リバランス計算
| 全世界株 | ゴールド | |
|---|---|---|
| リバランス前 | 2,431,847 | 1,032,005 |
| リバランス量 | -7,150 | +7,150 |
| リバランス後 | 2,424,697 | 1,039,155 |
資産推移 (12ヶ月)
| 年月日 | 投資額 | 評価額 |
|---|---|---|
| 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 | 1,617,000 | 2,645,795 |
| 2025-08-31 | 1,672,000 | 2,750,352 |
| 2025-09-30 | 1,727,000 | 2,977,120 |
| 2025-10-31 | 1,782,000 | 3,207,482 |
| 2025-11-30 | 1,837,000 | 3,323,298 |
| 2025-12-31 | 1,892,000 | 3,463,853 |