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[SAMPLE] Investment Stock List

7 か月前

7

	Stock	Type	Ticker	Shares	Cost Basis	Current Price	Market Value	Gain/Loss	Return	Expense Ratio	Account	Notes
1	eMAXIS Slim S&P500	Index Fund	-	40 units	$200	$212	$8480	+$480	+6.0%	0.094%	Tax-Free NISA	US Stocks
2	eMAXIS Slim All World	Index Fund	-	20 units	$200	$208	$4160	+$160	+4.0%	0.058%	Tax-Free NISA	Global Stocks
3	eMAXIS Slim Domestic	Index Fund	-	45 units	$210	$217	$9750	+$300	+3.2%	0.143%	Taxable	Japanese Stocks
4	Rakuten Emerging	Index Fund	-	18 units	$180	$181	$3250	+$10	+0.3%	0.192%	Taxable	Emerging Markets
5	AGG	US Bond ETF	AGG	15 shares	$108	$108.5	$1625	-$8	-0.5%	0.03%	Taxable	US Bonds
6	Toyota Motor	Individual	7203	100 shares	$28	$28.5	$2850	+$50	+1.8%	-	Taxable	Japanese Stock
7	Mitsubishi UFJ	Individual	8306	200 shares	$14.5	$14.8	$2960	+$60	+2.1%	-	Taxable	Japanese Stock
8	VTI	US ETF	VTI	5 shares	$250	$258	$1290	+$40	+3.2%	0.03%	Taxable	US Stock ETF
9	VT	Global ETF	VT	3 shares	$105	$108	$324	+$9	+2.9%	0.07%	Taxable	Global Stock ETF
10	BND	US Bond ETF	BND	2 shares	$78	$77.5	$155	-$1	-0.6%	0.03%	Taxable	US Bonds
11	Cash	-	-	-	-	-	$1625	+/-$0	+/-0%	-	MRF	Reserve Fund

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2024年12月31日

柳井正孫正義

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