1981年生まれの投資記録

~2020年の投資記録~


合計


新規投資金額

累積投資金額

当月決済金額

分配金額

確定評価金額

残評価金額

通算損益額

通算損益率

2020年損益額

2020年損益率

201912

816,398

16,586,551

1,176,685

0

3,740,249

14,353,676

1,507,374

9.1%



20201

284,852

16,871,403

521,410

0

4,261,659

13,816,957

1,207,213

7.2%

-300,161

-2.1%

20202

926,600

17,798,003

922,069

0

5,183,728

13,348,075

733,800

4.1%

-773,574

-5.4%

20203

7,027,209

24,825,212

7,851,749

0

13,035,477

12,122,547

332,812

1.3%

-1,174,562

-8.2%

20204

45,443,995

70,269,207

45,101,955

0

58,137,432

12,058,716

-73,059

-0.1%

-1,580,433

-11.0%

20205

6,710,943

76,980,150

6,264,996

0

64,402,428

14,688,796

2,111,074

2.7%

603,700

4.2%

20206

2,744,140

79,724,290

2,702,693

13,215

67,118,336

13,910,716

1,304,762

1.6%

-215,827

-1.5%

20207

4,687,723

84,412,013

3,550,288

0

70,668,624

15,991,995

2,248,606

2.7%

728,017

5.1%

20208

7,381,677

91,793,690

7,321,791

0

77,990,415

17,310,371

3,507,096

3.8%

1,986,507

12.4%

20209

5,777,333

97,571,023

5,562,575

0

83,552,990

18,417,225

4,399,192

4.5%

2,878,603

20.1%

202010

4,682,248

102,253,271

4,523,433

0

88,076,423

18,936,342

4,759,494

4.7%

3,238,905

22.6%

202011

4,735,323

106,988,594

4,779,440

0

92,855,863

20,315,436

6,182,705

5.8%

4,662,116

32.5%

202012

2,395,608

109,384,202

2,456,463

14,890

95,327,216

19,962,330

5,905,344

5.4%

4,369,865

30.4%























ロボ投資


新規投資金額

累積投資金額

当月決済金額

分配金額

確定評価金額

残評価金額

損益額

損益率

2020年損益額

2020年損益率

201912

0

2,000,000

0

0

1,000,000

1,145,308

145,308

7.3%



20201

0

2,000,000

0

0

1,000,000

1,135,373

135,373

6.8%

-9,935

-0.9%

20202

0

2,000,000

0

0

1,000,000

1,059,017

59,017

3.0%

-86,291

-7.5%

20203

0

2,000,000

0

0

1,000,000

896,848

-103,152

-5.2%

-248,460

-21.7%

20204

0

2,000,000

0

0

1,000,000

984,376

-15,624

-0.8%

-160,932

-14.1%

20205

0

2,000,000

0

0

1,000,000

1,022,286

22,286

1.1%

-123,022

-10.7%

20206

0

2,000,000

0

0

1,000,000

1,037,815

37,815

1.9%

-107,493

-9.4%

20207

300,000

2,300,000

300,000

0

1,300,000

1,078,513

78,513

3.4%

-66,795

-5.8%

20208

0

2,300,000

0

0

1,300,000

1,124,141

124,141

5.4%

-21,167

-1.8%

20209

200,000

2,500,000

225,606

0

1,525,606

1,061,779

87,385

3.5%

-57,923

-5.1%

202010

0

2,500,000

0

0

1,525,606

1,058,648

84,254

3.4%

-61,054

-5.3%

202011

0

2,500,000

0

0

1,525,606

1,098,024

123,630

4.9%

-21,678

-1.9%

202012

0

2,500,000

0

0

1,525,606

1,137,269

162,875

6.5%

17,567

1.5%























投資信託


新規投資金額

累積投資金額

当月決済金額

分配金額

確定評価金額

残評価金額

損益額

損益率

2020年損益額

2020年損益率

201912

16,398

1,806,398

0

0

0

1,913,483

107,085

5.9%



20201

15,000

1,821,398

0

0

0

1,910,375

88,977

4.9%

-3,108

-0.2%

20202

16,100

1,837,498

0

0

0

1,800,739

-36,759

-2.0%

-112,744

-5.9%

20203

220,000

2,057,498

457,015

0

457,015

1,375,114

-225,369

-11.0%

-538,369

-28.1%

20204

20,000

2,077,498

0

0

457,015

1,545,976

-74,507

-3.6%

-367,507

-19.2%

20205

30,500

2,107,998

0

0

457,015

1,696,146

45,163

2.1%

-217,337

-11.4%

20206

23,000

2,130,998

0

0

457,015

1,740,400

66,417

3.1%

-173,083

-9.0%

20207

40,333

2,171,331

9,649

0

466,664

1,806,104

101,437

4.7%

-107,379

-6.2%

20208

47,982

2,219,313

0

0

466,664

1,975,082

222,433

10.0%

61,599

3.2%

20209

37,333

2,256,646

0

0

466,664

2,000,363

210,381

9.3%

86,880

4.4%

202010

37,833

2,294,479

0

0

466,664

1,991,808

163,993

7.1%

78,325

4.1%

202011

37,833

2,332,312

0

0

466,664

2,211,611

345,963

14.8%

298,128

15.6%

202012

39,133

2,371,445

0

0

466,664

2,281,677

376,896

15.9%

368,194

19.2%























FX


新規投資金額

累積投資金額

当月決済金額

分配金額

確定評価金額

残評価金額

損益額

損益率

2020年損益額

2020年損益率

201912

700,000

2,169,540

0

0

0

2,228,750

59,210

2.7%



20201

0

2,169,540

0

0

0

2,166,288

-3,252

-0.1%

-62,462

-2.8%

20202

0

2,169,540

0

0

0

2,167,350

-2,190

-0.1%

-61,400

-2.8%

20203

300,000

2,469,540

1,407,594

0

1,407,594

0

-1,061,946

-43.0%

-821,156

-36.8%

20204

0

2,469,540

0

0

1,407,594

0

-1,061,946

-43.0%

-821,156

-36.8%

20205

0

2,469,540

0

0

1,407,594

0

-1,061,946

-43.0%

-821,156

-36.8%

20206

0

2,469,540

0

0

1,407,594

0

-1,061,946

-43.0%

-821,156

-36.8%

20207

1,000,000

3,469,540

0

0

1,407,594

998,797

-1,063,149

-30.6%

-822,359

-36.9%

20208

0

3,469,540

0

0

1,407,594

989,280

-1,072,666

-30.9%

-831,876

-45.7%

20209

0

3,469,540

0

0

1,407,594

1,025,449

-1,036,497

-29.9%

-795,707

-43.7%

202010

0

3,469,540

0

0

1,407,594

1,075,848

-986,098

-28.4%

-745,308

-40.9%

202011

50,000

3,519,540

0

0

1,407,594

1,117,780

-994,166

-28.2%

-703,376

-38.6%

202012

50,000

3,569,540

136,274

0

1,543,868

1,105,170

-920,502

-25.8%

-715,986

-39.3%























ソーシャルレンディング


新規投資金額

累積投資金額

当月決済金額

分配金額

確定評価金額

残評価金額

損益額

損益率

2020年損益額

2020年損益率

201912

100,000

2,270,000

369,240

0

375,854

1,964,135

69,989

3.1%



20201

0

2,270,000

521,410

0

897,264

1,447,737

75,001

3.3%

5,012

0.3%

20202

0

2,270,000

8,298

0

905,562

1,451,085

86,647

3.8%

16,658

1.2%

20203

0

2,270,000

0

0

905,562

1,451,085

86,647

3.8%

16,658

1.2%

20204

0

2,270,000

0

0

905,562

1,447,064

82,626

3.6%

12,637

0.9%

20205

0

2,270,000

0

0

905,562

1,447,064

82,626

3.6%

12,637

0.9%

20206

0

2,270,000

0

0

905,562

1,468,301

103,863

4.6%

33,874

2.4%

20207

0

2,270,000

101,236

0

1,006,798

1,368,481

105,279

4.6%

35,290

2.5%

20208

0

2,270,000

0

0

1,006,798

1,370,368

107,166

4.7%

37,177

2.6%

20209

0

2,270,000

0

0

1,006,798

1,372,634

109,432

4.8%

39,443

2.9%

202010

0

2,270,000

243,721

0

1,250,519

1,128,378

108,897

4.8%

38,908

2.7%

202011

0

2,270,000

0

0

1,250,519

1,129,661

110,180

4.9%

40,191

3.6%

202012

0

2,270,000

70,849

0

1,321,368

1,058,839

110,207

4.9%

40,218

2.8%























日本株


新規投資金額

累積投資金額

当月決済金額

分配金額

確定評価金額

残評価金額

損益額

損益率

2020年損益額

2020年損益率

201912

0

8,340,613

807,445

0

2,364,395

7,102,000

1,125,782

13%



20201

269,852

8,610,465

0

0

2,364,395

7,157,184

911,114

11%

-214,668

-3%

20202

0

8,610,465

0

0

2,364,395

6,869,884

623,814

7%

-501,968

-7%

20203

1,161,249

9,771,714

330,389

0

2,694,784

8,399,500

1,322,570

14%

196,788

2%

20204

208,275

9,979,989

0

0

2,694,784

8,081,300

796,095

8%

-660,076

-8%

20205

545,543

10,525,532

0

0

2,694,784

10,523,300

2,692,552

26%

1,236,381

13%

20206

0

10,525,532

0

13,215

2,707,999

9,664,200

1,846,667

18%

377,281

4%

20207

265,430

10,790,962

0

0

2,707,999

10,740,100

2,657,137

25%

1,187,751

12%

20208

118,015

10,908,977

0

0

2,707,999

11,851,500

3,650,522

33%

2,181,136

23%

20209

300,830

11,209,807

0

0

2,707,999

12,957,000

4,455,192

40%

2,985,806

30%

202010

480,775

11,690,582

0

0

2,707,999

13,681,660

4,699,077

40%

3,229,691

31%

202011

0

11,690,582

0

0

2,707,999

14,758,360

5,775,777

49%

4,306,391

41%

202012

171,515

11,862,097

130,520

14,890

2,853,409

14,369,820

5,361,132

45%

3,746,336

35%























株式(信用)


新規投資金額

累積投資金額

当月決済金額

分配金額

確定評価金額

残評価金額

損益額

損益率

2020年損益額

2020年損益率

201912

0

0

0

0

0

0

0

0.0%

0

0.0%

20201

0

0

0

0

0

0

0

0.0%

0

0.0%

20202

910,500

910,500

913,771

0

913,771

0

3,271

0.0%

3,271

0.4%

20203

5,345,960

6,256,460

5,656,751

0

6,570,522

0

314,062

0.0%

314,062

5.0%

20204

45,215,720

51,472,180

45,101,955

0

51,672,477

0

200,297

0.4%

200,297

0.4%

20205

6,134,900

57,607,080

6,264,996

0

57,937,473

0

330,393

0.6%

330,393

0.6%

20206

2,721,140

60,328,220

2,702,693

0

60,640,166

0

311,946

0.5%

311,946

0.5%

20207

3,081,960

63,410,180

3,139,403

0

63,779,569

0

369,389

0.6%

369,389

0.6%

20208

7,215,680

70,625,860

7,321,791

0

71,101,360

0

475,500

0.7%

475,500

0.7%

20209

5,239,170

75,865,030

5,336,969

0

76,438,329

0

573,299

0.8%

573,299

0.8%

202010

4,163,640

80,028,670

4,279,712

0

80,718,041

0

689,371

0.9%

689,371

0.9%

202011

4,647,490

84,676,160

4,779,440

0

85,497,481

0

821,321

1.0%

821,321

1.0%

202012

2,124,960

86,801,120

2,118,820

0

87,616,301

0

815,181

0.9%

815,181

0.9%