リバランス計算
全世界株 | ゴールド | |
---|---|---|
リバランス前 | 1,796,729 | 716,351 |
リバランス量 | -37,573 | +37,573 |
リバランス後 | 1,759,156 | 753,924 |
資産推移 (12ヶ月)
年月日 | 投資額 | 評価額 |
---|---|---|
2024-08-31 | 1,026,600 | 1,652,414 |
2024-09-30 | 1,076,600 | 1,743,767 |
2024-10-31 | 1,129,600 | 1,907,874 |
2024-11-30 | 1,183,000 | 1,925,299 |
2024-12-31 | 1,236,000 | 2,025,367 |
2025-01-31 | 1,289,000 | 2,117,614 |
2025-02-28 | 1,342,000 | 2,111,636 |
2025-03-31 | 1,397,000 | 2,168,217 |
2025-04-30 | 1,452,000 | 2,211,254 |
2025-05-31 | 1,507,000 | 2,372,651 |
2025-06-30 | 1,562,000 | 2,495,885 |
2025-07-31 | 1,562,000 | 2,513,081 |