55週目 (累計:+229,333円, 前週差:+142,262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。
55週目の購入数を以下に示します。(注文日:2021/8/21)
銘柄 | 55週目:購入数 | 55週目:購入額 (円) |
VEA (株,先進国ドル建て) | 4 | 22993 |
VWO (株,途上国ドル建て) | 6 | 33208 |
1306 (株,日本円建て) | 20 | 39200 |
FXI (中国大型株) | 10 | 43359 |
FEZ (株,ユーロ) | 5 | 26311 |
HYG (社債) | 1 | 9710 |
TIP (国債,期限:短) | 0 | 0 |
BND (国債,期限:中) | 0 | 0 |
TLT (国債,期限:長) | 0 | 0 |
GDX (金鉱山) | 3 | 10541 |
IAU (金) | 1 | 3813 |
SLV (銀) | 6 | 14564 |
1541 (プラチナ) | 6 | 19770 |
JJM (ベースメタル) | 2 | 13352 |
1671 (原油) | 17 | 22814 |
DBA (農作物) | 3 | 6310 |
合計 | N/A | 265945 |
2021/8/28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 | 97 | 550000 | 559040 | 10 | 10 | 501404 | 57636 |
VWO | 101 | 550000 | 570778 | 10 | 10.21 | 549187 | 21591 |
1306 | 280 | 550000 | 556920 | 10 | 9.96 | 531350 | 25570 |
FXI | 129 | 550000 | 568758 | 10 | 10.18 | 628089 | -59331 |
FEZ | 106 | 550000 | 557352 | 10 | 9.97 | 489750 | 67602 |
HYG | 57 | 550000 | 550707 | 10 | 9.85 | 539656 | 11051 |
TIP | 15 | 220000 | 214171 | 4 | 3.83 | 207876 | 6295 |
BND | 17 | 165000 | 161463 | 3 | 2.89 | 161471 | -8 |
TLT | 9 | 165000 | 147750 | 3 | 2.64 | 146179 | 1571 |
GDX | 48 | 165000 | 171930 | 3 | 3.08 | 186926 | -14996 |
IAU | 44 | 165000 | 167317 | 3 | 2.99 | 173070 | -5753 |
SLV | 140 | 330000 | 343381 | 6 | 6.14 | 360627 | -17246 |
1541 | 101 | 330000 | 330775 | 6 | 5.92 | 337994 | -7219 |
JJM | 42 | 275000 | 282055 | 5 | 5.05 | 241815 | 40240 |
1671 | 200 | 275000 | 294800 | 5 | 5.27 | 210306 | 84494 |
DBA | 53 | 110000 | 112471 | 2 | 2.01 | 94635 | 17836 |
合計 | N/A | 5500000 | 5589668 | 100 | 100 | 5360335 | 229333 |
【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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