{"id":125,"date":"2025-09-10T12:15:54","date_gmt":"2025-09-10T12:15:54","guid":{"rendered":"https:\/\/mueckinvest.de\/?page_id=125"},"modified":"2026-04-01T10:00:00","modified_gmt":"2026-04-01T08:00:00","slug":"%e3%83%aa%e3%83%90%e3%83%a9%e3%83%b3%e3%82%b9","status":"publish","type":"page","link":"https:\/\/mueckinvest.com\/ja\/rebalancing\/","title":{"rendered":"\u30d0\u30e9\u30f3\u30b9\u8abf\u6574"},"content":{"rendered":"<h3 class=\"wp-block-heading\">\u306a\u305c\u91cd\u8981\u306a\u306e\u304b:<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8cc7\u6226\u7565\u304c\u9577\u671f\u7684\u306b\u5b89\u5b9a\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u305f\u3081\u306b\u3001Wikifolio\u306e\u69cb\u6210\u306f\u5b9a\u671f\u7684\u306b\u898b\u76f4\u3055\u308c\u3001\u8abf\u6574\u3055\u308c\u307e\u3059\u3002\u3053\u306e\u30d7\u30ed\u30bb\u30b9\u306f <strong>\u30d0\u30e9\u30f3\u30b9\u8abf\u6574<\/strong>. \u3053\u308c\u306b\u3088\u308a\u3001\u4fa1\u683c\u5909\u52d5\u306b\u3088\u308a\u500b\u3005\u306e\u69cb\u6210\u8981\u7d20\u306e\u91cd\u307f\u4ed8\u3051\u304c\u5909\u66f4\u3055\u308c\u305f\u5834\u5408\u3001\u5143\u306e\u91cd\u307f\u4ed8\u3051\u306b\u623b\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f8b\u3048\u3070\u3001\u682a\u4fa1\u304c\u6025\u9a30\u3057\u305f\u5834\u5408\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u304a\u3051\u308b\u305d\u306e\u9298\u67c4\u306e\u6bd4\u7387\u306f\u81ea\u52d5\u7684\u306b\u5897\u52a0\u3057\u307e\u3059\u3002\u30ea\u30d0\u30e9\u30f3\u30b9\u3068\u306f\u3001\u3053\u3046\u3057\u305f\u4e0a\u6607\u5206\u306e\u4e00\u90e8\u3092\u4ed6\u306e\u8cc7\u7523\u30af\u30e9\u30b9\u306b\u518d\u914d\u5206\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u30ea\u30b9\u30af\u306e\u30d0\u30e9\u30f3\u30b9\u304c\u4fdd\u305f\u308c\u3001\u6226\u7565\u306f\u5f53\u521d\u306e\u6295\u8cc7\u5bfe\u8c61\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"281\" src=\"https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901-1024x281.png\" alt=\"\" class=\"wp-image-766\" srcset=\"https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901-1024x281.png 1024w, https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901-300x82.png 300w, https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901-768x211.png 768w, https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901-1530x420.png 1530w, https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901.png 1536w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udc49 \u79c1\u306eWikifolio\u306e\u30d0\u30e9\u30f3\u30b9\u8abf\u6574\u4e2d\u3067\u3059 <strong>\u5e38\u306b\u65b0\u3057\u3044\u56db\u534a\u671f\u306e\u521d\u3081\u306b<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a73\u7d30\u306b\u3064\u3044\u3066\u306f\u3001\u95a2\u9023\u6587\u66f8\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002 <a href=\"https:\/\/mueckinvest.com\/ja\/%f0%9f%94%84-%e3%83%90%e3%83%a9%e3%83%b3%e3%82%b9%e8%aa%bf%e6%95%b4\/\" title=\"\ud83d\udd04 \u30d0\u30e9\u30f3\u30b9\u8abf\u6574\">\u30c8\u30d4\u30c3\u30af\u306e\u8a73\u7d30<\/a>.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"background-color:#f5eac1;padding-top:6vw;padding-right:6vw;padding-bottom:6vw;padding-left:6vw\">\n<div class=\"wp-block-group is-vertical is-nowrap is-layout-flex wp-container-core-group-is-layout-baa59eca wp-block-group-is-layout-flex\" style=\"padding-right:0;padding-left:0\">\n<h2 class=\"wp-block-heading\">Excel\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3092\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9<\/h2>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"block-1401cc4e-a420-4bc1-9ddd-3fc667b8d1c4\">\u518d\u8abf\u6574\u63aa\u7f6e\u306e\u5b8c\u5168\u306a\u6982\u8981\u306f\u3001Excel \u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3068\u3057\u3066\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3067\u304d\u307e\u3059\u3002.&nbsp;<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<a href=\"https:\/\/mueckinvest.com\/ja\/Apps\/Wikifolio%20Rebalancing%20\u00dcbersicht.xlsx\/\" download>\n    \u30d5\u30a1\u30a4\u30eb\u3092\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\n<\/a>\n\n<\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">\u3053\u308c\u307e\u3067\u306b\u5b9f\u65bd\u3055\u308c\u305f\u3059\u3079\u3066\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\u63aa\u7f6e\u306e\u6982\u8981:<\/h2>\n\n\n\n\n    <style>\n        .rebalancing-year-select {\n            margin-bottom: 15px;\n        }\n        .rebalancing-year-select select {\n            padding: 6px 10px;\n            font-size: 16px;\n            border-radius: 6px;\n            border: 1px solid #ccc;\n        }\n        @media (prefers-color-scheme: dark) {\n            .rebalancing-year-select select {\n                background: #222;\n                color: #fff;\n                border-color: #555;\n            }\n        }\n        .rebalancing-all-list {\n            list-style: none;\n            padding-left: 0;\n            margin: 0;\n        }\n        .rebalancing-all-list li {\n            margin-bottom: 6px;\n        }\n    <\/style>\n    <div class=\"rebalancing-year-select\"><select id=\"rebalancing-year\"><option value=\"2026\" selected>2026<\/option><\/select><\/div><ul class=\"rebalancing-all-list\" id=\"rebalancing-list\"><li data-year=\"2026\">\n                        <a href=\"https:\/\/mueckinvest.com\/ja\/04/01/2026-rebalancing\/\">04/01/2026: Rebalancing<\/a>\n                    <\/li><li data-year=\"2026\">\n                        <a href=\"https:\/\/mueckinvest.com\/ja\/rebalancing-01/02/2026\/\">01/02/2026: Rebalancing<\/a>\n                    <\/li><\/ul>\n    <script>\n    document.addEventListener(\"DOMContentLoaded\", function() {\n        const select = document.getElementById(\"rebalancing-year\");\n        const items = document.querySelectorAll(\"#rebalancing-list li\");\n\n        function filter() {\n            const year = select.value;\n            items.forEach(item => {\n                item.style.display = (item.dataset.year === year) ? \"\" : \"none\";\n            });\n        }\n\n        select.addEventListener(\"change\", filter);\n\n        \/\/ Initial filtern\n        filter();\n    });\n    <\/script>","protected":false},"excerpt":{"rendered":"<p>Warum es wichtig ist: Damit eine Anlagestrategie langfristig stabil bleibt, wird die Zusammensetzung der Wikifolios regelm\u00e4\u00dfig \u00fcberpr\u00fcft und angepasst. Dieses Vorgehen nennt man Rebalancing. Dabei werden die urspr\u00fcnglichen Gewichtungen der einzelnen Bausteine wiederhergestellt, wenn sie sich durch Kursbewegungen verschoben haben. Ein Beispiel: Steigen Aktien stark im Wert, nehmen sie im Portfolio automatisch mehr Raum ein. Beim Rebalancing wird ein Teil dieser Gewinne realisiert und in andere Anlageklassen umgeschichtet. So bleibt das Risiko im Gleichgewicht und die Strategie beh\u00e4lt ihre urspr\u00fcngliche Ausrichtung. \ud83d\udc49 Das Rebalancing meiner Wikifolios erfolgt immer zum Beginn des neuen Quartals. Weitere Details finden Sie im entsprechenden Themen Deep-Dive. Download Excel-Tabelle Eine vollst\u00e4ndige \u00dcbersicht der Rebalancing Ma\u00dfnahmen steht [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-no-sidebar","meta":{"pmpro_default_level":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-125","page","type-page","status-publish","hentry","pmpro-has-access"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/mueckinvest.com\/ja\/wp-json\/wp\/v2\/pages\/125","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mueckinvest.com\/ja\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/mueckinvest.com\/ja\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/mueckinvest.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mueckinvest.com\/ja\/wp-json\/wp\/v2\/comments?post=125"}],"version-history":[{"count":9,"href":"https:\/\/mueckinvest.com\/ja\/wp-json\/wp\/v2\/pages\/125\/revisions"}],"predecessor-version":[{"id":4405,"href":"https:\/\/mueckinvest.com\/ja\/wp-json\/wp\/v2\/pages\/125\/revisions\/4405"}],"wp:attachment":[{"href":"https:\/\/mueckinvest.com\/ja\/wp-json\/wp\/v2\/media?parent=125"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}