３％上昇ですが、資金追加の寄与が半分でしょうね。
最高値更新です。
年初に１００万円成長枠で買う予定でしたが、高値圏なので躊躇してたらドンドン上がってしまいました。ここまできたら落ちるの待ちます。
待機資金が積みあがってます。
■資産状況
|
日付 |
DC |
待機資金 |
合計 |
|
|
1/13 |
20,380,409 |
7,138,581 |
4,463,411 |
31,982,401 |
|
1/6 |
20,462,059 |
7,071,882 |
3,615,163 |
31,149,104 |
|
12/30 |
20,490,072 |
7,100,785 |
3,615,363 |
31,206,220 |
|
12/23 |
20,345,051 |
7,098,812 |
3,616,163 |
31,060,026 |
|
12/16 |
20,918,511 |
6,946,630 |
2,905,957 |
30,770,598 |
|
12/9 |
20,307,822 |
7,085,835 |
3,005,957 |
30,399,614 |
|
12/2 |
20,675,895 |
7,054,314 |
3,006,457 |
30,736,666 |
|
11/25 |
20,831,304 |
7,038,787 |
3,006,957 |
30,877,048 |
|
11/18 |
20,851,978 |
7,103,146 |
2,899,490 |
30,854,614 |
|
11/11 |
20,398,461 |
7,033,490 |
2,641,239 |
30,073,190 |
|
11/3 |
19,750,224 |
6,884,241 |
2,540,036 |
29,174,501 |
|
10/28 |
19,130,991 |
6,795,860 |
2,640,036 |
28,566,887 |
|
10/21 |
18,960,949 |
6,770,112 |
3,140,036 |
28,871,097 |
|
10/14 |
19,313,176 |
6,858,703 |
3,140,036 |
29,311,915 |
|
10/7 |
18,723,779 |
6,733,588 |
3,140,036 |
28,597,403 |
|
9/30 |
18,669,838 |
6,809,406 |
3,340,036 |
28,819,280 |
|
9/23 |
18,380,869 |
6,858,585 |
3,540,036 |
28,779,490 |
|
9/16 |
18,931,573 |
6,861,662 |
3,540,036 |
29,333,271 |
|
9/9 |
18,628,144 |
6,858,484 |
3,540,036 |
29,026,664 |
|
9/2 |
18,605,769 |
6,894,485 |
3,438,008 |
28,938,262 |
|
8/26 |
18,091,637 |
6,806,443 |
3,538,008 |
28,436,088 |
|
8/19 |
17,955,980 |
6,830,931 |
3,538,272 |
28,325,183 |
|
8/12 |
18,165,409 |
6,789,633 |
3,538,272 |
28,493,314 |
|
8/5 |
18,068,139 |
6,764,946 |
3,538,272 |
28,371,357 |
|
7/29 |
17,854,154 |
6,707,916 |
3,435,390 |
27,997,460 |
|
7/22 |
18,027,532 |
6,738,467 |
3,229,338 |
27,995,337 |
|
7/15 |
17,672,376 |
6,607,898 |
3,229,338 |
27,509,885 |
|
7/8 |
17,336,921 |
6,788,206 |
3,729,758 |
27,854,885 |
|
7/1 |
17,602,806 |
6,857,915 |
3,399,819 |
27,860,540 |
|
6/24 |
17,317,063 |
6,755,730 |
3,399,819 |
27,472,612 |
|
6/17 |
17,235,048 |
6,620,186 |
3,400,449 |
27,255,683 |
|
6/10 |
17,985,291 |
6,552,655 |
1,995,927 |
26,533,873 |
|
6/3 |
17,566,111 |
6,550,199 |
1,892,109 |
26,008,419 |
|
5/27 |
17,476,859 |
6,530,336 |
1,735,117 |
25,742,312 |
|
5/21 |
17,551,863 |
6,532,960 |
1,735,117 |
25,819,940 |
|
5/13 |
17,006,128 |
6,432,531 |
1,735,117 |
25,173,776 |
|
5/3 |
17,738,384 |
6,552,988 |
1,254,402 |
25,545,774 |
|
4/29 |
17,188,041 |
6,396,748 |
1,254,402 |
24,839,191 |
|
4/22 |
17,178,673 |
6,384,352 |
1,254,402 |
24,817,427 |
|
4/15 |
17,145,107 |
6,383,303 |
1,060,900 |
24,589,310 |
|
4/8 |
16,843,161 |
6,291,155 |
1,064,670 |
24,198,986 |
|
4/1 |
16,944,293 |
6,265,866 |
806,354 |
24,016,513 |
|
3/25 |
16,039,012 |
6,198,792 |
806,354 |
23,044,158 |
|
3/18 |
16,473,602 |
6,263,995 |
806,354 |
23,354,951 |
|
3/11 |
16,397,761 |
6,243,284 |
1,324,354 |
23,965,399 |
|
3/4 |
16,566,560 |
6,215,542 |
1,335,354 |
24,117,456 |
|
2/25 |
16,249,259 |
6,197,737 |
1,349,735 |
23,796,731 |
|
2/18 |
16,575,751 |
6,219,755 |
1,349,735 |
24,144,950 |
|
2/11 |
16,422,751 |
6,150,799 |
1,143,027 |
23,716,577 |
|
2/4 |
16,142,648 |
6,129,282 |
1,143,027 |
23,414,957 |
|
1/28 |
15,791,695 |
6,148,812 |
1,143,027 |
23,083,534 |
|
1/21 |
15,404,199 |
6,103,320 |
1,091,391 |
22,598,910 |
|
1/7 |
15,256,583 |
6,073,362 |
1,091,391 |
22,421,336 |
|
12/31 |
15,943,663 |
6,092,507 |
157,687 |
22,193,857 |
|
12/24 |
14,712,890 |
6,060,540 |
1,237,687 |
22,020,117 |
|
12/4 |
15,414,954 |
6,386,590 |
1,214,465 |
23,016,009 |
|
11/26 |
15,383,043 |
6,437,421 |
1,214,465 |
23,034,929 |
|
11/20 |
15,202,225 |
6,377,883 |
1,214,465 |
22,794,573 |
|
11/12 |
15,351,830 |
6,371,160 |
1,214,465 |
22,937,455 |
|
11/5 |
15,001,330 |
6,485,582 |
1,214,465 |
22,701,377 |
|
10/29 |
14,906,868 |
6,427,231 |
1,205,465 |
22,539,564 |
|
10/23 |
15,233,271 |
6,364,080 |
578,666 |
22,176,017 |
|
10/15 |
14,811,088 |
6,145,737 |
578,666 |
21,605,491 |
|
10/8 |
15,017,355 |
6,299,483 |
578,666 |
21,895,504 |
|
10/1 |
14,288,071 |
6,175,993 |
678,666 |
21,142,730 |
|
9/23 |
13,968,924 |
6,347,021 |
1,678,666 |
21,994,611 |
|
9/17 |
14,103,383 |
6,435,864 |
1,878,666 |
22,417,913 |
|
9/9 |
14,777,064 |
6,527,163 |
1,615,943 |
22,920,170 |
|
9/3 |
14,026,636 |
6,306,634 |
1,745,943 |
22,079,213 |
|
8/27 |
13,791,872 |
6,358,643 |
2,245,943 |
22,396,458 |
|
8/20 |
13,991,430 |
6,439,638 |
2,245,943 |
22,677,011 |
■積立目途（2023/12/23更新）
・三菱UFJ国際-eMAXIS Slim 全世界株式 毎月40万(カブコム+monex+sbi+楽天+コネクト)
・確定拠出年金 毎月2万
合計 毎月42万円
■待機資金の追加（2021/12/30更新）
・ラテマネー（コーヒーフィルター使い切ったら1万円）
・持株会の株が単位株になったら売却して待機資金に追加
■スイッチタイミング（2021/12/30更新）
債券の利率が高くなってきたら投資信託のスイッチを行います。
全世界株式をメインでスイッチし、リートは利率が債権の利率に負けてるようであればスイッチ。
年金受給開始して生活が安定するようであればそこからはバランスファンドにスイッチ。
