Hey guys.
Since the new NISA started this year, the assets in the specified account were transferred to the new NISA account, so taxes are collected and profits are slightly reduced.
To further simplify the asset tally, I have reorganized the mutual funds that I accumulate.
Specifically, I removed the accumulation of Japanese and developed country REITs and Dow mutual funds and replaced them with eMAXIS Slim Balanced (8-asset equalization type).
However, since the ratios in this fund are all 15%, which is less than the ideal portfolio ratio I am looking for, I am also continuing to purchase emerging market assets and other assets to satisfy this requirement.
As of Jan;
Nissei TOPIX Index
・・・￥4,000
Nissei stock price of Foreign countries Index
・・・￥5,000
e-maxis Slim Stock price Index of emerging countries
・・・￥7,000
i Free Bond Index of emerging countries
・・・￥7,000
eMAXIS Slim Balanced (8-asset equalization type)
・・・￥13,000
SBI i shares gold fund ( No hedge)
・・・￥2,000
i Shares MSCI Frontier market ETF
・・・￥3,927
Total purchasing: ￥41,927
Profit or Loss
Principal : ￥4,490,826
Estimated Value : ￥5,291,629
Expexted Profit or Loss: ￥800,803
【My impression】
Many brokerage firms have begun to consider expanding the limit for mutual fund savings using credit cards from 50,000 yen to 100,000 yen.
This news is good for me, however, I don't have money to invest quota expanding.
