プリプリプリン wrote a post · Feb 3, 2024 07:43

Investment performance in January 2024

The investment performance in January 2024 was quite good, with MoM +3.3% and YoY +25.5%. The overall allocation of investments is as follows: Pension (defined benefit/defined contribution) 14.4%, Crypto (BTC/ETH, etc.) 1.6%, Core 61.7%, Satellite 22.3%. When graphed, it looks like this.

This is the situation with Core.

The Japanese yen and US dollar account for 10-15%.

I would like to hold the rest within the range of 20-30%.

Even when it comes to income, I don't mean it's tied to high dividends. I just mean that you can receive dividends. In fact, even with index ETFs, the dividends seem to be quite high compared to the acquisition cost.

Here are the details. In the growth investment portion of next year's NISA, I want to buy Japanese and American index ETFs, high dividend/increasing dividend stocks, and REITs.