ひたすのなかの島々

30代の独身男性が投資信託積立と貯金箱とαを綴る。最近は英語勉強記録になりつつあります。

As of 31th, Dec, 2021: My market value ( Investment trust + ETF)

Hi, I'm Hitasu.

This year will end soon.

Anyway, I need to record my asset.

 

As of Dec;

 

Nissei TOPIX Index

・・・¥4,000

 

Nissei J-REIT Index

・・・¥1,000

 

i Free NY Dow Index

・・・¥3,000

 

Nissei stock price of Foreign countries Index

・・・¥3,000

 

Tawara No-load Reit Index of developed countries

・・・¥1,000

 

e-maxis Slim Stock price Index of emerging countries 

・・・¥8,000

 

i Free Bond Index of emerging countries 

・・・¥6,000

 

i shares Gold Index ( No hedge)

・・・¥2,000

 

i Shares MSCI Frontier market ETF

・・・¥7,861( For buying 1ETF, I used distribution from the ETF)

 

Total purchasing: ¥36,861

 

Profit or Loss

Principal                       :¥3,069,423

Estimated Value           :¥3,717,555

Expexted Profit or Loss:    ¥648,132

 

Rate of expexted profit or Loss: +21.12%

 

f:id:hitasu:20211231215142p:plain

2021/12

【My impression】

This time, mutual funds purchased with the 2017 NISA quota have expired from NISA and have been transferred to a specific account.
As a result, the principal amount has increased more than the purchase amount.

 

In any case, I arrived at my highest amout asset.

If I could just get a raise, I will buy the mutual fund more next year.