52週目 (累計:+235,652円, 前週差:-27,510円)
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。
52週目の購入数を以下に示します。(注文日:2021/7/31)
銘柄 | 52週目:購入数 | 52週目:購入額 (円) |
VEA (株,先進国ドル建て) | 2 | 11549 |
VWO (株,途上国ドル建て) | 4 | 22817 |
1306 (株,日本円建て) | 0 | 0 |
FXI (中国大型株) | 9 | 40829 |
FEZ (株,ユーロ) | 2 | 10493 |
HYG (社債) | 1 | 9696 |
TIP (国債,期限:短) | 0 | 0 |
BND (国債,期限:中) | 1 | 9589 |
TLT (国債,期限:長) | 0 | 0 |
GDX (金鉱山) | 0 | 0 |
IAU (金) | 1 | 3809 |
SLV (銀) | 2 | 5193 |
1541 (プラチナ) | 3 | 10485 |
JJM (ベースメタル) | 1 | 6950 |
1671 (原油) | 0 | 0 |
DBA (農作物) | 0 | 0 |
合計 | N/A | 131410 |
2021/8/7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 | 91 | 520000 | 524860 | 10 | 10.23 | 466816 | 58044 |
VWO | 92 | 520000 | 520078 | 10 | 10.13 | 498951 | 21127 |
1306 | 260 | 520000 | 517920 | 10 | 10.09 | 492150 | 25770 |
FXI | 116 | 520000 | 516978 | 10 | 10.07 | 571095 | -54117 |
FEZ | 100 | 520000 | 524947 | 10 | 10.23 | 458140 | 66807 |
HYG | 53 | 520000 | 510629 | 10 | 9.95 | 500772 | 9857 |
TIP | 14 | 208000 | 199083 | 4 | 3.88 | 193567 | 5516 |
BND | 16 | 156000 | 152141 | 3 | 2.96 | 151912 | 229 |
TLT | 9 | 156000 | 146648 | 3 | 2.86 | 146179 | 469 |
GDX | 41 | 156000 | 150266 | 3 | 2.93 | 161804 | -11538 |
IAU | 41 | 156000 | 151532 | 3 | 2.95 | 161853 | -10321 |
SLV | 120 | 312000 | 297966 | 6 | 5.81 | 311733 | -13767 |
1541 | 89 | 312000 | 296815 | 6 | 5.78 | 298694 | -1879 |
JJM | 38 | 260000 | 254302 | 5 | 4.95 | 214913 | 39389 |
1671 | 178 | 260000 | 264508 | 5 | 5.15 | 180202 | 84306 |
DBA | 50 | 104000 | 104085 | 2 | 2.03 | 88325 | 15760 |
合計 | N/A | 5200000 | 5132758 | 100 | 100 | 4897106 | 235652 |
【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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