ENG ver.
Hello, this is Pooh.
I would like to share with you the status of my investment portfolio as of July 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 ¥ 5,608,549
The financial assets as of the previous check (Jun 30) were ¥ 5,459,140.
It increased by ¥ 149,409 since the previous check.
【7月】私の金融資産（投資歴6年1ヶ月目）
・投資信託 ¥ 3,401,606
・米国株 ¥ 962,305
・確定拠出年金 ¥ 1,187,198
・国内株 ¥ 57,440
評価額合計 ¥ 5,608,549
前月比 +¥ 149,409
引き続きコツコツ積み立てます。#積立投資— ぷーさん (@poohfinance) July 31, 2023
【July】My financial assets (6 years and 1 months of investment experience)
- Investment trusts: ¥ 3,401,606
- US stocks: ¥ 962,305
- Defined Contribution Pension: ¥ 1,187,198
- Domestic stocks: ¥ 57,440
Total valuation: ¥ 5,608,549
Month-on-month change: +¥ 149,409
I steadily contribute and accumulate.
Investment Trusts ¥ 3,401,606
Market Value at the previous check (Jun 30): ¥ 3,307,784
Change from the previous check: ＋¥93,822
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
- 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 ¥ 962,305
Market Value at the previous check (Jun 30): ¥ 957,331
Change from the previous check: ＋¥4,974
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 ¥ 1,187,198
Market Value at the previous check (Jun 30): ¥ 1,140,522
Change from the previous check: ＋¥46,676
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 ¥ 57,440
Market Value at the previous check (Jun 30): ¥ 53,503
Change from the previous check: ＋¥3,937
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
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
- 9432 NTT
- 9433 KDDI
- 9513 電源開発
Summary
It increased by ¥ 149,409 since the previous check (Jun 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.
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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