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%
【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.