毎日最新版の記事…を公開しています。月曜日から金曜日までの平日更新。
| SBIラップ | おおぶねJapan | ひふみ投信 | |
| 毎月積立額 | 2万円 | 10万円 | 5万円 |
推移（ 左側：積上損益額、右側：損益率 ）
残念ながら、利益がマイナスに転じる
少し減少となりました
SBIラップ
市場動向を先読みし投資配分を最適化 グローバルインデックスを上回るパフォーマンスを目指す
SBIラップも、今回は流石に減少に転じています
| 日付 | 資産総額 | 評価損益 | 評価損益率 |
| 2024/1/25 | 272,872 | 22,872 | 9.15% |
| 2024/1/24 | 273,922 | 23,922 | 9.57% |
| 2024/1/23 | 272,509 | 22,509 | 9.00% |
| 2024/1/22 | 272,509 | 22,509 | 9.00% |
| 2024/1/19 | 272,614 | 22,614 | 9.05% |
| 2024/1/18 | 272,614 | 22,614 | 9.05% |
| 2024/1/17 | 272,236 | 22,236 | 8.89% |
| 2024/1/16 | 271,226 | 21,226 | 8.49% |
| 2024/1/15 | 271,226 | 21,226 | 8.49% |
| 2024/1/12 | 269,482 | 19,482 | 7.79% |
| 2024/1/11 | 269,547 | 19,547 | 7.82% |
| 2024/1/10 | 270,984 | 20,984 | 8.39% |
| 2024/1/9 | 270,984 | 20,984 | 8.39% |
| 2024/1/5 | 268,793 | 18,793 | 7.52% |
| 2024/1/4 | 248,793 | 18,793 | 8.17% |
| 2023/12/29 | 248,970 | 18,970 | 8.25% |
| 2023/12/15 | 247,114 | 17,114 | 7.44% |
| 2023/11/30 | 241,153 | 21,153 | 9.62% |
| 2023/11/15 | 240,415 | 20,415 | 9.28% |
| 2023/10/27 | 224,672 | 14,672 | 6.99% |
| 2023/10/16 | 224,847 | 14,847 | 7.07% |
| 2023/9/29 | 214,316 | 14,316 | 7.16% |
| 2023/9/15 | 215,884 | 15,884 | 7.94% |
| 2023/8/30 | 204,138 | 14,138 | 7.44% |
| 2023/8/15 | 203,833 | 13,833 | 7.28% |
| 2023/7/26 | 192,311 | 12,311 | 6.84% |
| 2023/7/14 | 187,654 | 8,004 | 4.46% |
| 2023/6/30 | 181,902 | 12,252 | 7.22% |
| 2023/6/15 | 177,807 | 8,063 | 4.75% |
| 2023/5/31 | 165,976 | 6,232 | 3.90% |
| 2023/5/15 | 161,440 | 1,611 | 1.01% |
| 2023/4/28 | 129,264 | -563 | -0.43% |
| 2023/4/14 | 131,621 | 1,724 | 1.33% |
| 2023/3/31 | 126,934 | -2,942 | -2.27% |
| 2023/3/15 | 126,875 | -3,068 | -2.36% |
| 2023/2/28 | 99,153 | -739 | -0.74% |
| 2023/2/15 | 99,030 | -909 | -0.91% |
| 2023/1/31 | 80,078 | 303 | 0.38% |
| 2023/1/16 | 78,481 | -1,294 | -1.62% |
| 2022/12/30 | 77,542 | -2,590 | -3.23% |
| 2022/12/15 | 80,895 | 721 | 0.90% |
| 2022/11/30 | 70,621 | 467 | 0.67% |
ポートフォリオに大きな変化はありません
おおぶね Japan
主として国内の金融商品取引所に上場されている株式に投資し、投資信託財産の中長期的な成長を目指す。運用にあたっては、徹底したファンダメンタル分析に基づく、持続的に価値を創造する企業への長期投資、および、投資先へのエンゲージメント活動により、長期的なリターンの獲得を目指す。
おおぶね Japanも、流石に今回は減少の結果に。
| 日付 | 資産総額 | 評価損益 | 評価損益率 |
| 2024/1/25 | 1,951,173 | 267,296 | 15.87% |
| 2024/1/24 | 1,968,345 | 284,468 | 16.89% |
| 2024/1/23 | 1,964,884 | 281,006 | 16.69% |
| 2024/1/22 | 1,942,033 | 258,155 | 15.33% |
| 2024/1/19 | 1,926,661 | 242,783 | 14.42% |
| 2024/1/18 | 1,931,784 | 247,907 | 14.72% |
| 2024/1/17 | 1,947,572 | 263,695 | 15.66% |
| 2024/1/16 | 1,959,082 | 282,395 | 16.84% |
| 2024/1/15 | 1,950,065 | 266,188 | 15.81% |
| 2024/1/12 | 1,932,615 | 248,738 | 14.77% |
| 2024/1/11 | 1,911,565 | 227,687 | 13.52% |
| 2024/1/10 | 1,881,513 | 197,635 | 11.74% |
| 2024/1/9 | 1,808,056 | 175,341 | 10.74% |
| 2024/1/5 | 1,810,212 | 176,335 | 10.79% |
| 2024/1/4 | 1,759,688 | 175,765 | 11.10% |
| 2023/12/29 | 1,760,212 | 176,289 | 11.13% |
| 2023/12/15 | 1,728,534 | 147,835 | 9.35% |
| 2023/11/30 | 1,656,272 | 175,577 | 11.86% |
| 2023/11/15 | 1,624,205 | 143,510 | 9.69% |
| 2023/10/27 | 1,442,595 | 61,943 | 4.49% |
| 2023/10/16 | 1,496,860 | 116,208 | 8.42% |
| 2023/9/29 | 1,473,577 | 122,925 | 9.10% |
| 2023/9/15 | 1,488,812 | 168,153 | 12.73% |
| 2023/8/30 | 1,437,185 | 136,545 | 10.50% |
| 2023/8/15 | 1,415,690 | 115,050 | 8.85% |
| 2023/7/26 | 1,417,781 | 137,101 | 10.71% |
| 2023/7/14 | 1,406,534 | 125,853 | 9.83% |
| 2023/6/30 | 1,419,018 | 158,332 | 12.56% |
| 2023/6/15 | 1,433,415 | 172,729 | 13.70% |
| 2023/5/31 | 1,264,030 | 103,361 | 8.91% |
| 2023/5/15 | 1,239,906 | 79,236 | 6.83% |
| 2023/4/28 | 1,095,169 | 34,497 | 3.25% |
| 2023/4/14 | 1,087,270 | 26,598 | 2.51% |
| 2023/3/31 | 975,849 | 15,213 | 1.58% |
| 2023/3/15 | 948,337 | -12,299 | -1.28% |
| 2023/2/28 | 856,568 | -4,079 | -0.47% |
| 2023/2/15 | 869,278 | 8,630 | 1.00% |
| 2023/1/31 | 768,999 | 8,332 | 1.10% |
| 2023/1/16 | 736,838 | -23,829 | -3.13% |
| 2022/12/30 | 638,249 | -22,392 | -3.39% |
| 2022/12/15 | 672,545.01 | 12,530.17 | 1.90% |
| 2022/11/30 | 474,907.25 | 14,887.62 | 3.24% |
ひふみ投信
ひふみ投信は、「日本を根っこから元気にする」をコンセプトに、主に日本の成長企業に投資をする投資信託です。
ひふみ投信も、緩やかな減少となりました。
| 日付 | 資産総額 | 評価損益 | 評価損益率 |
| 2024/1/25 | 2,375,490.00 | 365,459.00 | 18.18% |
| 2024/1/24 | 2,380,754.00 | 370,723.00 | 18.44% |
| 2024/1/23 | 2,385,465.00 | 375,434.00 | 18.68% |
| 2024/1/22 | 2,348,822.00 | 338,791.00 | 16.86% |
| 2024/1/19 | 2,324,335.00 | 314,304.00 | 15.64% |
| 2024/1/18 | 2,330,535.00 | 320,504.00 | 15.95% |
| 2024/1/17 | 2,338,674.00 | 328,643.00 | 16.35% |
| 2024/1/16 | 2,312,360.00 | 352,334.00 | 17.98% |
| 2024/1/15 | 2,291,307.00 | 331,281.00 | 16.90% |
| 2024/1/12 | 2,286,188.00 | 326,162.00 | 16.64% |
| 2024/1/11 | 2,253,812.00 | 293,786.00 | 14.99% |
| 2024/1/10 | 2,226,793.00 | 266,767.00 | 13.61% |
| 2024/1/9 | 2,196,011.00 | 235,985.00 | 12.04% |
| 2024/1/5 | 2,194,791.00 | 234,765.00 | 11.98% |
| 2024/1/4 | 2,198,011.00 | 237,985.00 | 12.14% |
| 2023/12/29 | 2,192,723.00 | 232,697.00 | 11.87% |
| 2023/12/15 | 2,147,736.00 | 187,710.00 | 9.58% |
| 2023/11/30 | 2,135,234.00 | 225,210.00 | 11.79% |
| 2023/11/15 | 2,113,011.00 | 202,987.00 | 10.63% |
| 2023/10/27 | 1,960,715.00 | 100,686.00 | 5.41% |
| 2023/10/16 | 2,039,448.00 | 179,419.00 | 9.65% |
| 2023/9/29 | 2,038,752.00 | 208,732.00 | 11.41% |
| 2023/9/15 | 2,068,826.00 | 238,806.00 | 13.05% |
| 2023/8/30 | 1,998,671.00 | 178,644.00 | 9.82% |
| 2023/8/15 | 1,971,500.00 | 161,470.00 | 8.92% |
| 2023/7/26 | 1,970,396.00 | 160,366.00 | 8.86% |
| 2023/7/14 | 1,950,744.00 | 140,714.00 | 7.77% |
| 2023/6/30 | 1,968,360.00 | 168,354.00 | 9.35% |
| 2023/6/15 | 1,956,812.00 | 156,806.00 | 8.71% |
| 2023/5/31 | 1,829,706.00 | 79,682.00 | 4.55% |
| 2023/5/15 | 1,731,672.00 | 31,644.00 | 1.86% |
| 2023/4/28 | 1,678,157.00 | -21,871.00 | -1.29% |
| 2023/4/14 | 1,672,630.00 | -27,398.00 | -1.61% |
| 2023/3/31 | 1,612,135.00 | -37,878.00 | -2.30% |
| 2023/3/15 | 1,569,272.00 | -80,741.00 | -4.89% |
| 2023/2/28 | 1,561,728.00 | -38,296.00 | -2.39% |
| 2023/2/15 | 1,557,873.00 | -42,151.00 | -2.63% |
| 2023/1/31 | 1,498,197.00 | -51,810.00 | -3.34% |
| 2023/1/16 | 1,454,090.00 | -95,917.00 | -6.19% |
| 2022/12/30 | 1,402,859.00 | -97,159.00 | -6.48% |
| 2022/12/15 | 1,444,301.00 | -55,717.00 | -3.71% |
| 2022/11/30 | 1,353,758.00 | -46,246.00 | -3.30% |
