ENG ver.
Hello, this is Pooh.
I would like to share with you the status of my investment portfolio as of September 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 ¥ 5,668,857
The financial assets as of the previous check (Aug 31) were ¥ 5,793,704.
It decreased by ¥ 124,847 since the previous check.
【2023年9月】今月の資産チェック
（投資歴6年3ヶ月目）
・投資信託 ¥ 3,498,051
・米国株 ¥ 801,188
・確定拠出年金 ¥ 1,308,433
・国内株 ¥ 61,185
評価額合計 ¥ 5,668,857
前月比 (¥124,847)
引き続きコツコツ積み立てます。#積立投資— ぷーさん (@poohfinance) September 29, 2023
[September 2023] Asset Check for this Month
(6 years and 3 months into my investment journey)
・Investment Trusts: ¥ 3,498,051
・U.S. Stocks: ¥ 801,188
・Defined Contribution Pension: ¥ 1,308,433
・Domestic Stocks: ¥ 61,185
Total Evaluation Amount: ¥ 5,668,857
Month-over-Month Change: – ¥124,847
Continuing to steadily build upon my investments.
Investment Trusts ¥ 3,498,051
Market Value at the previous check (Aug 31): ¥ 3,518,152
Change from the previous check: – ¥ 20,101
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 ¥ 801,188
Market Value at the previous check (Aug 31): ¥ 963,665
Change from the previous check: – ¥ 801,188
I manage US stocks through PayPay Securities.
[Investment Holdings]
- Microsoft (MSFT)
- Procter & Gamble (PG)
- Coca-Cola (KO)
- McDonald’s (MCD)
- Johnson & Johnson (JNJ)
- AT&T (T)
Defined Contribution Pension ¥ 1,308,433
Market Value at the previous check (Aug 31): ¥ 1,253,514
Change from the previous check: ＋¥ 54,919
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 ¥ 61,185
Market Value at the previous check (Aug 31): ¥ 58,373
Change from the previous check: ＋¥ 2,812
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 decreased by ¥124,847 since the previous check (Aug 31).
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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