ENG ver.
Hello, this is Pooh.
I would like to share with you the status of my investment portfolio as of May 31, 2023.
I regularly check my assets and follow a long-term accumulation investment and Buy & Hold strategy.
Please take a look for reference.
I regularly check my investment portfolio.
Total Financial Assets: ¥ 5,091,058
Here is the performance for April
The financial assets as of the previous check (April 30) were ¥4,810,751.
It increased by ¥280,307 since the previous check.
【5月】私の金融資産（投資歴5年10ヶ月目）
・投資信託 ¥ 3,120,372
・米国株 ¥ 880,770
・確定拠出年金 ¥ 1,038,098
・国内株¥ 51,818
評価額合計 ¥ 5,091,058
前月比 +¥ 280,307
前年同月比 +¥ 1,462,304
評価額ですが、やっと500万円に到達しました！#積立投資 pic.twitter.com/Y0B6VVD5FF— ぷーさん (@poohfinance) May 31, 2023
【May】Here’s an update on my financial assets (after 5 years and 10 months of investing):
- Investment trusts: ¥3,120,372
- US stocks: ¥880,770
- Defined Contribution Pension: ¥1,038,098
- Domestic stocks: ¥51,818
Total portfolio value: ¥5,091,058
Compared to the previous month, it increased by +¥280,307.
Compared to the same month last year, it increased by +¥1,462,304.
Finally, my portfolio has reached the milestone of ¥5 million.
Investment Trusts: ¥3,120,372
Market Value at the previous check (April 30): ¥ 2,913,953
Change from the previous check: +¥206,419
I manage investment trusts through Rakuten Securities and SBI Securities.
[Specified Account]
- ニッセイ 外国株式インデックスファンド
- ニッセイ 外国債券インデックスファンド
- ニッセイＴＯＰＩＸインデックスファンド
- ニッセイ新興国株式インデックスファンド
- eMAXIS Slim 全世界株式(オール・カントリー)
- ＳＢＩ－ＳＢＩ・Ｖ・Ｓ＆Ｐ５００インデックス・ファンド
[Regular Investment NISA]
- eMAXIS Slim 米国株式(S&P500)
US Stocks: ¥ 880,770
Market Value at the previous check (April 30): ¥ 892,743
Change from the previous check: (¥11,973)
I manage US stocks through PayPay Securities.
[Investment Holdings]
- Microsoft (MSFT)
- Intel (INTC)
- Procter & Gamble (PG)
- Coca-Cola (KO)
- McDonald’s (MCD)
- Johnson & Johnson (JNJ)
- AT&T (T)
Defined Contribution Pension: ¥ 1,038,098
Market Value at the previous check (April 30): ¥ 952,428
Change from the previous check: +¥85,670
I utilize a corporate-type defined contribution pension.
I have chosen a balanced product that includes bonds for investment.
[Investment Product]
- ＤＣインデックスバランス（株式６０）
Domestic Stocks：¥ 51,818
Market Value at the previous check (April 30): ¥ 51,627
Change from the previous check: +¥191
I manage domestic stocks through SBI Neo Mobile Securities and Nikko Froggy.
Investment Holdings – SBI Neo Mobile Securities
- 2453 ジャパンベストレスキューシステム
- 2533 オエノンホールディングス
- 3202 ダイトウボウ
- 3222 ユナイテッド・スーパーマーケット・ホールディングス
- 3941 レンゴー
- 4005 住友化学
- 4755 楽天グループ
- 5194 相模ゴム工業
- 6073 アサンテ
- 6897 ツインバード工業
- 7795 KYORITSU
- 9303 住友倉庫
Investment Holdings – Nikko Froggy
- 1554 上場インデックスファンド世界株式（MSCI ACWI）除く日本
- 2337 いちご
- 2914 JT
- 4272 日本化薬
- 4765 SBIGｱｾｯﾄ
- 6454 マックス
- 7466 SPK
- 8031 三井物産
- 8306 三菱UFJ
- 8766 東京海上ホールディングス
- 9433 KDDI
- 9513 電源開発
Summary
It increased by ¥ 280,307 since the previous check (April 30).
When it comes to long-term investment, it’s true that you don’t necessarily need to closely monitor the day-to-day price movements.
However, it can be interesting to periodically check how your holdings are performing.
I’ve been investing for almost 6 years now, and I’m delighted to announce that my portfolio has finally reached a valuation of ¥5 million!
As the initial capital has grown, I’ve noticed a gradual increase in the speed at which my assets are growing.
Nevertheless, I will continue my systematic investment approach, ensuring that I’m not swayed by short-term stock market fluctuations.
Thank you for reading this update, and I appreciate your continued support.
JPN ver.
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