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 22th,May, 2023: My market value ( Investment trust + ETF)

Hi, Guys.

Last week, I was assigned in new projec, therefore, my busy days started.

 

Maybe, this project will give me good effects for new my career.

 

Anyway,

I will talk about hte my asset!

As of May;

 

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

・・・¥3,536

 

Total purchasing: ¥42,536

 

Profit or Loss

Principal                      : ¥4,078,768

Estimated Value           : ¥4,540,457

Expexted Profit or Loss:     ¥461,688

 

Rate of expexted profit or Loss: +11.32%

 

2023/05

【My impression】

For a new NISA system, I want to invest S&P 500 Dividend Aristocrats.

However, in Japan the least cost asset is tracer series by Nikko asset management.

I hope that SBI or Emaxis Slim release this asset fund.