長期:48週目
投資戦略については、「長期投資について(方針確定)」をご参照ください。
48週目の購入数を以下に示します。(注文日:2021/07/04)
銘柄 | 48週目:購入数 | 48週目:購入額 (円) |
VEA (株,先進国ドル建て) | 2 | 11596 |
VWO (株,途上国ドル建て) | 3 | 17877 |
1306 (株,日本円建て) | 0 | 0 |
FXI (中国大型株) | 4 | 19918 |
FEZ (株,ユーロ) | 3 | 15698 |
HYG (社債) | 1 | 9842 |
TIP (国債,期限:短) | 0 | 0 |
BND (国債,期限:中) | 1 | 9612 |
TLT (国債,期限:長) | 0 | 0 |
GDX (金鉱山) | 0 | 0 |
IAU (金) | 1 | 3845 |
SLV (銀) | 0 | 0 |
1541 (プラチナ) | 1 | 3685 |
JJM (ベースメタル) | 0 | 0 |
1671 (原油) | 0 | 0 |
DBA (農作物) | 0 | 0 |
合計 | N/A | 92073 |
2021/07/10 21:15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 | 83 | 480000 | 474,127 | 10 | 10.13 | 421,232 | 52,895 |
VWO | 80 | 480000 | 466,859 | 10 | 9.97 | 429,828 | 37,031 |
1306 | 230 | 480000 | 456,090 | 10 | 9.74 | 432,260 | 23,830 |
FXI | 95 | 480000 | 461,996 | 10 | 9.87 | 473,136 | -11,140 |
FEZ | 91 | 480000 | 470,008 | 10 | 10.04 | 411,958 | 58,050 |
HYG | 49 | 480000 | 474,966 | 10 | 10.15 | 461,742 | 13,224 |
TIP | 13 | 192000 | 183,189 | 4 | 3.91 | 179,228 | 3,961 |
BND | 15 | 144000 | 142,423 | 3 | 3.04 | 142,323 | 100 |
TLT | 8 | 144000 | 129,122 | 3 | 2.76 | 129,743 | -621 |
GDX | 37 | 144000 | 140,076 | 3 | 2.99 | 146,872 | -6,796 |
IAU | 38 | 144000 | 144,113 | 3 | 3.08 | 150,402 | -6,289 |
SLV | 105 | 288000 | 279,775 | 6 | 5.98 | 272,191 | 7,584 |
1541 | 78 | 288000 | 279,630 | 6 | 5.97 | 259,189 | 20,441 |
JJM | 36 | 240000 | 237,071 | 5 | 5.06 | 201,331 | 35,740 |
1671 | 162 | 240000 | 249,966 | 5 | 5.34 | 155,456 | 94,510 |
DBA | 47 | 96000 | 91,685 | 2 | 1.96 | 82,364 | 9,321 |
合計 | N/A | 4800000 | | 100 | 100 | 4,349,255 | 331,841 |
【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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