リバランス計算
全世界株 | ゴールド | |
---|---|---|
リバランス前 | 2,085,720 | 834,037 |
リバランス量 | -41,890 | +41,890 |
リバランス後 | 2,043,831 | 875,927 |
資産推移 (12ヶ月)
年月日 | 投資額 | 評価額 |
---|---|---|
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 | 1,617,000 | 2,645,795 |
2025-08-31 | 1,672,000 | 2,750,352 |
2025-09-30 | 1,727,000 | 2,919,759 |