vol.14 | Before I knew it, +1 million. I'm revealing my real NISA investment results

Since my mortgage started, I've been using the growth investment quota

Before I knew it

👉 It hit +1 million yen

*This is the real figure, including dividends and realized gains

I've summarized the actual contents below👇

Summary (Overall Picture)

Principal: approx. 1.96 million yen
Current value: approx. 2.375 million yen
👉 +415,000 yen

Actually, the unrealized gains alone are about 410,000 yen.

But over this past year, I've also sold domestic stocks and investment trusts,
so in total, it has exceeded +1 million yen.

Installment Investment Quota (Steady Management)

The parts I'm steadily continuing👇

・All-Country Index (3,000 yen daily x 63 days)
190k → 270k (+80k)

・All Country (30,000 yen monthly x 27 months) 《Currently accumulating》
800k → 1.02 million (+220k)

・US Index (40,000 yen monthly x 2 months) 《Currently accumulating》
80k → 82k (+2k)
*Even though I just started this, it's growing steadily

👉 It's growing steadily even when left alone

Old NISA Investment Results (Reference)

By the way, I'm also investing in the old NISA,
and it's still growing👇

Principal: 350,000 yen → Current: 678,000 yen
👉 +278,000 yen (investing for about 3 years)

Growth Investment Quota (A bit more aggressive)

I'm being a bit more aggressive from here👇

・US High Dividend, 6th month
140k → 140k (+30k) + 255 yen in dividends

・Japanese High Dividend, 6th month
200k → 253k (+53k) + 230 yen in dividends

・Gold, 2nd month
550k → 580k (+30k)

・Domestic Stocks → (+600k)
※Details will be in the next post

👉 High-dividend funds started for the dividends
It feels a bit like pocket money, which makes me happy

My investment style

Originally, it was just
👉 Investment trusts only (accumulation)

But now, it's
👉 Accumulation (stable) + Growth quota (a bit aggressive)

I'm keeping this balance.

What I felt after actually doing it

・Accumulation grows steadily
・Growth quota returns tend to increase
・But there are ups and downs too

👉 That's why balance is important

Next time preview

👉 I will summarize the real operation of domestic stocks