長期:13週目
投資戦略については、「長期投資について(2800→FXI)」をご参照ください。
13週目の購入数を以下に示します。
銘柄 | 13週目:購入数 | 13週目:購入額 (円) |
VEA (株,先進国ドル建て) | 3 | 13,308 |
VWO (株,途上国ドル建て) | 2 | 9,850 |
1306 (株,日本円建て) | 10 | 16,520 |
FXI (中国大型株) | 2 | 9,999 |
FEZ (株,ユーロ) | 6 | 22,823 |
HYG (社債) | 2 | 18,634 |
1629 (日本の商社) | 0 | 0 |
TIP (国債,期限:短) | 0 | 0 |
BND (国債,期限:中) | 1 | 9,744 |
TLT (国債,期限:長) | 0 | 0 |
GDX (金鉱山) | 1 | 4,236 |
IAU (金) | 2 | 4,013 |
SLV (銀) | 4 | 9,910 |
1541 (プラチナ) | 4 | 9,910 |
JJM (ベースメタル) | 1 | 5,143 |
1671 (原油) | 16 | 5,143 |
DBA (農作物) | 2 | 3,231 |
合計 | N/A | 149,463 |
2020/11/04 8:02時点での評価額を以下に示します。
銘柄 | 所持 数量 | 目標時価 評価額 | 実際の 評価額 | 目標 比率 | 実際 比率 | 合計消 費金額 | 損益 |
VEA | 29 | 123,500 | 124,182 | 9.5 | 9.9 | 132,129 | -7,947 |
VWO | 26 | 123,500 | 120,960 | 9.5 | 9.6 | 126,199 | -5,239 |
1306 | 70 | 123,500 | 116,900 | 9.5 | 9.3 | 117,460 | -560 |
FXI | 26 | 123,500 | 122,564 | 9.5 | 9.7 | 120,319 | 2,245 |
FEZ | 35 | 123,500 | 129,306 | 9.5 | 10.3 | 142,612 | -13,306 |
HYG | 14 | 123,500 | 123,618 | 9.5 | 9.8 | 130,637 | -7,019 |
1629 | 1 | 39,000 | 30,600 | 3 | 2.4 | 31,450 | -850 |
TIP | 3 | 52,000 | 39,298 | 4 | 3.1 | 41,861 | -2,563 |
BND | 4 | 39,000 | 36,612 | 3 | 2.9 | 38,959 | -2,347 |
TLT | 2 | 39,000 | 36,612 | 3 | 2.6 | 34,432 | -1,459 |
GDX | 9 | 39,000 | 37,052 | 3 | 2.9 | 40,272 | -3,220 |
IAU | 20 | 39,000 | 38,000 | 3 | 3.0 | 41,065 | -3,065 |
SLV | 28 | 65,000 | 65,703 | 5 | 5.2 | 73,513 | -7,810 |
1541 | 33 | 91,000 | 89,133 | 7 | 7.1 | 95,851 | -6,718 |
JJM | 13 | 60,000 | 63,386 | 5 | 5.0 | 65,177 | -1,791 |
1671 | 88 | 60,000 | 63,272 | 5 | 5.0 | 71,891 | -8,619 |
DBA | 17 | 26,000 | 25,989 | 2 | 2.1 | 27,572 | -1,583 |
合計 | N/A | 1,300,000 | 1,259,548 | 100 | 100 | 1,331,399 | -71,851 |
【方針】
・毎週、目標時価評価額の合計を10万ずつ増やしていく。
・「実際の評価額」が「目標時価評価額」に近くなるように、毎週買い増す。
↓高橋ダンさんの書籍はこちら (1580円、2020年9月16日 発売)
世界のお金持ちが実践するお金の増やし方 [ 高橋 ダン ]
世界のお金持ちが実践するお金の増やし方【電子書籍】[ 高橋ダン ]
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