1981年生まれの投資記録

~2021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

2021年損益額

2021年損益率

202012

2,395,608

109,384,202

2,456,463

14,890

95,327,216

19,962,330

5,905,344

5.4%



20211

732,693

110,116,895

801,220

5,579

96,134,015

19,403,214

5,420,334

4.9%

-490,589

-2.5%

20212

1,158,033

111,274,928

1,050,740

2

97,184,757

20,720,416

6,630,245

6.0%

719,320

3.3%

20213

1,639,761

112,914,689

1,600,585

13,390

98,798,732

20,881,408

6,765,451

6.0%

841,136

3.6%

20214

1,387,959

114,302,648

1,442,600

76

100,241,408

23,731,220

9,669,980

8.5%

3,745,589

15.1%

20215

868,833

115,171,481

1,553,283

38

101,794,729

22,207,286

8,830,534

7.7%

2,906,105

11.3%

20216

1,144,071

116,315,552

947,202

24,272

102,766,203

26,042,317

12,492,968

10.7%

6,544,267

24.3%

20217

1,601,208

117,916,760

1,209,000

264

103,975,467

24,817,208

10,875,915

9.2%

4,926,950

17.3%

20218

1,699,463

119,616,223

2,365,065

171

106,340,703

26,976,491

13,700,971

11.5%

7,751,835

25.7%

20219

1,820,590

121,436,813

2,386,465

389

108,727,557

25,848,483

13,139,227

10.8%

7,189,702

22.5%

202110

2,154,722

123,591,535

1,554,029

379

110,281,965

26,467,857

13,158,287

10.6%

7,208,383

21.1%

202111

373,912

123,965,447

0

237

110,282,202

25,251,463

11,568,218

9.3%

5,618,077

16.3%

202112

508,173

124,473,620

274,381

22,382

110,578,965

25,660,804

11,766,149

9.5%

5,793,626

16.5%























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

2021年損益額

2021年損益率

202012

0

2,500,000

0

0

1,525,606

1,137,269

162,875

6.5%



20211

0

2,500,000

0

0

1,525,606

1,161,759

187,365

7.5%

24,490

2.2%

20212

0

2,500,000

0

0

1,525,606

1,201,832

227,438

9.1%

64,563

5.7%

20213

0

2,500,000

0

0

1,525,606

1,255,051

280,657

11.2%

117,782

10.4%

20214

0

2,500,000

0

0

1,525,606

1,288,637

314,243

12.6%

151,368

13.3%

20215

230,000

2,730,000

0

0

1,525,606

1,555,971

351,577

12.9%

188,702

13.8%

20216

0

2,730,000

0

0

1,525,606

1,560,473

356,079

13.0%

193,204

14.1%

20217

0

2,730,000

0

0

1,525,606

1,552,306

347,912

12.7%

185,037

13.5%

20218

0

2,730,000

0

0

1,525,606

1,564,362

359,968

13.2%

197,093

14.4%

20219

0

2,730,000

0

0

1,525,606

1,543,303

338,909

12.4%

176,034

12.9%

202110

0

2,730,000

0

0

1,525,606

1,628,030

423,636

15.5%

260,761

19.1%

202111

0

2,730,000

0

0

1,525,606

1,585,731

381,337

14.0%

218,462

16.0%

202112

0

2,730,000

0

0

1,525,606

1,625,790

421,396

15.4%

258,521

18.9%























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

2021年損益額

2021年損益率

202012

39,133

2,371,445

0

0

466,664

2,281,677

376,896

15.9%



20211

37,833

2,409,278

0

0

466,664

2,367,494

424,880

17.6%

47,984

2.1%

20212

39,133

2,448,411

0

0

466,664

2,453,756

472,009

19.3%

95,113

4.0%

20213

37,833

2,486,244

0

0

466,664

2,617,534

597,954

24.1%

221,058

9.2%

20214

37,833

2,524,077

0

0

466,664

2,690,389

632,976

25.1%

256,080

10.5%

20215

67,833

2,591,910

242,010

0

708,674

2,524,606

641,370

24.7%

264,474

10.6%

20216

62,133

2,654,043

0

38

708,712

2,656,588

711,257

26.8%

334,323

13.0%

20217

41,233

2,695,276

0

97

708,809

2,714,359

727,892

27.0%

350,861

13.5%

20218

39,983

2,735,259

0

104

708,913

2,796,299

769,953

28.1%

392,818

14.8%

20219

42,115

2,777,374

0

111

709,024

2,757,873

689,523

24.8%

312,277

11.6%

202110

46,822

2,824,196

1,930

117

711,071

2,987,938

874,813

31.0%

232,976

8.5%

202111

43,637

2,867,833

0

130

711,201

2,969,256

812,624

28.3%

435,131

15.7%

202112

43,283

2,911,116

0

135

711,336

3,167,111

967,331

33.2%

589,703

20.9%























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

2021年損益額

2021年損益率

202012

50,000

3,569,540

136,274

0

1,543,868

1,105,170

-920,502

-25.8%



20211

50,000

3,619,540

0

0

1,543,868

1,175,158

-900,514

-24.9%

19,988

1.7%

20212

80,000

3,699,540

0

0

1,543,868

1,112,861

-1,042,811

-28.2%

-122,309

-9.9%

20213

0

3,699,540

0

0

1,543,868

1,001,578

-1,154,094

-31.2%

-233,592

-18.9%

20214

0

3,699,540

0

0

1,543,868

1,109,303

-1,046,369

-28.3%

-125,867

-10.2%

20215

0

3,699,540

0

0

1,543,868

1,087,688

-1,067,984

-28.9%

-147,482

-11.9%

20216

0

3,699,540

59,661

0

1,603,529

1,042,649

-1,053,362

-28.5%

-132,860

-10.8%

20217

0

3,699,540

0

0

1,603,529

1,014,582

-1,081,429

-29.2%

-160,927

-13.0%

20218

0

3,699,540

0

0

1,603,529

1,029,885

-1,066,126

-28.8%

-145,624

-11.8%

20219

0

3,699,540

0

0

1,603,529

1,071,541

-1,024,470

-27.7%

-103,968

-8.4%

202110

0

3,699,540

0

0

1,603,529

906,532

-1,189,479

-32.2%

-268,977

-21.8%

202111

0

3,699,540

0

0

1,603,529

1,009,297

-1,086,714

-29.4%

-166,212

-13.5%

202112

0

3,699,540

0

0

1,603,529

874,943

-1,221,068

-33.0%

-300,566

-24.3%























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

2021年損益額

2021年損益率

202012

0

2,270,000

70,849

0

1,321,368

1,058,839

110,207

4.9%



20211

0

2,270,000

130,000

0

1,451,368

932,320

113,688

5.0%

3,481

0.3%

20212

0

2,270,000

0

0

1,451,368

935,888

117,256

5.2%

7,049

0.6%

20213

0

2,270,000

0

0

1,451,368

945,078

126,446

5.6%

16,239

1.4%

20214

0

2,270,000

0

0

1,451,368

942,145

123,513

5.4%

13,306

1.1%

20215

0

2,270,000

0

0

1,451,368

944,851

126,219

5.6%

16,012

1.3%

20216

0

2,270,000

0

0

1,451,368

947,198

128,566

5.7%

18,359

1.5%

20217

0

2,270,000

0

0

1,451,368

945,542

126,910

5.6%

16,703

1.4%

20218

0

2,270,000

0

0

1,451,368

947,157

128,525

5.7%

18,318

1.5%

20219

0

2,270,000

0

0

1,451,368

955,932

137,300

6.0%

27,093

2.3%

202110

0

2,270,000

0

0

1,451,368

960,709

142,077

6.3%

31,870

2.7%

202111

0

2,270,000

0

0

1,451,368

961,722

143,090

6.3%

32,883

2.8%

202112

0

2,270,000

0

0

1,451,368

963,258

144,626

6.4%

34,419

2.9%























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

2021年損益額

2021年損益率

202012

171,515

11,862,097

130,520

14,890

2,853,409

14,369,820

5,361,132

45%



20211

0

11,862,097

0

5,579

2,858,988

13,756,120

4,753,011

40%

-608,121

-4%

20212

0

11,862,097

0

0

2,858,988

14,985,850

5,982,741

50%

621,609

4%

20213

219,428

12,081,525

182,585

13,275

3,054,848

15,008,450

5,981,773

50%

644,209

4%

20214

0

12,081,525

0

0

3,054,848

17,581,800

8,555,123

71%

3,193,991

22%

20215

0

12,081,525

796,465

0

3,851,313

15,941,800

7,711,588

64%

1,553,991

11%

20216

145,738

12,227,263

0

24,040

3,875,353

19,647,300

11,295,390

92%

6,074,417

40%

20217

364,175

12,591,438

0

0

3,875,353

18,311,050

9,594,965

76%

3,317,504

21%

20218

0

12,591,438

655,765

0

4,531,118

20,282,100

12,221,780

97%

7,880,474

52%

20219

244,575

12,836,013

900,465

0

5,431,583

19,126,350

11,721,920

91%

7,864,185

56%

202110

414,400

13,250,413

0

0

5,431,583

19,472,100

11,653,270

88%

8,629,914

55%

202111

270,275

13,520,688

0

0

5,431,583

18,187,200

10,098,095

75%

7,615,289

49%

202112

130,990

13,651,678

0

21,702

5,453,285

18,473,780

10,275,387

75%

8,054,561

50%























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

2021年損益額

2021年損益率

202012

2,124,960

86,801,120

2,118,820

0

87,616,301

0

815,181

0.9%



20211

644,860

87,445,980

671,220

0

88,287,521

0

841,541

1.0%

26,360

4.1%

20212

1,018,900

88,464,880

1,050,740

0

89,338,261

0

873,381

1.0%

58,200

3.5%

20213

1,362,500

89,827,380

1,418,000

0

90,756,261

0

928,881

1.0%

113,700

3.8%

20214

1,286,800

91,114,180

1,442,600

0

92,198,861

0

1,084,681

1.2%

269,500

6.2%

20215

501,000

91,615,180

514,808

0

92,713,669

0

1,098,489

1.2%

283,308

5.9%

20216

858,200

92,473,380

887,541

0

93,601,210

0

1,127,830

1.2%

312,649

5.5%

20217

1,155,800

93,629,180

1,209,000

0

94,810,210

0

1,181,030

1.3%

365,849

5.4%

20218

1,619,480

95,248,660

1,709,300

0

96,519,510

0

1,270,850

1.3%

455,669

5.4%

20219

1,492,900

96,741,560

1,486,000

0

98,005,510

0

1,263,950

1.3%

448,769

4.5%

202110

1,643,500

98,385,060

1,552,099

0

99,557,609

0

1,172,549

1.2%

357,368

3.1%

202111

0

98,385,060

0

0

99,557,609

0

1,172,549

1.2%

357,368

3.1%

202112

273,900

98,658,960

274,381

0

99,831,990

0

1,173,030

1.2%

357,849

3.0%























アメリカ株


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

2021年損益額

2021年損益率

202012

10,000

10,000

0

0

0

9,555

-445

-4.5%



20211

0

10,000

0

0

0

10,363

363

3.6%

808

8.5%

20212

20,000

30,000

0

2

2

30,229

231

0.8%

676

2.3%

20213

20,000

50,000

0

115

117

53,717

3,834

7.7%

4,279

8.6%

20214

20,000

70,000

0

76

193

75,620

5,813

8.3%

6,258

9.0%

20215

20,000

90,000

0

38

231

95,289

5,520

6.1%

6,041

6.7%

20216

20,000

110,000

0

194

425

120,112

10,537

9.6%

10,982

10.0%

20217

20,000

130,000

0

167

592

138,211

8,803

6.8%

9,248

7.1%

20218

20,000

150,000

0

67

659

161,122

11,781

7.9%

12,226

8.2%

20219

21,000

171,000

0

278

937

175,053

4,990

2.9%

5,435

3.2%

202110

30,000

201,000

0

262

1,199

220,463

20,662

10.3%

21,301

10.6%

202111

40,000

241,000

0

107

1,306

259,859

20,165

8.4%

20,610

8.6%

202112

40,000

281,000

0

545

1,851

288,819

9,670

3.4%

10,191

3.6%























仮想通貨


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

2021年損益額

2021年損益率

20214

43,326

43,326

0

0

0

43,326

0

0%



20215

50,000

93,326

0

0

0

57,081

-36,245

-39%

-36,245

-39%

20216

58,000

151,326

0

0

0

67,997

-83,329

-55%

-33,329

-33%

20217

20,000

171,326

0

0

0

141,158

-30,168

-18%

-30,168

-18%

20218

20,000

191,326

0

0

0

195,566

4,240

2%

4,240

2%

20219

20,000

211,326

0

0

0

218,431

7,105

3%

7,105

3%

202110

20,000

231,326

0

0

0

292,085

60,759

26%

60,759

26%

202111

20,000

251,326

0

0

0

278,398

27,072

11%

27,072

11%

202112

20,000

271,326

0

0

0

267,103

-4,223

-2%

-4,223

-2%