Investment results in November 2024 MoM +1.4%, YoY +21.0%.
Although things were going well, the yen appreciated at the end, resulting in an increase/decrease in investment amount (including deposits and withdrawals) of MoM +1.4%, YoY +21.0%. When plotted on a graph, it looks like the following.
When viewed by segment, it was as follows. The figures in parentheses represent the percentage of the total.
Pension (14.9%): MoM +2.0%, YoY +24.3%
It is a combination of the defined benefit pension (DB) and defined contribution pension (DC) provided by the employer. The defined contribution pension has a significant tax (resident tax) and social insurance premium saving effect, so we are investing the maximum amount. It is expected that the upper limit will be raised in December this year, so we plan to increase the contribution amount when the upper limit is raised. The yield of DB is 2.5%, and the investment destination of DC is in MSCI KOKUSAI.
It is a combination of the defined benefit pension (DB) and defined contribution pension (DC) provided by the employer. The defined contribution pension has a significant tax (resident tax) and social insurance premium saving effect, so we are investing the maximum amount. It is expected that the upper limit will be raised in December this year, so we plan to increase the contribution amount when the upper limit is raised. The yield of DB is 2.5%, and the investment destination of DC is in MSCI KOKUSAI.
Crypto (3.5%): MoM +44.1%, YoY +137.3%
November saw a fierce increase. Primarily investing (75%) in BTC, with the rest in ETH, XRP, and SHIB. Prioritizing buying effort and security, I am regularly investing through Coincheck. I was thinking it might be better to limit it to around 1% of the total assets, but I want to follow the trend. If it goes above 5%, I intend to stop investing.
November saw a fierce increase. Primarily investing (75%) in BTC, with the rest in ETH, XRP, and SHIB. Prioritizing buying effort and security, I am regularly investing through Coincheck. I was thinking it might be better to limit it to around 1% of the total assets, but I want to follow the trend. If it goes above 5%, I intend to stop investing.
Core (62.5%): MoM -0.4%, YoY +21.6%
The recent strengthening yen was painful. Although I have a credit card deposit account with Rakuten Securities, its contribution is not significant. The situation of the portfolio is as follows.
The recent strengthening yen was painful. Although I have a credit card deposit account with Rakuten Securities, its contribution is not significant. The situation of the portfolio is as follows.
I feel like I have a little too much invested in Gold, so I will reallocate it to Japanese high dividend ETF (1489) and J-REIT. I am undecided on the growth investment within the NISA framework next year, but I am considering adding high dividend stock ETFs (SPYD, HDV, VYM) assuming a continued economic boom, while also being cautious of the yen's strength by investing in Japanese stocks and attractive yield J-REITs.
Satelite (19.0%) MoM +1.5%, YoY +7.3%.
I am investing with moomoo securities. I ended up withdrawing quite a bit for dental treatment, so the increase in assets is lower compared to the investment results. I post the performance of Satelite to Note almost every week.
I am investing with moomoo securities. I ended up withdrawing quite a bit for dental treatment, so the increase in assets is lower compared to the investment results. I post the performance of Satelite to Note almost every week.
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mooではほぼ毎週投資結果を投稿してます。
2018年から投資を始めて投資の記録をつけてます。
https://note.com/puri2_purinn/m/
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