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 | 1万円 | 10万円 | 5万円 |
推移（ 左側：積上損益額、右側：損益率 ）
5月は日本株が芳しくなかったですね。6月以降に期待したいです。
日本の金利が上がってきており、円高に進むと予想しており、日本株にネガな部分もありますが、
引き続き日本株中心の投資信託にコツコツ積み立てます。
5月は中旬あげ戻したりしましたが結局下がりましたね。
SBIラップ
SBIラップは、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ラップは、5月最後の集計も増加となりました。為替の影響もあると思ってます。
| 日付 | 資産総額 | 評価損益 | 評価損益率 |
| 2024/5/31 | 380,545 | 60,545 | 18.92% |
| 2024/5/30 | 380,201 | 60,201 | 18.81% |
| 2024/5/29 | 380,043 | 60,043 | 18.76% |
| 2024/5/28 | 379,881 | 59,881 | 18.71% |
| 2024/5/27 | 379,881 | 59,881 | 18.71% |
| 2024/5/23 | 386,128 | 66,128 | 20.67% |
| 2024/5/22 | 385,166 | 65,166 | 20.36% |
| 2024/5/21 | 383,015 | 63,015 | 19.69% |
| 2024/5/20 | 383,015 | 63,015 | 19.69% |
| 2024/5/17 | 381,839 | 61,839 | 19.32% |
| 2024/5/16 | 379,310 | 59,310 | 18.53% |
| 2024/5/15 | 378,496 | 58,496 | 18.28% |
| 2024/5/14 | 377,687 | 57,687 | 18.03% |
| 2024/5/13 | 377,687 | 57,687 | 18.03% |
| 2024/5/10 | 374,621 | 54,621 | 17.07% |
| 2024/5/9 | 372,551 | 52,551 | 16.42% |
| 2024/5/8 | 371,281 | 51,281 | 16.03% |
| 2024/5/7 | 371,281 | 51,281 | 16.03% |
| 2024/5/2 | 376,175 | 56,175 | 17.55% |
| 2024/5/1 | 360,471 | 50,471 | 16.28% |
| 2024/4/30 | 360,471 | 50,471 | 16.28% |
| 2024/4/15 | 360,205 | 50,205 | 16.20% |
| 2024/3/29 | 332,353 | 42,353 | 14.60% |
| 2024/3/14 | 303,631 | 33,631 | 12.46% |
| 2024/2/29 | 304,568 | 34,568 | 12.80% |
| 2024/2/16 | 297,842 | 27,842 | 10.31% |
| 2024/1/31 | 275,376 | 25,376 | 10.15% |
| 2024/1/15 | 271,226 | 21,226 | 8.49% |
| 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% |
ポートフォリオは、変わらずですね。米国不動産と米国債券の比率が高いですね。
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は、マイナスでした。
| 日付 | 資産総額 | 評価損益 | 評価損益率 |
| 2024/5/31 | 2,471,294 | 337,419 | 15.81% |
| 2024/5/30 | 2,480,430 | 346,556 | 16.24% |
| 2024/5/29 | 2,500,902 | 367,027 | 17.20% |
| 2024/5/28 | 2,506,146 | 372,272 | 17.45% |
| 2024/5/27 | 2,494,472 | 360,598 | 16.90% |
| 2024/5/23 | 2,497,179 | 363,305 | 17.03% |
| 2024/5/22 | 2,520,866 | 386,992 | 18.14% |
| 2024/5/21 | 2,535,923 | 402,049 | 18.84% |
| 2024/5/20 | 2,528,479 | 394,605 | 18.49% |
| 2024/5/17 | 2,529,156 | 395,281 | 18.52% |
| 2024/5/16 | 2,523,065 | 389,190 | 18.24% |
| 2024/5/15 | 2,536,431 | 402,556 | 18.87% |
| 2024/5/14 | 2,537,785 | 403,909 | 18.93% |
| 2024/5/13 | 2,544,721 | 410,846 | 19.25% |
| 2024/5/10 | 2,528,648 | 394,774 | 18.50% |
| 2024/5/9 | 2,507,162 | 373,288 | 17.49% |
| 2024/5/8 | 2,429,091 | 395,216 | 19.43% |
| 2024/5/7 | 2,413,009 | 379,135 | 18.64% |
| 2024/5/2 | 2,417,070 | 383,196 | 18.84% |
| 2024/5/1 | 2,422,593 | 388,718 | 19.11% |
| 2024/4/30 | 2,395,140 | 361,267 | 17.76% |
| 2024/4/15 | 2,431,039 | 397,165 | 19.53% |
| 2024/3/29 | 2,285,212 | 401,334 | 21.30% |
| 2024/3/14 | 2,207,504 | 323,627 | 17.18% |
| 2024/2/29 | 2,129,725 | 345,808 | 19.38% |
| 2024/2/16 | 2,066,819 | 282,903 | 15.86% |
| 2024/1/31 | 1,943,002 | 259,124 | 15.39% |
| 2024/1/15 | 1,950,065 | 266,188 | 15.81% |
| 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% |
![ビジネスエリートになるための 教養としての投資 [ 奥野 一成 ]](https://thumbnail.image.rakuten.co.jp/@0_mall/book/cabinet/9915/9784478109915.jpg?_ex=128x128)
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楽天ブックス
￥ 1,650（2024/10/23 10:43時点）
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、マイナスとなりました。
| 日付 | 資産総額 | 評価損益 | 評価損益率 |
| 2024/5/31 | 2,739,713.00 | 529,693.00 | 23.97% |
| 2024/5/30 | 2,764,897.00 | 554,877.00 | 25.11% |
| 2024/5/29 | 2,791,613.00 | 581,593.00 | 26.32% |
| 2024/5/28 | 2,785,934.00 | 575,914.00 | 26.06% |
| 2024/5/27 | 2,760,040.00 | 550,020.00 | 24.89% |
| 2024/5/23 | 2,763,813.00 | 553,793.00 | 25.06% |
| 2024/5/22 | 2,788,549.00 | 578,529.00 | 26.18% |
| 2024/5/21 | 2,801,627.00 | 591,607.00 | 26.77% |
| 2024/5/20 | 2,778,909.00 | 568,889.00 | 25.74% |
| 2024/5/17 | 2,772,931.00 | 562,911.00 | 25.47% |
| 2024/5/16 | 2,759,143.00 | 549,123.00 | 24.85% |
| 2024/5/15 | 2,760,114.00 | 550,094.00 | 24.89% |
| 2024/5/14 | 2,714,699.00 | 554,694.00 | 25.68% |
| 2024/5/13 | 2,719,725.00 | 559,720.00 | 25.91% |
| 2024/5/10 | 2,713,525.00 | 553,520.00 | 25.63% |
| 2024/5/9 | 2,710,150.00 | 550,145.00 | 25.47% |
| 2024/5/8 | 2,732,273.00 | 572,268.00 | 26.49% |
| 2024/5/7 | 2,691,549.00 | 531,544.00 | 24.61% |
| 2024/5/2 | 2,693,530.00 | 533,525.00 | 24.70% |
| 2024/5/1 | 2,708,022.00 | 548,017.00 | 25.37% |
| 2024/4/30 | 2,667,224.00 | 507,219.00 | 23.48% |
| 2024/4/15 | 2,773,144.00 | 613,139.00 | 28.39% |
| 2024/3/29 | 2,732,835.00 | 622,799.00 | 29.52% |
| 2024/3/14 | 2,618,305.00 | 508,269.00 | 24.09% |
| 2024/2/29 | 2,579,199.00 | 519,189.00 | 25.20% |
| 2024/2/16 | 2,484,910.00 | 424,900.00 | 20.63% |
| 2024/1/31 | 2,379,785.00 | 369,754.00 | 18.40% |
| 2024/1/15 | 2,291,307.00 | 331,281.00 | 16.90% |
| 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% |
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