1981年生まれの投資記録

~2023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

2023年損益額

2023年損益額

202212

1,620,591

143,067,744

1,179,650

28,213

126,499,747

23,409,556

6,841,559

4.8%



20231

544,598

143,612,342

450,000

14,334

126,964,081

24,869,383

8,221,122

5.7%

1,459,827

6.1%

20232

407,675

144,020,017

362,750

36,666

127,329,497

24,371,382

7,680,862

5.3%

961,826

3.9%

20233

843,643

144,863,660

712,100

17,963

128,059,560

24,797,339

7,993,239

5.5%

1,387,783

5.5%

20234

154,794

145,018,454

45,815

8,530

128,113,905

26,435,615

9,531,066

6.6%

3,026,059

11.9%

20235

154,581

145,173,035

49,390

26,825

128,190,120

27,156,319

10,173,404

7.0%

3,746,763

14.7%

20236

2,028,523

147,201,558

2,130,088

58,096

130,378,304

27,143,580

10,320,326

7.0%

3,734,024

13.6%

20237

759,012

145,932,047

822,634

16,760

131,205,745

27,931,951

13,205,649

9.0%

4,522,395

16.0%

20238

1,324,150

146,497,185

3,077,616

3,295

133,780,191

26,351,265

13,634,271

9.3%

2,941,709

9.9%

20239

1,049,779

146,222,814

772,301

8,657

133,242,680

25,407,159

12,427,025

8.5%

1,997,603

6.5%

202310

97,772

146,594,957

300,000

6,408

134,576,322

24,346,959

12,328,324

8.4%

937,403

3.0%

202311

0

146,222,814

0

0

133,767,506

0

-12,455,308

-8.5%



202312

0

146,594,957

0

0

135,085,975

0

-11,508,982

-7.9%














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

通算損益額

通算損益率

2023年損益額

2023年損益額

202212

0

2,730,000

0

0

1,525,606

1,595,098

390,704

14.3%



20231

0

2,730,000

0

0

1,525,606

1,661,381

456,987

16.7%

66,283

4.2%

20232

0

2,730,000

0

0

1,525,606

1,689,371

484,977

17.8%

94,273

5.9%

20233

0

2,730,000

0

0

1,525,606

1,673,111

468,717

17.2%

78,013

4.9%

20234

0

2,730,000

0

0

1,525,606

1,741,941

537,547

19.7%

146,843

9.2%

20235

0

2,730,000

0

0

1,525,606

1,755,099

550,705

20.2%

160,001

10.0%

20236

0

2,730,000

0

0

1,525,606

1,854,475

650,081

23.8%

259,377

16.3%

20237

0

2,730,000

0

0

1,525,606

1,878,265

673,871

24.7%

283,167

17.8%

20238

0

2,730,000

0

0

1,525,606

1,881,885

677,491

24.8%

286,787

18.0%

20239

0

2,730,000

0

0

1,525,606

1,846,438

642,044

23.5%

251,340

15.8%

202310

0

2,730,000

0

0

1,525,606

1,902,071

697,677

25.6%

306,973

19.2%

202311

0

2,730,000

0

0

1,525,606

0

-1,204,394

-44.1%



202312

0

2,730,000

0

0

1,525,606

0

-1,204,394

-44.1%














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

通算損益額

通算損益率

2023年損益額

2023年損益額

202212

46,054

3,472,451

0

1,913

725,688

3,398,181

651,418

18.8%



20231

46,348

3,518,799

0

2,060

727,748

3,623,379

832,328

23.7%

225,198

6.5%

20232

45,675

3,564,474

0

2,077

729,825

3,718,088

883,439

24.8%

319,907

9.2%

20233

45,043

3,609,517

0

2,088

731,913

3,677,137

799,533

22.2%

278,956

7.9%

20234

46,144

3,655,661

0

2,155

734,068

3,810,535

888,942

24.3%

412,354

11.5%

20235

47,931

3,703,592

0

2,246

736,314

4,102,376

1,135,098

30.6%

704,195

19.4%

20236

65,173

3,768,765

0

2,364

738,678

4,377,920

1,347,833

35.8%

979,739

26.5%

20237

66,739

3,835,504

0

2,722

741,400

4,573,896

1,479,792

38.6%

1,175,715

31.1%

20238

65,870

3,901,374

0

2,505

743,905

4,708,013

1,550,544

39.7%

1,309,832

34.2%

20239

67,269

3,968,643

0

2,904

746,809

4,690,192

1,468,358

37.0%

1,292,011

33.2%

202310

57,772

4,026,415

0

3,872

750,681

4,865,900

1,590,166

39.5%

1,467,719

37.1%

202311

0

4,026,415

0

0

750,681

0

-3,275,734

-81.4%



202312

0

4,026,415

0

0

750,681

0

-3,275,734

-81.4%














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

通算損益額

通算損益率

2023年損益額

2023年損益額

202212

0

3,999,540

0

0

1,603,529

1,469,072

-926,939

-23.2%



20231

0

3,999,540

0

0

1,603,529

1,515,724

-880,287

-22.0%

46,652

3.2%

20232

0

3,999,540

0

0

1,603,529

1,452,062

-943,949

-23.6%

-17,010

-1.2%

20233

0

3,999,540

0

0

1,603,529

1,590,745

-805,266

-20.1%

121,673

8.3%

20234

0

3,999,540

0

0

1,603,529

1,527,923

-868,088

-21.7%

58,851

4.0%

20235

0

3,999,540

0

0

1,603,529

1,460,246

-935,765

-23.4%

-8,826

-0.6%

20236

0

3,999,540

0

0

1,603,529

1,361,197

-1,034,814

-25.9%

-107,875

-7.3%

20237

0

3,999,540

0

0

1,603,529

1,381,403

-1,014,608

-25.4%

-87,669

-6.0%

20238

0

3,999,540

1,315,281

0

2,918,810

0

-1,080,730

-27.0%

-153,791

-10.5%

20239

0

3,999,540

0

0

1,603,529

0

-2,396,011

-59.9%

-153,791

-10.5%

202310

0

3,999,540

0

0

2,918,810

0

-1,080,730

-27.0%

-153,791

-10.5%

202311

0

3,999,540

0

0

1,603,529

0

-2,396,011

-59.9%



202312

0

3,999,540

0

0

2,918,810

0

-1,080,730

-27.0%














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

通算損益額

通算損益率

2023年損益額

2023年損益額

202212

0

2,270,000

0

0

1,880,052

572,919

182,971

8.1%



20231

0

2,270,000

0

0

1,880,052

572,980

183,032

8.1%

61

0.0%

20232

0

2,270,000

0

34,000

1,880,052

153,014

-236,934

-10.4%

-419,905

-73.3%

20233

0

2,270,000

0

0

1,880,052

153,050

-236,898

-10.4%

-419,869

-73.3%

20234

0

2,270,000

0

0

1,880,052

153,074

-236,874

-10.4%

-419,845

-73.3%

20235

0

2,270,000

0

0

1,880,052

153,076

-236,872

-10.4%

-419,843

-73.3%

20236

0

2,270,000

0

0

1,880,052

153,080

-236,868

-10.4%

-419,839

-73.3%

20237

0

2,270,000

0

0

1,880,052

153,080

-236,868

-10.4%

-419,839

-73.3%

20238

0

2,270,000

0

0

1,880,052

153,082

-236,866

-10.4%

-419,837

-73.3%

20239

0

2,270,000

0

0

1,880,052

153,082

-236,866

-10.4%

-419,837

-73.3%

202310

0

2,270,000

0

0

1,880,052

153,082

-236,866

-10.4%

-419,837

-73.3%

202311

0

2,270,000

0

0

1,880,052

0

-389,948

-17.2%



202312

0

2,270,000

0

0

1,880,052

0

-389,948

-17.2%














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

通算損益額

通算損益率

2023年損益額

2023年損益額

202212

1,095,037

16,057,996

796,350

23,587

6,359,614

15,501,000

5,802,618

36%



20231

0

16,057,996

0

11,953

6,371,567

16,466,550

6,780,121

42%

965,550

6.2%

20232

0

16,057,996

0

0

6,371,567

16,195,070

6,508,641

41%

694,070

4.5%

20233

0

16,057,996

0

13,986

6,385,553

16,461,580

6,789,137

42%

960,580

6.2%

20234

0

16,057,996

0

4,782

6,390,335

17,880,260

8,212,599

51%

2,379,260

15.3%

20235

0

16,057,996

0

23,906

6,414,241

18,329,680

8,685,925

54%

2,828,680

18.2%

20236

0

16,057,996

33,745

53,581

6,501,567

17,863,840

8,307,411

52%

2,362,840

15.2%

20237

0

16,057,996

0

11,953

6,513,520

18,356,130

8,811,654

55%

2,855,130

18.4%

20238

0

16,057,996

506,465

0

7,019,985

18,075,250

9,037,239

56%

3,114,460

20.1%

20239

0

16,057,996

0

3,188

7,023,173

17,144,950

8,110,127

51%

2,184,160

14.1%

202310

0

16,057,996

300,000

0

7,323,173

15,601,200

6,866,377

43%

940,410

6.1%

202311

0

16,057,996

0

0

7,323,173

0

-8,734,823

-54%



202312

0

16,057,996

0

0

7,323,173

0

-8,734,823

-54%














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

通算損益額

通算損益率

2023年損益額

2023年損益額

202212

419,500

113,262,650

383,300

0

114,391,565

0

1,128,915

1.0%



20231

438,250

113,700,900

450,000

0

114,841,565

0

1,140,665

1.0%

11,750

2.7%

20232

302,000

114,002,900

362,750

0

115,204,315

0

1,201,415

1.1%

72,500

9.8%

20233

738,600

114,741,500

712,100

0

115,916,415

0

1,174,915

1.0%

46,000

3.1%

20234

48,650

114,790,150

45,815

0

115,962,230

0

1,172,080

1.0%

43,165

2.8%

20235

46,650

114,836,800

49,390

0

116,011,620

0

1,174,820

1.0%

45,905

2.9%

20236

1,923,350

116,760,150

2,096,343

0

118,107,963

0

1,347,813

1.2%

218,898

6.3%

20237

633,660

117,393,810

822,634

0

118,930,597

0

1,536,787

1.3%

407,872

7.6%

20238

1,218,280

118,612,090

1,255,870

0

120,186,467

0

1,574,377

1.3%

445,462

8.3%

20239

942,510

119,554,600

772,301

0

120,958,768

0

1,404,168

1.2%

275,253

4.4%

202310

0

119,554,600

0

0

120,958,768

0

1,404,168

1.2%

275,253

4.4%

202311

0

119,554,600

0

0

120,958,768

0

1,404,168

1.2%



202312

0

119,554,600

0

0

120,958,768

0

1,404,168

1.2%














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

通算損益額

通算損益率

2023年損益額

2023年損益額

202212

40,000

763,781

0

2,713

12,596

610,358

-68,844

-9.0%



20231

40,000

803,781

0

321

12,917

668,717

-45,547

-5.7%

58,359

9.0%

20232

40,000

843,781

0

589

13,506

740,541

-3,463

-0.4%

130,183

18.9%

20233

40,000

883,781

0

1,889

15,395

743,448

-35,713

-4.0%

133,090

18.2%

20234

40,000

923,781

0

1,593

16,988

791,143

-16,068

-1.7%

180,785

23.5%

20235

40,000

963,781

0

673

17,661

819,452

-22,804

-2.4%

209,094

25.8%

20236

40,000

1,003,781

0

2,151

19,812

931,677

67,142

6.7%

321,319

37.8%

20237

58,613

1,062,394

0

2,085

21,897

1,013,420

105,587

9.9%

403,062

44.3%

20238

40,000

1,102,394

0

790

22,687

1,018,289

73,940

6.7%

407,931

43.0%

20239

40,000

1,142,394

0

2,565

25,252

1,033,229

53,448

4.7%

422,871

42.8%

202310

40,000

1,182,394

0

2,536

27,788

1,105,324

98,494

8.3%

494,966

48.1%

202311

0

1,182,394

0

0

27,788

0

-1,154,606

-97.6%



202312

0

1,182,394

0

0

27,788

0

-1,154,606

-97.6%














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

通算損益額

通算損益率

2023年損益額

2023年損益額

202212

20,000

511,326

0

0

1,097

262,928

-247,301

-48%



20231

20,000

531,326

0

0

1,097

360,652

-169,577

-32%

97,724

34.5%

20232

20,000

551,326

0

0

1,097

423,236

-126,993

-23%

160,308

52.9%

20233

20,000

571,326

0

0

1,097

498,268

-71,961

-13%

235,340

72.9%

20234

20,000

591,326

0

0

1,097

530,739

-59,490

-10%

267,811

78.1%

20235

20,000

611,326

0

0

1,097

536,390

-73,839

-12%

273,462

75.3%

20236

0

611,326

0

0

1,097

601,391

-8,838

-1%

338,463

93.3%

20237

0

611,326

0

0

1,097

575,757

-34,472

-6%

312,829

86.2%

20238

0

611,326

0

0

1,097

514,746

-95,483

-16%

251,818

69.4%

20239

0

611,326

0

0

1,097

539,268

-70,961

-12%

276,340

76.1%

202310

0

611,326

0

0

1,097

719,382

109,153

18%

456,454

125.8%

202311

0

611,326

0

0

1,097

0

-610,229

-100%



202312

0

611,326

0

0

1,097

0

-610,229

-100%