ENG ver.
Hello, this is Pooh-san.
I would like to share with you the status of my investment portfolio as of April 30, 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: ¥4,810,751
Here is the performance for April
The financial assets as of the previous check (March 31) were ¥4,501,154.
It increased by ¥309,597 since the previous check.
【4月】私の金融資産（投資歴5年9ヶ月目）
・投資信託 ¥ 2,913,953
・米国株 ¥ 892,743
・確定拠出年金 ¥ 952,428
・国内株 ¥ 51,627
評価額合計 ¥ 4,810,751
前月比 +¥ 309,597
前年同月比 +¥ 1,226,710
先月から30万円増えました。
コツコツ積立を続けていきます。#積立投資 pic.twitter.com/SexX3XzC62— かねのぷーさん/積立投資/USCPA勉強中 (@poohfinance) April 30, 2023
[April] My Financial Assets (5 years and 9 months of investment history)
- Investment Trusts: ¥2,913,953
- US Stocks: ¥892,743
- Defined Contribution Pension: ¥952,428
- Domestic Stocks: ¥51,627 Total Market Value: ¥4,810,751 Change from the previous month: +¥309,597 Change from the same month last year: +¥1,226,710 It increased by ¥300,000 since last month. I will continue with steady accumulation.
Investment Trusts: ¥2,913,953
Market Value at the previous check (March 31): ¥2,730,839
Change from the previous check: +¥183,114
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: ¥892,743
Market Value at the previous check (March 31): ¥842,439
Change from the previous check: +¥50,304
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: ¥952,428
Market Value at the previous check (March 31): ¥874,849
Change from the previous check: +¥77,579
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：¥ 51,627
Market Value at the previous check (March 31): ¥53,027
Change from the previous check: -¥1,400
I manage domestic stocks through SBI Neo Mobile Securities and Nikko Froggy.
*Since T-Point rewards will be discontinued at Neo Mobile, I am proceeding with the sale of the held stocks.
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
- 9508 九州電力
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
- 4272 日本化薬
- 4765 SBIGｱｾｯﾄ
- 6454 マックス
- 7466 SPK
- 8031 三井物産
- 8766 東京海上ホールディングス
- 9433 KDDI
- 9513 電源開発
Summary
It increased by ¥309,597 since the previous check (March 31).
I will continue with steady accumulation.
For long-term accumulation investment, it may not be necessary to check price movements frequently, but I think it’s interesting to regularly check how the assets are doing.
To avoid being swayed by stock market fluctuations, I will continue with steady accumulation investment in the future.
Thank you for reading this far.
JPN ver.
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