リバランス計算
| 全世界株 | ゴールド | |
|---|---|---|
| リバランス前 | 2,896,125 | 1,055,616 |
| リバランス量 | -129,906 | +129,906 |
| リバランス後 | 2,766,219 | 1,185,522 |
資産推移 (12ヶ月)
| 年月日 | 投資額 | 評価額 |
|---|---|---|
| 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 |
| 2026-01-31 | 1,947,000 | 3,805,836 |
| 2026-02-28 | 2,000,000 | 3,877,673 |
| 2026-03-31 | 2,053,000 | 3,622,564 |
| 2026-04-30 | 2,053,000 | 3,951,743 |