\u518d\u73fe\u3057\u3084\u3059\u3044\u8cc7\u7523\u5f62\u6210\u306e\u65b9\u6cd5\u3067\u3059\u3002<\/p>\n<h2>WealthNavi\u306e\u307b\u3063\u305f\u3089\u304b\u3057\u904b\u7528\u306b\u95a2\u3059\u308b\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n<h3>\u66b4\u843d\u6642\u306f\u672c\u5f53\u306b\u58f2\u3089\u306a\u3044\u65b9\u304c\u3044\u3044\u306e\u3067\u3059\u304b\uff1f<\/h3>\n<p>\u904e\u53bb\u306e\u30e2\u30c7\u30eb\u30b1\u30fc\u30b9\u3067\u306f\u3001\u66b4\u843d\u3092\u542b\u3080\u671f\u9593\u3067\u3082<span class=\"st-mymarker-s\">\u58f2\u3089\u305a\u7d9a\u3051\u305f\u5834\u5408\u306b\u7d2f\u7a4d\u3067\u5927\u304d\u304f\u30d7\u30e9\u30b9<\/span>\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u76f8\u5834\u306e\u56de\u5fa9\u306f\u77ed\u671f\u9593\u306b\u96c6\u4e2d\u3059\u308b\u305f\u3081\u3001\u614c\u3066\u3066\u58f2\u308b\u3068\u56de\u5fa9\u5c40\u9762\u3092\u9003\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002\u305f\u3060\u3057\u904e\u53bb\u306e\u5b9f\u7e3e\u3067\u3042\u308a\u3001\u5c06\u6765\u3092\u4fdd\u8a3c\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<h3>WealthNavi\u306f\u5c11\u984d\u304b\u3089\u3067\u3082\u59cb\u3081\u3089\u308c\u307e\u3059\u304b\uff1f<\/h3>\n<p>\u30e2\u30c7\u30eb\u30b1\u30fc\u30b9\u306f\u521d\u56de100\u4e07\u5186\uff0b\u6bce\u67083\u4e07\u5186\u3067\u3059\u304c\u3001\u3053\u308c\u306f\u5b9f\u7e3e\u7d39\u4ecb\u306e\u305f\u3081\u306e\u6761\u4ef6\u3067\u3059\u3002\u5b9f\u969b\u306b\u306f\u5c11\u984d\u306e\u7a4d\u7acb\u304b\u3089\u3067\u3082\u540c\u3058\u8003\u3048\u65b9\u3067\u904b\u7528\u3067\u304d\u3001\u307e\u3068\u307e\u3063\u305f\u8cc7\u91d1\u304c\u306a\u304f\u3066\u3082\u59cb\u3081\u3089\u308c\u307e\u3059\u3002\u6700\u4f4e\u6295\u8cc7\u984d\u306f\u5909\u66f4\u3055\u308c\u308b\u5834\u5408\u304c\u3042\u308b\u305f\u3081\u3001\u6700\u65b0\u306e\u6761\u4ef6\u306f\u516c\u5f0f\u30b5\u30a4\u30c8\u3067\u3054\u78ba\u8a8d\u304f\u3060\u3055\u3044\u3002<\/p>\n<h3>\u307b\u3063\u305f\u3089\u304b\u3057\u3067\u3082\u3001\u307e\u3063\u305f\u304f\u78ba\u8a8d\u3057\u306a\u304f\u3066\u5927\u4e08\u592b\u3067\u3059\u304b\uff1f<\/h3>\n<p>\u6bce\u65e5\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3080\u3057\u308d\u78ba\u8a8d\u983b\u5ea6\u3068\u904b\u7528\u6210\u7e3e\u306b\u6b63\u306e\u76f8\u95a2\u306f\u306a\u304f\u3001\u898b\u308b\u307b\u3069\u4e0d\u5b89\u3067\u58f2\u308a\u305f\u304f\u306a\u308a\u304c\u3061\u3067\u3059\u3002\u67081\u56de\u7a0b\u5ea6\u3001\u8cc7\u7523\u72b6\u6cc1\u3068\u30e9\u30a4\u30d5\u30d7\u30e9\u30f3\u306e\u5909\u5316\u3092\u898b\u76f4\u3059\u7a0b\u5ea6\u3067\u5341\u5206\u3067\u3059\u3002<\/p>\n<h3>\u65b0NISA\u3068\u4f75\u7528\u3067\u304d\u307e\u3059\u304b\uff1f<\/h3>\n<p>WealthNavi\u306b\u306f\u65b0NISA\u306b\u5bfe\u5fdc\u3057\u305f\u300c\u304a\u307e\u304b\u305bNISA\u300d\u304c\u3042\u308a\u3001\u975e\u8ab2\u7a0e\u67a0\u3092\u4f7f\u3063\u305f\u904b\u7528\u304c\u53ef\u80fd\u3067\u3059\u3002\u975e\u8ab2\u7a0e\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u53d7\u3051\u305f\u3044\u5834\u5408\u306f\u5bfe\u5fdc\u30d7\u30e9\u30f3\u3092\u9078\u3076\u3068\u3088\u3044\u3067\u3057\u3087\u3046\u3002<\/p>\n<h3>\u307b\u3063\u305f\u3089\u304b\u3057\u904b\u7528\u304c\u5411\u304b\u306a\u3044\u4eba\u306f\u3044\u307e\u3059\u304b\uff1f<\/h3>\n<p>\u8fd1\u3044\u3046\u3061\u306b\u4f7f\u3046\u4e88\u5b9a\u306e\u3042\u308b\u304a\u91d1\u3067\u904b\u7528\u3059\u308b\u4eba\u3001\u751f\u6d3b\u9632\u885b\u8cc7\u91d1\u3092\u78ba\u4fdd\u305b\u305a\u306b\u6295\u8cc7\u3059\u308b\u4eba\u3001\u5024\u52d5\u304d\u3092\u898b\u308b\u3068\u5224\u65ad\u3092\u5909\u3048\u3066\u3057\u307e\u3046\u4eba\u306b\u306f\u5411\u304d\u307e\u305b\u3093\u3002\u5143\u672c\u5272\u308c\u306e\u30ea\u30b9\u30af\u304c\u3042\u308b\u5546\u54c1\u3067\u3042\u308b\u70b9\u3068\u3001\u624b\u6570\u6599\u304c\u5e74\u73871%\uff08\u7a0e\u8fbc1.1%\uff09\u304b\u304b\u308b\u70b9\u3082\u3001\u59cb\u3081\u308b\u524d\u306b\u7406\u89e3\u3057\u3066\u304a\u304f\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>WealthNavi\u3067\u3044\u3046\u307b\u3063\u305f\u3089\u304b\u3057\u3068\u306f\u3001\u521d\u671f\u8a2d\u5b9a\u306e\u3042\u3068\u306f\u58f2\u8cb7\u5224\u65ad\u3092\u305b\u305a\u3001\u81ea\u52d5\u7a4d\u7acb\u3068\u81ea\u52d5\u30ea\u30d0\u30e9\u30f3\u30b9\u306b\u4efb\u305b\u7d9a\u3051\u308b\u3053\u3068\u3067\u3059\u3002\u7d50\u8ad6\u304b\u3089\u8a00\u3046\u3068\u3001\u904e\u53bb\u306e\u904b\u7528\u5b9f\u7e3e\u3067\u306f\u3001\u66b4\u843d\u6642\u306b\u58f2\u3089\u305a\u7a4d\u7acb\u3092\u7d9a\u3051\u305f\u4eba\u307b\u3069\u9ad8\u3044\u30ea\u30bf\u30fc &#8230; 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