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 28th,Jan, 2023: My market value ( Investment trust + ETF)

Happy new year!!

How are you in this new year?

 

I am looking forward to gettting good perforamnce reviews from my boss next March!

 

As of Jan;

 

Nissei TOPIX Index

・・・¥4,000

 

Nissei J-REIT Index

・・・¥2,000

 

i Free NY Dow Index

・・・¥5,000

 

Nissei stock price of Foreign countries Index

・・・¥5,000

 

Tawara No-load Reit Index of developed countries

・・・¥2,000

 

e-maxis Slim Stock price Index of emerging countries 

・・・¥10,000

 

i Free Bond Index of emerging countries 

・・・¥9,000

 

i shares Gold Index ( No hedge)

・・・¥2,000

 

i Shares MSCI Frontier market ETF

・・・¥3,505

 

Total purchasing: ¥42,505

 

Profit or Loss

Principal                       :¥3,909,241

Estimated Value           :¥4,201,861

Expexted Profit or Loss:     ¥292,620

 

Rate of expexted profit or Loss: +7.49%

2023/01

【My impression】

As of April 2024, new NISA systems will start. 

I must think how to use my new NISA account effectively with this year's investments.

 

Maybe, this year, I save my money for the new NISA. Hence I will accumulate the same amounts every month as last year.