1 | 34歳|年収500万円|スキル資格なし|妻1人子2人 | ||||||||||||||
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2 | 夢は不労所得160万円/年でセミFIREすること。 | ||||||||||||||
3 | S&P500とオルカンの資産4,000万円4%ルールで4,000万円×年利4%=160万円/年を目指す。 | ||||||||||||||
4 | 積立金額は262,000円/月=新NISA200,000円/月+iDeCo12,000円/月+財形貯蓄50,000円/月 | ||||||||||||||
5 | =3,144,000円/年 | ||||||||||||||
6 | あと8年で達成できるはず。 | ||||||||||||||
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8 | 現在の状況 | 2023年12月時点 | 差 | 単位 | |||||||||||
9 | 評価金額 | 18,355,539 | 14,034,010 | 4,321,529 | 円 | ||||||||||
10 | 買付金額 | 13,504,996 | 11,670,996 | 1,834,000 | 円 | ||||||||||
11 | リターン円 | 4,850,543 | 2,363,014 | 2,487,529 | 円 | ||||||||||
12 | リターン率 | 35.92 | 18.48 | 17.44 | % | ||||||||||
13 | 目標まで後 | 21,644,461 | 25,965,990 | - | 円 | ||||||||||
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52 | 以下、集計用生データ | ||||||||||||||
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54 | 金融資産トータルリターン | 集計タイミング(月末集計) | |||||||||||||
55 | ファンド(備考) | 項目 | 2023/12 | 2024/1 | 2024/2 | 2024/3 | 2024/4 | 2024/5 | 2024/6 | 2024/7 | 2024/8 | 2024/9 | 2024/10 | 2024/11 | 2024/12 |
56 | 野村つみたて 外国株投信 (旧NISA) | 評価金額 | 2,400,459 | 2,515,361 | 2,618,233 | 2,762,816 | 2,750,561 | 2,916,168 | 3,008,022 | 2,886,262 | |||||
57 | 累計買付金額 | 1,485,000 | 1,485,000 | 1,485,000 | 1,485,000 | 1,485,000 | 1,485,000 | 1,485,000 | 1,485,000 | ||||||
58 | リターン円 | 915,459 | 1,030,361 | 1,133,233 | 1,277,816 | 1,265,561 | 1,431,168 | 1,523,022 | 1,401,262 | 0 | 0 | 0 | 0 | 0 | |
59 | リターン率 | 61.65% | 69.38% | 76.31% | 86.05% | 85.22% | 96.37% | 102.56% | 94.36% | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | |
60 | SBI V・S&P500 | 評価金額 | 3,578,475 | 3,815,119 | 3,961,452 | 4,200,511 | 4,159,782 | 4,407,534 | 4,607,796 | 4,415,422 | |||||
61 | 累計買付金額 | 2,950,000 | 2,950,000 | 2,950,000 | 2,950,000 | 2,950,000 | 2,950,000 | 2,950,000 | 2,950,000 | ||||||
62 | リターン円 | 628,475 | 865,119 | 1,011,452 | 1,250,511 | 1,209,782 | 1,457,534 | 1,657,796 | 1,465,422 | 0 | 0 | 0 | 0 | 0 | |
63 | リターン率 | 21.30% | 29.33% | 34.29% | 42.39% | 41.01% | 49.41% | 56.20% | 49.68% | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | |
64 | 三菱UFJ国際 eMAXISSlim S&P500 (旧NISA) | 評価金額 | 454,224 | 484,286 | 503,012 | 533,504 | 528,341 | 559,563 | 585,342 | 560,723 | |||||
65 | 累計買付金額 | 399,996 | 399,996 | 399,996 | 399,996 | 399,996 | 399,996 | 399,996 | 399,996 | ||||||
66 | リターン円 | 54,228 | 84,290 | 103,016 | 133,508 | 128,345 | 159,567 | 185,346 | 160,727 | 0 | 0 | 0 | 0 | 0 | |
67 | リターン率 | 13.56% | 21.07% | 25.75% | 33.38% | 32.09% | 39.89% | 46.34% | 40.18% | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | |
68 | 三菱UFJ国際 eMAXISSlim オールカントリー (新NISA) (20,000円/月) | 評価金額 | 209,008 | 423,947 | 653,668 | 849,648 | 1,107,482 | 1,349,238 | 1,483,493 | ||||||
69 | 累計買付金額 | 200,000 | 400,000 | 600,000 | 800,000 | 1,000,000 | 1,200,000 | 1,400,000 | |||||||
70 | リターン円 | 9,008 | 23,947 | 53,668 | 49,648 | 107,482 | 149,238 | 83,493 | 0 | 0 | 0 | 0 | 0 | ||
71 | リターン率 | 4.50% | 5.99% | 8.94% | 6.21% | 10.75% | 12.44% | 5.96% | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | ||
72 | 三菱UFJ国際 eMAXISSlim 米国株式S&P500 (iDeCo) (12,000円/月) | 評価金額 | 262,822 | 292,288 | 315,329 | 346,728 | 355,203 | 388,039 | 417,949 | 411,327 | |||||
73 | 累計買付金額 | 228,000 | 240,000 | 252,000 | 264,000 | 276,000 | 288,000 | 300,000 | 312,000 | ||||||
74 | リターン円 | 34,822 | 52,288 | 63,329 | 82,728 | 79,203 | 100,039 | 117,949 | 99,327 | 0 | 0 | 0 | 0 | 0 | |
75 | リターン率 | 15.27% | 21.79% | 25.13% | 31.34% | 28.70% | 34.74% | 39.32% | 31.84% | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | |
76 | SBI V・S&P500 (旧NISA) | 評価金額 | 1,060,647 | 1,130,788 | 1,174,160 | 1,245,017 | 1,232,945 | 1,306,378 | 1,365,734 | 1,308,716 | |||||
77 | 累計買付金額 | 858,000 | 858,000 | 858,000 | 858,000 | 858,000 | 858,000 | 858,000 | 858,000 | ||||||
78 | リターン円 | 202,647 | 272,788 | 316,160 | 387,017 | 374,945 | 448,378 | 507,734 | 450,716 | 0 | 0 | 0 | 0 | 0 | |
79 | リターン率 | 23.62% | 31.79% | 36.85% | 45.11% | 43.70% | 52.26% | 59.18% | 52.53% | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | |
80 | 大和 iFreeNEXT NASDAQ100 (2021ジュニアNISA) | 評価金額 | 1,045,837 | 1,128,798 | 1,148,502 | 1,212,603 | 1,185,268 | 1,277,549 | 1,357,317 | 1,267,495 | |||||
81 | 累計買付金額 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | ||||||
82 | リターン円 | 245,837 | 328,798 | 348,502 | 412,603 | 385,268 | 477,549 | 557,317 | 467,495 | 0 | 0 | 0 | 0 | 0 | |
83 | リターン率 | 30.73% | 41.10% | 43.56% | 51.58% | 48.16% | 59.69% | 69.66% | 58.44% | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | |
84 | SBI V・S&P500 (2022ジュニアNISA) | 評価金額 | 1,033,006 | 1,101,318 | 1,143,560 | 1,212,570 | 1,200,813 | 1,272,332 | 1,330,142 | 1,274,609 | |||||
85 | 累計買付金額 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | ||||||
86 | リターン円 | 233,006 | 301,318 | 343,560 | 412,570 | 400,813 | 472,332 | 530,142 | 474,609 | 0 | 0 | 0 | 0 | 0 | |
87 | リターン率 | 29.13% | 37.66% | 42.95% | 51.57% | 50.10% | 59.04% | 66.27% | 59.33% | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | |
88 | 三菱UFJ国際 eMAXISSlim 米国株式S&P500 (2023ジュニアNISA) | 評価金額 | 848,540 | 904,700 | 939,681 | 996,644 | 986,999 | 1,045,325 | 1,093,482 | 1,047,492 | |||||
89 | 累計買付金額 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | ||||||
90 | リターン円 | 48,540 | 104,700 | 139,681 | 196,644 | 186,999 | 245,325 | 293,482 | 247,492 | 0 | 0 | 0 | 0 | 0 | |
91 | リターン率 | 6.07% | 13.09% | 17.46% | 24.58% | 23.37% | 30.67% | 36.69% | 30.94% | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | |
92 | 財形貯蓄(50,000円/月) | 貯金額 | 3,350,000 | 3,400,000 | 3,450,000 | 3,500,000 | 3,550,000 | 3,600,000 | 3,650,000 | 3,700,000 | |||||
93 | 計 | 評価金額 | 14,034,010 | 14,981,666 | 15,677,876 | 16,664,061 | 16,799,560 | 17,880,370 | 18,765,022 | 18,355,539 | 0 | 0 | 0 | 0 | 0 |
94 | 累計買付金額 | 11,670,996 | 11,932,996 | 12,194,996 | 12,456,996 | 12,718,996 | 12,980,996 | 13,242,996 | 13,504,996 | 0 | 0 | 0 | 0 | 0 | |
95 | リターン円 | 2,363,014 | 3,048,670 | 3,482,880 | 4,207,065 | 4,080,564 | 4,899,374 | 5,522,026 | 4,850,543 | 0 | 0 | 0 | 0 | 0 | |
96 | リターン率 | 20.25% | 25.55% | 28.56% | 33.77% | 32.08% | 37.74% | 41.70% | 35.92% | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | |
97 | うち、 S&P500指数連動型 | 評価金額 | 9,638,173 | 10,243,860 | 10,655,427 | 11,297,790 | 11,214,644 | 11,895,339 | 12,408,467 | 11,904,551 | 0 | 0 | 0 | 0 | 0 |
98 | 累計買付金額 | 7,520,996 | 7,532,996 | 7,544,996 | 7,556,996 | 7,568,996 | 7,580,996 | 7,592,996 | 7,604,996 | 0 | 0 | 0 | 0 | 0 | |
99 | リターン円 | 2,117,177 | 2,710,864 | 3,110,431 | 3,740,794 | 3,645,648 | 4,314,343 | 4,815,471 | 4,299,555 | 0 | 0 | 0 | 0 | 0 | |
100 | リターン率 | 28.15% | 35.99% | 41.23% | 49.50% | 48.17% | 56.91% | 63.42% | 56.54% | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | |
101 | うち、 オルカン指数連動型 | 評価金額 | 209,008 | 423,947 | 653,668 | 849,648 | 1,107,482 | 1,349,238 | 1,483,493 | ||||||
102 | 累計買付金額 | 200,000 | 400,000 | 600,000 | 800,000 | 1,000,000 | 1,200,000 | 1,400,000 | |||||||
103 | リターン円 | 0 | 9,008 | 23,947 | 53,668 | 49,648 | 107,482 | 149,238 | 83,493 | 0 | 0 | 0 | 0 | 0 | |
104 | リターン率 | #DIV/0! | 4.50% | 5.99% | 8.94% | 6.21% | 10.75% | 12.44% | 5.96% | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | |
105 | うち、 NASDAQ100 指数連動型 | 評価金額 | 1,045,837 | 1,128,798 | 1,148,502 | 1,212,603 | 1,185,268 | 1,277,549 | 1,357,317 | 1,267,495 | |||||
106 | 累計買付金額 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | ||||||
107 | リターン円 | 245,837 | 328,798 | 348,502 | 412,603 | 385,268 | 477,549 | 557,317 | 467,495 | 0 | 0 | 0 | 0 | 0 | |
108 | リターン率 | 30.73% | 41.10% | 43.56% | 51.58% | 48.16% | 59.69% | 69.66% | 58.44% | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | |
109 | うち、 日本円 | 評価金額 | 3,350,000 | 3,400,000 | 3,450,000 | 3,500,000 | 3,550,000 | 3,600,000 | 3,650,000 | 3,700,000 | |||||
110 | 累計買付金額 | 3,350,000 | 3,400,000 | 3,450,000 | 3,500,000 | 3,550,000 | 3,600,000 | 3,650,000 | 3,700,000 | ||||||
111 | リターン円 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
112 | リターン率 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | #DIV/0! | |
113 | |||||||||||||||
114 | 以下グラフ用データ | ||||||||||||||
115 | リターンと評価金額 | ||||||||||||||
116 | 評価金額[千円] | 14,034 | 14,981 | 15,677 | 16,664 | 16,799 | 17,880 | 18,765 | 18,355 | 0 | 0 | 0 | 0 | 0 | |
117 | リターン[千円] | 2,363 | 3,048 | 3,482 | 4,207 | 4,080 | 4,899 | 5,522 | 4,850 | 0 | 0 | 0 | 0 | 0 | |
118 | ポートフォリオ | ||||||||||||||
119 | S&P500 | 9,638,173 | 10,243,860 | 10,655,427 | 11,297,790 | 11,214,644 | 11,895,339 | 12,408,467 | 11,904,551 | 0 | 0 | 0 | 0 | 0 | |
120 | オルカン | 209,008 | 423,947 | 653,668 | 849,648 | 1,107,482 | 1,349,238 | 1,483,493 | |||||||
121 | NASDAQ100 | 1,045,837 | 1,128,798 | 1,148,502 | 1,212,603 | 1,185,268 | 1,277,549 | 1,357,317 | 1,267,495 | ||||||
122 | 日本円 | 3,350,000 | 3,400,000 | 3,450,000 | 3,500,000 | 3,550,000 | 3,600,000 | 3,650,000 | 3,700,000 |
1 | 34歳|年収500万円|スキル資格なし|妻子あり | |||||||||||||||
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2 | 夢は不労所得160万円/年で生きていくこと。 | |||||||||||||||
3 | S&P500は1982年から2022年時点までの40年間で見ると、トータルでの利回りは240%以上で、 | |||||||||||||||
4 | これを年利に直すと6%程度。 | |||||||||||||||
5 | ということは悪く見積もっても4,000万円あれば4,000万円×年利4%=160万円/年 | |||||||||||||||
6 | 積立金額は244,000円/月=クレカ積立50,000円/月+積立NISA33,000円/月+iDeCo12,000円/月 | |||||||||||||||
7 | +積立33,000円/月+ジュニアNISA66,000円/月+財形貯蓄50,000円/月 | |||||||||||||||
8 | =2,928,000円/年≒3,000,000円/年 | |||||||||||||||
9 | 2023年12月時点 | 2022年12月時点 | 差 | 単位 | ||||||||||||
10 | 評価金額 | 15,605,765 | 9,766,807 | 5,838,958 | 円 | |||||||||||
11 | 買付金額 | 13,171,986 | 10,264,990 | 2,906,996 | 円 | |||||||||||
12 | リターン円 | 2,433,779 | -498,183 | 2,931,962 | 円 | |||||||||||
13 | リターン率 | 18.48 | -4.85 | 23.33 | % | |||||||||||
14 | 目標まで後 | 24,394,235 | 30,233,193 | - | 円 | |||||||||||
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34 | 以下、集計用生データ | |||||||||||||||
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36 | 金融資産トータルリターン | 集計タイミング(月末集計) | ||||||||||||||
37 | ファンド(備考) | 項目 | 2022/12 | 2023/1 | 2023/2 | 2023/3 | 2023/4 | 2023/5 | 2023/6 | 2023/7 | 2023/8 | 2023/9 | 2023/10 | 2023/11 | 2023/12 | |
38 | 野村つみたて 外国株投信 (積立NISA枠) (現在積立無し) | 評価金額 | 1,836,181 | 1,932,981 | 1,958,165 | 2,004,711 | 2,115,790 | 2,234,964 | 2,253,515 | 2,289,929 | 2,273,752 | 2,223,159 | 2,400,908 | 2,400,459 | ||
39 | 累計買付金額 | 1,485,000 | 1,485,000 | 1,485,000 | 1,485,000 | 1,485,000 | 1,485,000 | 1,485,000 | 1,485,000 | 1,485,000 | 1,485,000 | 1,485,000 | 1,485,000 | |||
40 | リターン円 | 351,181 | 447,981 | 473,165 | 519,711 | 630,790 | 749,964 | 768,515 | 804,929 | 788,752 | 738,159 | 915,908 | 915,459 | |||
41 | リターン率 | 23.65% | 30.17% | 31.86% | 35.00% | 42.48% | 50.50% | 51.75% | 54.20% | 53.11% | 49.71% | 61.68% | 61.65% | |||
42 | アライアンス バーンスタイン 米国成長株投信D | 評価金額 | 456,344 | 481,164 | 488,150 | 516,879 | 558,241 | 583,401 | 578,784 | 593,419 | 582,866 | 585,008 | 625,289 | 614,810 | ||
43 | 累計買付金額 | 500,990 | 500,990 | 500,990 | 500,990 | 500,990 | 500,990 | 500,990 | 500,990 | 500,990 | 500,990 | 500,990 | 500,990 | |||
44 | リターン円 | -44,646 | -19,826 | -12,840 | 15,889 | 57,251 | 82,411 | 77,794 | 92,429 | 81,876 | 84,018 | 124,299 | 113,820 | |||
45 | リターン率 | -8.91% | -3.96% | -2.56% | 3.17% | 11.43% | 16.45% | 15.53% | 18.45% | 16.34% | 16.77% | 24.81% | 22.72% | |||
46 | 三井住友DS グローバルAI ファンド | 評価金額 | 654,042 | 725,412 | 744,778 | 728,433 | 855,685 | 934,540 | 938,207 | 922,978 | 902,726 | 884,627 | 957,662 | 956,945 | ||
47 | 累計買付金額 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | |||
48 | リターン円 | -345,958 | -274,588 | -255,222 | -271,567 | -144,315 | -65,460 | -61,793 | -77,022 | -97,274 | -115,373 | -42,338 | -43,055 | |||
49 | リターン率 | -34.60% | -27.46% | -25.52% | -27.16% | -14.43% | -6.55% | -6.18% | -7.70% | -9.73% | -11.54% | -4.23% | -4.31% | |||
50 | SBI V・S&P500 (クレカ積立分) (50,000円/月) | 評価金額 | 2,134,051 | 2,280,669 | 2,384,080 | 2,550,971 | 2,777,634 | 3,012,689 | 3,079,207 | 3,212,873 | 3,225,381 | 3,225,726 | 3,540,703 | 3,578,475 | ||
51 | 累計買付金額 | 2,350,000 | 2,400,000 | 2,450,000 | 2,550,000 | 2,600,000 | 2,650,000 | 2,700,000 | 2,750,000 | 2,800,000 | 2,850,000 | 2,900,000 | 2,950,000 | |||
52 | リターン円 | -215,949 | -119,331 | -65,920 | 971 | 177,634 | 362,689 | 379,207 | 462,873 | 425,381 | 375,726 | 640,703 | 628,475 | |||
53 | リターン率 | -9.19% | -4.97% | -2.69% | 0.04% | 6.83% | 13.69% | 14.04% | 16.83% | 15.19% | 13.18% | 22.09% | 21.30% | |||
54 | 三菱UFJ国際 eMAXISSlim 米国株式S&P500 (2023から積立NISA分) (33,333円/月) | 評価金額 | 0 | 33,760 | 66,954 | 137,601 | 182,151 | 227,853 | 262,513 | 303,205 | 332,238 | 359,540 | 422,056 | 454,224 | ||
55 | 累計買付金額 | 0 | 33,333 | 66,666 | 133,332 | 166,665 | 199,998 | 233,331 | 266,664 | 299,997 | 333,330 | 366,663 | 399,996 | |||
56 | リターン円 | 0 | 427 | 288 | 4,269 | 15,486 | 27,855 | 29,182 | 36,541 | 32,241 | 26,210 | 55,393 | 54,228 | |||
57 | リターン率 | 0.00% | 1.28% | 0.43% | 3.20% | 9.29% | 13.93% | 12.51% | 13.70% | 10.75% | 7.86% | 15.11% | 13.56% | |||
58 | 三菱UFJ国際 eMAXISSlim 米国株式S&P500 (iDeCo分) (12,000円/月) | 評価金額 | 75,093 | 90,405 | 104,136 | 131,358 | 152,448 | 174,537 | 187,589 | 204,616 | 213,685 | 221,966 | 251,805 | 262,822 | ||
59 | 累計買付金額 | 84,000 | 96,000 | 108,000 | 132,000 | 144,000 | 156,000 | 168,000 | 180,000 | 192,000 | 204,000 | 216,000 | 228,000 | |||
60 | リターン円 | -8,907 | -5,595 | -3,864 | -642 | 8,448 | 18,537 | 19,589 | 24,616 | 21,685 | 17,966 | 35,805 | 34,822 | |||
61 | リターン率 | -10.60% | -5.83% | -3.58% | -0.49% | 5.87% | 11.88% | 11.66% | 13.68% | 11.29% | 8.81% | 16.58% | 15.27% | |||
62 | SBI V・S&P500 (積立分) (33,000円/月) | 評価金額 | 474,228 | 528,912 | 561,868 | 658,254 | 737,049 | 818,588 | 855,721 | 912,289 | 902,043 | 920,664 | 1,031,097 | 1,060,647 | ||
63 | 累計買付金額 | 495,000 | 528,000 | 561,000 | 627,000 | 660,000 | 693,000 | 726,000 | 759,000 | 759,000 | 792,000 | 825,000 | 858,000 | |||
64 | リターン円 | -20,772 | 912 | 868 | 31,254 | 77,049 | 125,588 | 129,721 | 153,289 | 143,043 | 128,664 | 206,097 | 202,647 | |||
65 | リターン率 | -4.20% | 0.17% | 0.15% | 4.98% | 11.67% | 18.12% | 17.87% | 20.20% | 18.85% | 16.25% | 24.98% | 23.62% | |||
66 | 大和 iFreeNEXT NASDAQ100 (2021ジュニアNISA分) | 評価金額 | 623,767 | 689,079 | 710,544 | 768,958 | 877,273 | 937,265 | 940,384 | 961,665 | 952,052 | 953,777 | 1,044,626 | 1,045,837 | ||
67 | 累計買付金額 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | |||
68 | リターン円 | -176,233 | -110,921 | -89,456 | -31,042 | 77,273 | 137,265 | 140,384 | 161,665 | 152,052 | 153,777 | 244,626 | 245,837 | |||
69 | リターン率 | -22.03% | -13.87% | -11.18% | -3.88% | 9.66% | 17.16% | 17.55% | 20.21% | 19.01% | 19.22% | 30.58% | 30.73% | |||
70 | SBI V・S&P500 (2022ジュニアNISA分) | 評価金額 | 763,101 | 796,632 | 815,196 | 837,269 | 894,708 | 983,122 | 958,604 | 984,769 | 973,708 | 958,977 | 1,036,723 | 1,033,006 | ||
71 | 累計買付金額 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | |||
72 | リターン円 | -36,899 | -3,368 | 15,196 | 37,269 | 94,708 | 183,122 | 158,604 | 184,769 | 173,708 | 158,977 | 236,723 | 233,006 | |||
73 | リターン率 | -4.61% | -0.42% | 1.90% | 4.66% | 11.84% | 22.89% | 19.83% | 23.10% | 21.71% | 19.87% | 29.59% | 29.13% | |||
74 | 三菱UFJ国際 eMAXISSlim 米国株式S&P500 (2023ジュニアNISA分) | 評価金額 | 808,771 | 799,510 | 787,768 | 851,651 | 848,540 | |||||||||
75 | 累計買付金額 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | ||||||||||
76 | リターン円 | 8,771 | -490 | -12,232 | 51,651 | 48,540 | ||||||||||
77 | リターン率 | 1.10% | -0.06% | -1.53% | 6.46% | 6.07% | ||||||||||
78 | 財形貯蓄(50,000円/月) | 貯金額 | 2,750,000 | 2,800,000 | 2,850,000 | 2,950,000 | 3,000,000 | 3,050,000 | 3,100,000 | 3,150,000 | 3,200,000 | 3,250,000 | 3,300,000 | 3,350,000 | ||
79 | 計 | 評価金額 | 9,766,807 | 10,359,014 | 10,683,871 | 11,284,434 | 12,150,979 | 12,956,959 | 13,154,524 | 14,344,514 | 14,357,961 | 14,371,212 | 15,462,520 | 15,605,765 | ||
80 | 累計買付金額 | 10,264,990 | 10,443,323 | 10,621,656 | 10,978,322 | 11,156,655 | 11,334,988 | 11,513,321 | 12,491,654 | 12,636,987 | 12,815,320 | 12,993,653 | 13,171,986 | |||
81 | リターン円 | -498,183 | -84,309 | 62,215 | 306,112 | 994,324 | 1,621,971 | 1,641,203 | 1,852,860 | 1,720,974 | 1,555,892 | 2,468,867 | 2,433,779 | |||
82 | リターン率 | -4.85% | -0.81% | 0.59% | 2.79% | 8.91% | 14.31% | 14.25% | 14.83% | 13.62% | 12.14% | 19.00% | 18.48% | |||
83 | うち、 S&P500指数連動型 | 評価金額 | 5,738,998 | 6,144,523 | 6,378,549 | 6,837,043 | 7,418,021 | 8,035,154 | 8,175,933 | 9,309,871 | 9,303,183 | 9,282,808 | 10,160,232 | 10,252,983 | ||
84 | 累計買付金額 | 5,714,990 | 5,843,323 | 5,971,656 | 6,228,322 | 6,356,655 | 6,484,988 | 6,613,321 | 7,541,654 | 7,636,987 | 7,765,320 | 7,893,653 | 8,021,986 | |||
85 | リターン円 | 24,008 | 301,200 | 406,893 | 608,721 | 1,061,366 | 1,550,166 | 1,562,612 | 1,768,217 | 1,666,196 | 1,517,488 | 2,266,579 | 2,230,997 | |||
86 | リターン率 | 0.42% | 5.15% | 6.81% | 9.77% | 16.70% | 23.90% | 23.63% | 23.45% | 21.82% | 19.54% | 28.71% | 27.81% | |||
87 | うち、 ハイテク株型 | 評価金額 | 654,042 | 725,412 | 744,778 | 728,433 | 855,685 | 934,540 | 938,207 | 922,978 | 902,726 | 884,627 | 957,662 | 956,945 | ||
88 | 累計買付金額 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | 1,000,000 | |||
89 | リターン円 | -345,958 | -274,588 | -255,222 | -271,567 | -144,315 | -65,460 | -61,793 | -77,022 | -97,274 | -115,373 | -42,338 | -43,055 | |||
90 | リターン率 | -34.60% | -27.46% | -25.52% | -27.16% | -14.43% | -6.55% | -6.18% | -7.70% | -9.73% | -11.54% | -4.23% | -4.31% | |||
91 | うち、 NASDAQ100指数連動型 | 評価金額 | 623,767 | 689,079 | 710,544 | 768,958 | 877,273 | 937,265 | 940,384 | 961,665 | 952,052 | 953,777 | 1,044,626 | 1,045,837 | ||
92 | 累計買付金額 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | 800,000 | |||
93 | リターン円 | -176,233 | -110,921 | -89,456 | -31,042 | 77,273 | 137,265 | 140,384 | 161,665 | 152,052 | 153,777 | 244,626 | 245,837 | |||
94 | リターン率 | -22.03% | -13.87% | -11.18% | -3.88% | 9.66% | 17.16% | 17.55% | 20.21% | 19.01% | 19.22% | 30.58% | 30.73% |