本日取引
180,000円定期預金満期解約
エクソンモービル(XOM)24株@80.49買い(NISA預り)
丸紅100株@671.4買い(NISA預り)
現在ポジション
XOM24株@81.62(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
豪ドル-米ドル L1枚@0.8464 累計SW12,159円
ミニNZドル-円L1枚@90.697 累計SW583円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF293.82USD 豪ドル建MMF477.95AUD
NZドル建MMF110.28NZD 南アランドMMF1,895.83ZAR
豪ドル定期預金563.51AUD NZドル定期預金1,056.77NZD
香港ドル建定期預金685.86HKD
(特定預り)
三井物産18株@1658 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅220株@693
三井物産10株@1639 商船三井100株@381
定期預金1,600,000円 定期積金1,081,000円 年金共済245,000円
買付余力2,328,000円
no.1500 塩漬け名人 (15/07/24 23:08)
It’s been a long time since 6/27.
Recently, El Nino seems to have occurred, it is not too much to say that this is one of the topics this year.
It is weather phenomenon that the sea temperature in Peru offshore has been the highest for the first time in 20 years.
Generally speaking, El Nino brings about cool summer and mild winter.
It is forecasted that the force of high pressure in Pacific Ocean will be the weakest in the past 20 years
and it will bring about changeable weather, that is to say,
for instance, the weather changes periodically every second or third day.
To make matters worse, more and more typhoon may approach in Japan this summer.
By the way, does El Nino have nothing to do with our investment?
I’m of the opinion that it is not so much having nothing to do with the market
as having great influence on the market. In short, that is the other way about.
If this summer is cool, we don’t have to put the air conditioning and don’t have to buy it.
And few people go swimming in the sea, go on a camping trip in the mountain,
and drink beer in the garden this summer.
On top of that, if winter is mild this year, few people go skiing in the mountain, and so on,
the same thing will happen in winter just as in summer.
In short, from Japanese industry point of view, various goods and service are not accepted very much,
especially, home appliance, leisure, electric power, energy, transport industry.
If we take advantage of the opportunity, we may be able to earn money to some extent.
The market is, as it were, a goblin and it may be difficult to keep abreast of the market these days,
but that we shouldn't make little of the trend of El Nino these days.
To be frank with you, even if it is temporary, will El Nino bring about weaker yen? Or falling Japanese stock prices?
At any rate, it is thought we can’t help but keep on keeping an eye on the trend for the time being,
but come what may, I won't change my position,
because I'm sure there is no doubt that my positions are not so bad.
7/7 Baidu 60株Buy(Price $185.29)
Position Shares Closing price Valuation
Qihoo 400株 $64.42 \3,164,259
Baidu 2860株 $206.25 \72,435,470(NISA : \2,178,130)
Tencent 26300株 H$151.50 \62,037,887
USDFX \3,067,292
Total \140,704,908
* Currency exchange rates : $=\122.798 H$=\15.570
no.1501 1487 (15/07/25 05:31)
本日取引
定期預金20,000円満期解約
現在ポジション
XOM24株@81.62(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
豪ドル-米ドル L1枚@0.8464 累計SW12,396円
ミニNZドル-円L1枚@90.697 累計SW613円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF293.82USD 豪ドル建MMF477.95AUD
NZドル建MMF110.28NZD 南アランドMMF1,895.83ZAR
豪ドル定期預金563.51AUD NZドル定期預金1,056.77NZD
香港ドル建定期預金685.86HKD
(特定預り)
三井物産18株@1658 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅220株@693
三井物産10株@1639 商船三井100株@381
定期預金1,580,000円 定期積金1,081,000円 年金共済245,000円
買付余力2,348,040円
no.1502 塩漬け名人 (15/07/26 07:49)
本日取引
180,000円定期預金満期解約
配当金入金341.52HKD(中国建設銀行)
現在ポジション
XOM24株@81.62USD(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
豪ドル-米ドル L1枚@0.8464 累計SW12,492円
ミニNZドル-円L1枚@90.697 累計SW625円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF293.82USD 豪ドル建MMF477.95AUD
NZドル建MMF110.28NZD 南アランドMMF1,895.83ZAR
豪ドル定期預金563.51AUD NZドル定期預金1,056.77NZD
香港ドル建定期預金685.86HKD
買付余力341.52HKD
(特定預り)
三井物産18株@1658 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅220株@693
三井物産10株@1639 商船三井100株@381
定期預金1,400,000円 定期積金1,081,000円 年金共済245,000円
買付余力2,528,200円
no.1503 塩漬け名人 (15/07/29 20:17)
本日取引
豪ドル定期預金86.59AUD満期解約
豪ドルMMF87.49AUD買付
南アランドMMF1460.59ZAR買付
香港ドル定期預金341.52HKD6ヶ月年利0.32%申込
現在ポジション
XOM24株@81.62USD(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
豪ドル-米ドル L1枚@0.8464 累計SW12,680円
ミニNZドル-円L1枚@90.697 累計SW643円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF293.82USD 豪ドル建MMF565.44AUD
NZドル建MMF69.44NZD 南アランドMMF3,356.42ZAR
豪ドル定期預金476.92AUD NZドル定期預金899.94NZD
香港ドル建定期預金1027.38HKD
(特定預り)
三井物産18株@1658 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅220株@693
三井物産10株@1639 商船三井100株@381
定期預金1,400,000円 定期積金1,081,000円 年金共済245,000円
買付余力2,500,000円
no.1504 塩漬け名人 (15/07/30 18:42)
本日取引
定期預金800,000円満期解約
現在ポジション
XOM24株@81.62USD(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
豪ドル-米ドル L1枚@0.8464 累計SW12,726円
ミニNZドル-円L1枚@90.697 累計SW649円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF293.82USD 豪ドル建MMF565.44AUD
NZドル建MMF69.44NZD 南アランドMMF3,356.42ZAR
豪ドル定期預金476.92AUD NZドル定期預金899.94NZD
香港ドル建定期預金1027.38HKD
(特定預り)
三井物産18株@1658 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅220株@693
三井物産10株@1639 商船三井100株@381
定期預金600,000円 定期積金1,081,000円 年金共済245,000円
買付余力3,300,700円
no.1505 塩漬け名人 (15/07/31 18:11)
本日取引
各種外貨建MMF利金入金 再投資
XOM24株@81.62USD(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
豪ドル-米ドル L1枚@0.8464 累計SW12,726円
ミニNZドル-円L1枚@90.697 累計SW649円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF293.86USD 豪ドル建MMF565.75AUD
NZドル建MMF110.53NZD 南アランドMMF3,364.10ZAR
豪ドル定期預金476.92AUD NZドル定期預金899.94NZD
香港ドル建定期預金1027.38HKD
(特定預り)
三井物産18株@1658 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅220株@693
三井物産10株@1639 商船三井100株@381
定期預金600,000円 定期積金1,081,000円 年金共済245,000円
買付余力3,300,700円
no.1506 塩漬け名人 (15/08/01 17:13)
本日取引
香港ドル定期預金159.24HKD満期解約
香港ドル定期預金159.35HKD年利0.35%6ヶ月申込
現在ポジション
XOM24株@81.62USD(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
豪ドル-米ドル L1枚@0.8464 累計SW12,726円
ミニNZドル-円L1枚@90.697 累計SW649円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF293.86USD 豪ドル建MMF565.75AUD
NZドル建MMF110.53NZD 南アランドMMF3,364.10ZAR
豪ドル定期預金476.92AUD NZドル定期預金899.94NZD
香港ドル建定期預金1,027.49HKD
(特定預り)
三井物産18株@1658 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅220株@693
三井物産10株@1639 商船三井100株@381
定期預金600,000円 定期積金1,081,000円 年金共済245,000円
買付余力3,300,700円
no.1507 塩漬け名人 (15/08/03 21:35)
本日取引
米ドル建債権利金6.26USD入金
現在ポジション
XOM24株@81.62USD(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
豪ドル-米ドル L1枚@0.8464 累計SW12,726円
ミニNZドル-円L1枚@90.697 累計SW649円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF293.86USD 豪ドル建MMF565.75AUD
NZドル建MMF110.53NZD 南アランドMMF3,364.10ZAR
豪ドル定期預金476.92AUD NZドル定期預金899.94NZD
香港ドル建定期預金1,027.49HKD
買付余力6.26USD
(特定預り)
三井物産18株@1658 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅220株@693
三井物産10株@1639 商船三井100株@381
定期預金600,000円 定期積金1,081,000円 年金共済245,000円
買付余力3,300,700円
no.1508 塩漬け名人 (15/08/04 20:43)
本日取引
丸紅100株@714売り
現在ポジション
XOM24株@81.62USD(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
豪ドル-米ドル L1枚@0.8464 累計SW13,002円
ミニNZドル-円L1枚@90.697 累計SW691円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF293.86USD 豪ドル建MMF565.75AUD
NZドル建MMF110.53NZD 南アランドMMF3,364.10ZAR
豪ドル定期預金476.92AUD NZドル定期預金899.94NZD
香港ドル建定期預金1,027.49HKD
買付余力6.26USD
(特定預り)
三井物産18株@1658 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅120株@693
三井物産10株@1639 商船三井100株@381
定期預金600,000円 定期積金1,081,000円 年金共済245,000円
買付余力3,372,000円
no.1509 塩漬け名人 (15/08/07 22:47)
本日取引
丸紅100株@729.1売り
米ドル建MMF6.26USD買付
現在ポジション
XOM24株@81.62USD(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
豪ドル-米ドル L1枚@0.8464 累計SW13,094円
ミニNZドル-円L1枚@90.697 累計SW704円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF300.13USD 豪ドル建MMF565.75AUD
NZドル建MMF110.53NZD 南アランドMMF3,364.10ZAR
豪ドル定期預金476.92AUD NZドル定期預金899.94NZD
香港ドル建定期預金1,027.49HKD
(特定預り)
三井物産18株@1658 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅20株@693
三井物産10株@1639 商船三井100株@381
定期預金600,000円 定期積金1,081,000円 年金共済245,000円
買付余力3,444,800円
no.1510 塩漬け名人 (15/08/12 00:24)
本日取引
定期預金560,000円満期解約
現在ポジション
XOM24株@81.62USD(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
豪ドル-米ドル L1枚@0.8464 累計SW13,309円
ミニNZドル-円L1枚@90.697 累計SW734円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF300.13USD 豪ドル建MMF565.75AUD
NZドル建MMF110.53NZD 南アランドMMF3,364.10ZAR
豪ドル定期預金476.92AUD NZドル定期預金899.94NZD
香港ドル建定期預金1,027.49HKD
(特定預り)
三井物産18株@1658 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅20株@693
三井物産10株@1639 商船三井100株@381
定期預金40,000円 定期積金1,081,000円 年金共済245,000円
買付余力4,005,200円
no.1511 塩漬け名人 (15/08/14 07:44)
本日取引
定期積金108,000円満期解約
80,000円入金 定期積金98,000円 年金共済10,000円
現在ポジション
XOM24株@81.62USD(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
豪ドル-米ドル L1枚@0.8464 累計SW13,359円
ミニNZドル-円L1枚@90.697 累計SW739円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF300.13USD 豪ドル建MMF565.75AUD
NZドル建MMF110.53NZD 南アランドMMF3,364.10ZAR
豪ドル定期預金476.92AUD NZドル定期預金899.94NZD
香港ドル建定期預金1,027.49HKD
(特定預り)
三井物産18株@1658 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅20株@693
三井物産10株@1639 商船三井100株@381
定期預金40,000円 定期積金1,071,000円 年金共済255,000円
買付余力4,095,500円
2015年度運用成績はわずかプラス50,000円ほど…
日経平均にも負けているが、温存しておいた買付余力を
大胆に投資していき、大きく利益を上げたい
no.1513 塩漬け名人 (15/08/22 05:42)
本日取引
みずほ200株@233.6買い
香港ドル526.62HKD満期解約
香港ドル527.04HKD6ヶ月年利0.46%申込
現在ポジション
XOM24株@81.62USD(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
豪ドル-米ドル L1枚@0.8464 累計SW13,359円
ミニNZドル-円L1枚@90.697 累計SW739円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF300.13USD 豪ドル建MMF565.75AUD
NZドル建MMF110.53NZD 南アランドMMF3,364.10ZAR
豪ドル定期預金476.92AUD NZドル定期預金899.94NZD
香港ドル建定期預金1,027.91HKD
(特定預り)
三井物産18株@1658 みずほ200株@233 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅20株@693
三井物産10株@1639 商船三井100株@381
定期預金40,000円 定期積金1,071,000円 年金共済255,000円
買付余力4,048,850円
no.1514 塩漬け名人 (15/08/24 19:48)
本日取引
豪ドル-米ドル L1枚@0.8464 累計SW13,359円
@0.7103決済
NZドル円ミニL2米@76.590@77.466約定
現在ポジション
XOM24株@81.62USD(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
ミニNZドル-円L3枚@81.584 累計SW782円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF300.13USD 豪ドル建MMF565.75AUD
NZドル建MMF110.53NZD 南アランドMMF3,364.10ZAR
豪ドル定期預金476.92AUD NZドル定期預金899.94NZD
香港ドル建定期預金1,027.91HKD
(特定預り)
三井物産18株@1658 みずほ200株@233 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅20株@693
三井物産10株@1639 商船三井100株@381
定期預金40,000円 定期積金1,071,000円 年金共済255,000円
買付余力4,048,850円
no.1515 塩漬け名人 (15/08/25 01:41)
まぁFXで得る金っていうのは数多の人間達が破産して失った金だからな
no.1516 記入なし (15/08/25 20:08)
昨日本日取引
NZドル円ミニL1枚@78.064決済@77.376約定
伊藤忠商事100株@1357買い
現在ポジション
XOM24株@81.62USD(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
ミニNZドル-円L3枚@81.554 累計SW806円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF300.13USD 豪ドル建MMF565.75AUD
NZドル建MMF110.53NZD 南アランドMMF3,364.10ZAR
豪ドル定期預金476.92AUD NZドル定期預金899.94NZD
香港ドル建定期預金1,027.91HKD
(特定預り)
伊藤忠商事100株@1358 三井物産18株@1658
みずほ200株@233 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅20株@693
三井物産10株@1639 商船三井100株@381
定期預金40,000円 定期積金1,071,000円 年金共済255,000円
買付余力3,914,500円
no.1517 塩漬け名人 (15/08/26 19:34)
本日取引
みずほ100株@244売り
現在ポジション
XOM24株@81.62USD(NISA預り)
BHP30株@58.14USD VALE400株@17.36USD
中国建設銀行1,000株@6.50HKD(NISA預り)
ミニNZドル-円L3枚@81.554 累計SW860円
米ドル建社債9,000.00USD 豪ドル建社債1,000.00AUD
米ドルMMF300.13USD 豪ドル建MMF565.75AUD
NZドル建MMF110.53NZD 南アランドMMF3,364.10ZAR
豪ドル定期預金476.92AUD NZドル定期預金899.94NZD
香港ドル建定期預金1,027.91HKD
(特定預り)
伊藤忠商事100株@1358 三井物産18株@1658
みずほ200株@233 日本郵船5株@285
(NISA預り)
東芝60株@399.9 丸紅20株@693
三井物産10株@1639 商船三井100株@381
定期預金40,000円 定期積金1,071,000円 年金共済255,000円
買付余力3,938,600円
no.1518 塩漬け名人 (15/08/27 19:04)
塩漬け名人さん、自分は素人なんで数字を見てもイマイチよく分からないんですけど、調子はどうですか?
no.1519 記入なし (15/08/27 19:08)
It’s been a long time since 7/25.
Recently, falling stock prices seems to have happened at the same time all over the world.
That is why total valuation fell rapidly for only about a month. I wonder how long it’s been since this has happened before.
It brought back memories of when Lehman shock had happened in 2008.
8/20 Tencent 600株Buy(Price H$125.00)
Position Shares Closing price Valuation
Qihoo 400株 $52.66 \2,537,022
Baidu 2860株 $152.13 \52,403,979(NISA : 1,575,784)
Tencent 26900株 H$130.70 \53,686,724
USDFX \1,646,167
Total \110,273,892 (-21.63%)
* Currency exchange rates : $=\120.4435 H$=\15.67
It brings back memories, but the transition of the total valuation (the end of each month) in 2008 was as follows.
2008/01 \50,034,742
2008/02 \52,627,956( +5.2%)
2008/03 \43,097,881(-18.1%)
2008/04 \51,191,361(+18.8%)
2008/05 \51,055,368( -0.3%)
2008/06 \45,624,951(-10.6%)
2008/07 \46,950,900(+ 2.9%)
2008/08 \46,468,624( -1.0%)
2008/09 \41,596,942(-10.5%) → 9/15 Bankruptcy of Lehman Brothers
2008/10 \23,675,777(-43.1%)
2008/11 \25,723,967(+ 8.7%)
2008/12 \27,343,560(+ 6.3%)
Something like disasters will come when least expected,
not only the time of bankruptcy of Lehman Brothers but for about a month after that. Especially, it was amazing in October.
I can say that Lehman shock gave us the best opportunity to buy something, so let’s keep cash to some extent in case we miss it.
This time I would like to buy Baidu, Tencent, Qihoo but I can’t afford to buy them enough,
because I have little cash to get the better of inflation, so I will buy one of them as soon as I receive salary.
Let’s be rich each other.
no.1520 1501 (15/08/29 05:43)
儲かってはりますな〜
My mother was a flight attendant
no.1521 記入なし (15/09/05 22:58)
It’s been a long time since 8/29.
Falling stock prices still seems to have continued at the same time all over the world.
It is likely to be a big chance to invest something after a few years’absence this year.
9/25 Tencent 100株Buy (Price H$130.00)
Position Shares Closing price Valuation
Qihoo 400株 $48.56 \2,322,246
Baidu 2860株 $134.34 \45,934,706(NISA : 1,381,253)
Tencent 27000株 H$131.00 \53,599,698
USDFX \1,488,132
Total \103,344,782 (-6.3%)
* Currency exchange rates : $=\119.5555 H$=\15.154
The last time I wrote, I showed the transition of the total valuation in 2008,
but after that, it showed amazing recovery as follows. (Every sixth month)
Year/Month Valuation Main position
2008/06 \45,624,951 Berkshire Hathaway, CNOOC, Luoxin, USDFX
2008/12 \27,343,560 CNOOC, Jiangxi Copper, Luoxin, USDFX
2009/06 \57,226,204 CNOOC, Jiangxi Copper, Luoxin, USDFX
2009/12 \71,912,225 CNOOC, Jiangxi Copper, Luoxin, USDFX
2010/06 \68,123,289 CNOOC, Jiangxi Copper, Luoxin, USDFX
2010/12 \78,683,388 CNOOC, Jiangxi Copper, Luoxin, USDFX
2011/06 \72,315,636 CNOOC, Jiangxi Copper, Luoxin, USDFX
2011/12 \43,408,977 CNOOC, Luoxin, Tencent, USDFX
2012/06 \48,360,213 CNOOC, Luoxin, Tencent, USDFX
2012/12 \61,326,865 CNOOC, Luoxin, Tencent, USDFX
2013/06 \65,359,279 CNOOC, Luoxin, Tencent, USDFX
2013/12 \86,427,643 Baidu, Luoxin, Tencent, USDFX
2014/06 \97,818,177 Baidu, Qihoo, Tencent, USDFX
2014/12 \128,315,744 Baidu, Qihoo, Tencent, USDFX
2015/06 \142,386,366 Baidu, Qihoo, Tencent, USDFX
2015/12 ? ? ? ? ?
At that time, I took into consideration the rise in resource prices, so mainposition was what I indicated.
But after that, owing to Cher revolution, I changed my position, because I expected the decline in resource prices,
so I got rid of those related to resources. It enabled me to give a good outcome.
It is thought that we never come to the conclusion of what position we should take without taking the megatrends into account.
By the way, share price of Baidu is unlikely to rise for the time being
on account of the huge amount of new investment to O2O (online-to-offline)longer than I thought,
so I think if I’m going to invest, now’s my chance, but unfortunately I will not be able to till new year in 2016.
Let’s do our best each other!
no.1522 1520 (15/09/26 05:43)
塩漬け名人さん もう書き込まないのですかw
no.1523 記入なし (15/10/12 18:53)
It’s been a long time since 9/26.
I never dreamed share price of Baidu would be so rapidly recovered for only about a month before I knew it.
I hate to admit it, but it can't be helped in a sense.
No one knows when it will be recovered and how valuation will change in the near future,
because it is influenced by the herd mentality,
but it will almost link to National power and corporate performance in the long run.
The day will come when China will be the top in the world sooner or later.
On top of that, from my subjective point of view, Baidu has future,
to say nothing of Tencent, no matter what anyone says, they are great brand.
Please look forward to it.
Position Shares Closing price Valuation
Qihoo360 400株 $57.09 \2,733,092
Baidu 2860株 $187.47 \64,170,008(NISA : 1,929,588)
Tencent 27000株 H$146.60 \60,049,852
USDFX \1,846,953
Total \128,799,905 (△24.6%)
* Currency exchange rates : $=\119.6835 H$=\15.171
no.1524 1522 (15/10/31 05:20)
It’s been a long time since 10/31
It’s the first time in about five months that total valuation has been high like this.
That’t too bad I couldn’t buy Baidu in the past a few months.
Before I receive salary, share price of Baidu had been recovered rapidly,
though I thought it was going to take until next year at least.
But I had a feeling that would happen just a little.
I wonder my rhythm is all out of whack now. Eventually,
I could add only 700 stocks of Tencent, this was all I could manage.
Come to think of it, when falling stock prices happened at the same time all over the world from August to October,
I felt so much excitement, especially while buying Tencent.
When I asked myself how I could invest like that, my opinion is that I need a story when I invest.
It is thought that if I have a story, the investment is wonderful. For example,
the worker providing internet, chat or searching so early to make many people happy, and that kind of investment is wonderful.
I never sell so easily even if falling stock prices happened, apart from growth potential problem. In short,
even if I can’t invest like professional expert, I can invest with a story that is like me. The important is love.
Each investment has a story that makes it wonderful, for example the worker, company, society, and so on.
That’s what makes it excitement.
By the way, I went to Kyoto the other day to see autumn leaves.
It’s not winter until I see autumn leaves, but I thought this year’s autumn leaves were unusual,
because some leaves had fallen, others began coloring in the same place. What’s going on?
I don’t know if I should be relieved or sad...I wonder if it’s because of the bad location. I know it couldn’t be,
but by any chance...as far as I know, it might have had something to do with El Nino?
This is what I wrote in no.1501 (15/7/25 5:31)
Position Shares Closing price Valuation
Qihoo360 400株 $67.59 \3,294,431
Baidu 2,860株 $205.58 \71,644,838(NISA : 2,154,355)
Tencent 27,000株 H$153.20 \63,911,516
USDFX \2,020,161
Total \140,870,946 (△9.4%)
* Currency exchange rates : $=\121.8535 H$=\15.451
no.1525 1524 (15/11/28 05:33)
no.1523さん
名人は忙しそうですね
no.1526 記入なし (15/12/30 22:20)
Happy New Year! It’s been a long time since 11/28. Last year was an very exciting about four years’ absence.
The total valuation in 2015 was almost no change in 2014.
Position Shares Closing price Valuation
Qihoo360 400株 $72.81 \3,471,566
Baidu 2,860株 $189.04 \64,445,734(NISA : \1,937,879)
Tencent 27,000株 H$152.50 \62,211,308
USDFX \1,325,118
Total \131,453,726 (▼6.7%)
* Currency exchange rates : $=\119.1995 H$=\15.109
the transition of valuation every third month for the past two years was as follows.
2014/01/01 \86,427,643
2014/03/24 \91,142,010(△ 5.5%)
2014/06/28 \97,818,177(△ 7.3%)
2014/10/05 \114,851,474(△17.4%)
2015/01/01 \128,315,744(△11.7%)
2015/03/28 \129,447,326(△ 0.9%)
2015/06/27 \142,386,366(△10.0%)
2015/09/26 \103,344,782(▼27.4%)
2016/01/01 \131,453,726(△27.2%)
It’s been 13 years since I began to invest, and the ransition of the valuation of each year's end was as follows.
Year/Month Valuation(up down rate) Main Position
2002/12 \18,403,525 Berkshire Hathaway, USDMMF
2003/12 \21,117,064(△ 14.7%) Berkshire Hathaway, CNOOC, USDFX
2004/12 \27,130,458(△ 28.5%) ( 〃 )
2005/12 \31,976,351(△ 17.9%) ( 〃 )
2006/12 \43,364,224(△ 35.6%) Berkshire Hathaway, CNOOC, Luoxin, USDFX
2007/12 \53,648,856(△ 23.7%) ( 〃 )
2008/12 \27,343,560(▼ 49.0%) CNOOC, Jiangxi Copper, Luoxin, USDFX
2009/12 \71,912,225(△163.0%) ( 〃 )
2010/12 \78,683,388(△ 9.4%) ( 〃 )
2011/12 \43,408,977(▼ 44.8%) CNOOC, Luoxin, Tencent, USDFX
2012/12 \61,326,865(△ 41.3%) ( 〃 )
2013/12 \86,427,643(△ 40.9%) Baidu, Luoxin, Tencent, USDFX
2014/12 \128,315,744(△ 48.5%) Baidu, Qihoo360, Tencent, USDFX
2015/12 \131,453,726(△ 2.4%) ( 〃 )
Annual average investment rate in the past 13 years was 16.3%.
no.1527 1525 (16/01/01 21:54)
It’s been a long time since 1/1.
I decided to get rid of Qihoo360 because of MBO(= Management Buyout)in the near future. It can't be helped.
01/05 Sell Qihoo360 400(Price $72.50)
01/21 Buy Alibaba 364(Price $68.71)
Position Shares Closing price Valuation
Alibaba 364 $67.03 \2,935,446(NISA : \1,161,275)
Baidu 2,860 $163.27 \56,179,253(NISA : \1,689,306)
Tencent 27,000 H$144.90 \59,349,591
USDFX \1,689,162
Total \120,153,452 (▼8.6%)
* Currency exchange rates : $=\120.3105 H$=\15.17
no.1528 1527 (16/01/30 14:02)
It’s been a long time since 1/30. Appreciation of the yen
Position Shares Closing price Valuation
Alibaba 364 $72.22 \2,957,107(NISA : \1,169,844)
Baidu 2,860 $178.55 \57,442,590(NISA : \1,727,295)
Tencent 27,000 H$147.20 \56,484,173
USDFX \2,019,281
Total \118,903,151 (▼1.0%)
* Exchange rates : $=\112.4885 H$=\14.212
no.1529 記入なし (16/03/05 07:30)
It’s been a long time since 3/5. Almost no change
Position Shares Price Valuation
Alibaba 364 $75.86 \3,095,574(NISA : \1,224,623)
Baidu 2,860 $184.86 \59,270,133(NISA : \1,782,249)
Tencent 27,000 H$158.80 \60,789,593
USDFX \2,254,183
Total \125,409,483 (△5.5%)
* Exchange rates : $=\112.1055 H$=\14.178
no.1530 記入なし (16/03/26 05:30)
It’s been a long time since 3/26. Remarkable stronger yen.
(Exchange rate : $ = \106.0845 H$ = \13.399)
Position Shares Price Valuation
Alibaba 364 $76.94 \2,971,019(NISA : \1,175,348)
Baidu 2,860 $194.30 \58,950,944(NISA : \1,772,651)
Tencent 27,000 H$158.90 \57,485,730
USDFX \2,609,441
Total \122,017,134 (▼2.7%)
no.1531 記入なし (16/04/30 06:25)
アメリカの為替監視国認定と日本の麻生の為替介入示唆はどっちが勝つのか月曜楽しみだな。おれはアメリカが勝つと思う。
no.1532 記入なし (16/05/01 06:49)
一度しか言わないぞ。
これから円安に動く変化の兆しあり。
円売りドル買い全力でいけ。
no.1533 記入なし (16/05/01 23:02)
そんなことしたら電車が止まるな
no.1534 記入なし (16/05/02 15:55)
あなたが全力でやればいいやん
no.1535 記入なし (16/05/02 15:57)
兆しかいなそうかいな
no.1536 記入なし (16/05/02 16:14)
It’s been a long time since 4/30. Remarkable progress, espescially Tencent.
(Exchange rate : $ = \109.3405 H$ = \14.806)
Position Shares Price Valuation
Alibaba 364 $80.97 \3,222,601(NISA : \1,274,875)
Baidu 2,860 $185.01 \57,855,186(NISA : \1,739,701)
Tencent 27,000 H$171.20 \68,439,254
USDFX \2,792,045
Total \132,309,086 (△8.4%)
no.1537 1528〜1531 (16/05/29 17:44)
It’s been a long time since 5/29.
British EU withdrawal has become a hot topic. It seems best chance is approaching.
It has become interesting, because confusion is likely to continue for a while.
(Exchange rate : $=\101.2625 H$=\12.778)
Position Shares Price Valuation
Alibaba 364 $76.08 \2,804,275(NISA : \1,109,383)
Baidu 2,860 $159.12 \46,082,863(NISA : \1,385,708)
Tencent 27,000 H$173.80 \59,962,043
USDFX \3,047,405
Total \111,896,586 (▼14.9% Year-to-date)
no.1538 記入なし (16/06/25 05:19)
It’s been a long time since 6/25. The next target is Facebook.
(Exchange rate : $=\101.1425 H$=\12.767)
Position Shares Price Valuation
Alibaba 364 $82.48 \3,036,573(NISA : \1,201,282)
Baidu 2,860 $159.60 \46,167,101(NISA : \1,388,241)
Tencent 27,000 H$186.50 \64,288,229
USDFX \4,195,199
Total \117,687,102 (△5.2%)
no.1539 記入なし (16/07/30 05:40)
経験は半年くらいです。
スキャルプでまぁ順調に勝ち続けてますが、
強くなればなるほど、スリッページで怪しい時の頻度が上がってきてる気がします。
証券会社にマークされて、数学的な細工を仕込まれることってあるんですか?
no.1540 記入なし (16/08/24 23:08)
It’s been a long time since 7/30. I will proceed on this course for a while.
(Exchange rate : $=\100.8365 H$=\12.728)
Position Shares Price Valuation
Alibaba 364 $95.06 \3,489,128(NISA : \1,380,315)
Baidu 2,860 $173.47 \50,027,428(NISA : \1,504,321)
Tencent 27,000 H$200.40 \68,868,662
USDFX \4,433,189
Total \126,818,407 (△7.8%)
no.1541 1537〜1539 (16/08/27 05:49)
It’s been a long time since 8/27. It's possible that valuation today is entirely different from
what I in tha past had hoped for.
(Exchange rate : $=\100.0505 H$=\12.629)
Position Shares Price Valuation
Alibaba 364 $107.71 \3,922,624(NISA : \1,551,807)
Baidu 2,860 $191.72 \54,859,610(NISA : \1,649,625)
Tencent 27,000 H$218.20 \74,402,491
USDFX \4,595,925
Total \137,780,650 (△8.6%)
no.1542 記入なし (16/09/25 00:47)
It’s been a long time since 9/25. Weaker yen
(Exchange rate : $=\103.7315 H$=\13.105)
Position Shares Price Valuation
Alibaba 364 $101.93 \3,848,700(NISA : \1,522,563)
Baidu 2,860 $179.59 \53,279,341(NISA : \1,602,106)
Tencent 27,000 H$208.00 \73,597,680
USDFX \4,986,790
Total \135,712,511 (▼1.5%)
no.1543 記入なし (16/10/30 05:37)
It’s been a long time since 10/30. Weaker yen
(Exchange rate : $=\111.9575 H$=\14.163)
Position Shares Price Valuation
Alibaba 364 $93.01 \3,790,393(NISA : \1,499,496)
Baidu 2,860 $164.44 \52,653,433(NISA : \1,583,285)
Tencent 27,000 H$193.00 \73,803,393
USDFX \5,311,028
Total \135,558,247 (▼0.1%)
no.1545 1541〜1543 (16/11/26 05:41)
Happy New Year! It’s been a long time since 11/26. (Exchange rate : $=\115.9615 H$=\14.685)
12/22 Buy Tencent 1,000(Price H$182.20)
Position Shares Price Valuation
Alibaba 364 $87.81 \3,706,459(NISA : \1,466,291)
Baidu 2,860 $164.41 \54,526,558(NISA : \1,639,610)
Tencent 28,000 H$189.70 \78,000,846
USDFX \3,731,798
Total \139,965,661(△3.3%)
So far, there were many times when there was almost no change every month, so I will change from monthly report
to quarterly from now on. Because I think that it will be more interesting to have big change. Come to think of it, there were 2 great opportunities last year, but unfortunately,
I couldn’t invest to my heart’s content. Next time, I will do my best.
The transition of valuation every third month for the past 3 years was as follows.
Year/Mo/Da Valuation
2014/01/01 \86,427,643( ☆ )( ☆ )( ☆ )
2014/03/24 \91,142,010(△ 5.5%)( ↓ )( ↓ )
2014/06/28 \97,818,177(△ 7.3%)(△13.2%)( ↓ )
2014/10/05 \114,851,474(△17.4%)( ↓ )( ↓ )
2015/01/01 \128,315,744(△11.7%)(△31.2%)(△48.5%)
2015/03/28 \129,447,326(△ 0.9%)( ↓ )( ↓ )
2015/06/27 \142,386,366(△10.0%)(△11.0%)( ↓ )
2015/09/26 \103,344,782(▼27.4%)( ↓ )( ↓ )
2016/01/01 \131,453,726(△27.2%)(▼ 7.7%)(△ 2.4%)
2016/03/26 \125,409,483(▼ 4.6%)( ↓ )( ↓ )
2016/06/25 \111,896,586(▼10.8%)(▼14.9%)( ↓ )
2016/09/25 \137,780,650(△23.1%)( ↓ )( ↓ )
2017/01/01 \139,965,661(△ 1.6%)(△25.1%)(△ 6.5%)
It’s been 14 years since I began to invest. The transition of the valuation of each year's end was as follows.
Year/Mo Valuation
2002/12 \18,403,525( ☆ )( ☆ )
2003/12 \21,117,064(△ 14.7%)( ↓ )
2004/12 \27,130,458(△ 28.5%)(△ 47.4%)( ☆ )
2005/12 \31,976,351(△ 17.9%)( ↓ )( ↓ )
2006/12 \43,364,224(△ 35.6%)(△ 59.8%)( ↓ )
2007/12 \53,648,856(△ 23.7%)( ↓ )(△ 97.7%)
2008/12 \27,343,560(▼ 49.0%)(▼ 36.9%)( ↓ )
2009/12 \71,912,225(△163.0%)( ↓ )( ↓ )
2010/12 \78,683,388(△ 9.4%)(△187.8%)(△ 46.7%)
2011/12 \43,408,977(▼ 44.8%)( ↓ )( ↓ )
2012/12 \61,326,865(△ 41.3%)(▼ 22.1%)( ↓ )
2013/12 \86,427,643(△ 40.9%)( ↓ )(△ 9.8%)
2014/12 \128,315,744(△ 48.5%)(△109.2%)( ↓ )
2015/12 \131,453,726(△ 2.4%)( ↓ )( ↓ )
2016/12 \139,965,661(△ 6.5%)(△ 9.1%)(△ 61.9%)
Annual average investment rate in the past 14 years was △15.6%.
{ ∵ =(139965661/18403525)^(1/14)-1 }
From this year, continuous information gathering and analysis will be conducted with consideration of mega trends,
especially artificial intelligence, Tokyo Olympic, automatic driving, finance and technology, virtual reality, games,
internet of things, large data, clouds, regenerative medicine, eco cars, and so on.
It is important how fast to take positions matching mega trends. I am looking forward to seeing how they will change.
no.1546 記入なし (17/01/01 00:19)
me too (。・ω・。)
no.1547 記入なし (17/01/01 15:10)
日本語で書き込んでください
no.1548 記入なし (17/01/18 18:37)
塩漬け名人さん 生きていますか!
no.1549 記入なし (17/01/18 22:41)
ハングルが文字化けしたのか?
no.1550 記入なし (17/01/18 23:02)
儲かりますか?
no.1551 記入なし (17/03/21 11:46)
It’s been a long time since 1/1. ($=\110.3845 H$=\13.928)
1/4 Buy Alibaba 111(Price $ 88.60)
1/4 Buy Tencent 300(Price H$189.00)
Position Shares Price Valuation
Alibaba 475 $107.83 \5,653,811(NISA : \1,637,744)
Baidu 2,860 $172.52 \54,464,507(NISA : \3,035,204)
Tencent 28,300 H$222.80 \87,819,383
USDFX \3,519,655
Total \151,457,356 (△8.2%)
Interim report
Year/Mo/Da Valuation
2017/01/01 \139,965,661( ☆ )( ☆ )
2017/01/28 \147,879,844(△ 5.7%)( ↓ )
2017/02/25 \147,302,008(▼ 0.4%)( ↓ )
2017/04/01 \151,457,356(△ 2.8%)(△ 8.2%)
no.1552 1545 and 1546 (17/04/01 06:10)
途絶えたな。マイ転した?
no.1553 記入なし (17/04/16 16:52)
FXやってる人いますか?
私はやっと収入が安定しました。
自分の場合、大玉(全力玉とか2分の1玉とか)をやめてから負け知らずです。
20分の1くらいを両建てとナンピンすればマイナスで抜けるほうが難しい。
100万の証拠金から毎月の生活費+貯蓄ぶんねん出できてます。
ただこの証拠金100万を1億にしようとか思いだしたらすぐにすってんてんでしょうねぇ。
証拠金を何十倍にもできた人のコツを聞いてみたい気がします。
自分の場合は欲と焦りをいかに抑えるかがカギでした。
no.1554 記入なし (17/06/18 10:48)
やっぱり英語さんは外国人だったの?
no.1555 記入なし (17/06/18 19:29)
It’s been a long time since 4/1. ($=\111.2 H$=\13.97)
5/1 Buy Alibaba 165(Price $115.60)
Position Shares Price Valuation
Alibaba 640 $140.90 \10,027,571(NISA : \3,995,360)
Baidu 2,860 $178.86 \56,883,204(NISA : \1,710,474)
Tencent 28,300 H$279.20 \110,381,999
USDFX \2,856,506
Total \180,149,280 (△28.7%)
Interim report
Year/Mo/Da Valuation
2017/01/01 \139,965,661( ☆ )( ☆ )( ☆ )
2017/01/28 \147,879,844(△ 5.7%)( ↓ )( ↓ )
2017/02/25 \147,302,008(▼ 0.4%)( ↓ )( ↓ )
2017/04/01 \151,457,356(△ 2.8%)(△ 8.2%)( ↓ )
2017/04/29 \162,753,702(△ 7.5%)( ↓ )( ↓ )
2017/05/27 \179,796,631(△10.5%)( ↓ )( ↓ )
2017/07/01 \180,149,280(△ 0.2%)(△18.9%)(△28.7%)
no.1556 記入なし (17/07/01 06:08)
It’s been a long time since 7/1. ($=\111.5515 H$=\14.006)
08/01 Buy シェアリングテクノロジー(IPO) 100(Price \1,600)
08/03 Sell シェアリングテクノロジー(IPO) 100(Price \2,990) Tax \28,011
Position Shares Price Valuation
Alibaba 640 $172.71 \12,330,278(NISA : \4,912,845)
Baidu 2,860 $247.69 \79,022,346(NISA : \2,376,196)
Tencent 28,300 H$336.20 \133,259,527
USDFX \3,918,533
Total \228,530,684 (△63.3%)
Interim report
Year/Mo/Da Valuation
2017/01/01 \139,965,661( ☆ )( ☆ )( ☆ )( ☆ )
2017/01/28 \147,879,844(△ 5.7%)( ↓ )( ↓ )( ↓ )
2017/02/25 \147,302,008(▼ 0.4%)( ↓ )( ↓ )( ↓ )
2017/04/01 \151,457,356(△ 2.8%)(△ 8.2%)( ↓ )( ↓ )
2017/04/29 \162,753,702(△ 7.5%)( ↓ )( ↓ )( ↓ )
2017/05/27 \179,796,631(△ 10.5%)( ↓ )( ↓ )( ↓ )
2017/07/01 \180,149,280(△ 0.2%)(△ 18.9%)(△ 28.7%)( ↓ )
2017/07/29 \201,942,490(△ 12.1%)( ↓ )( ↓ )( ↓ )
2017/08/26 \211,613,777(△ 4.8%)( ↓ )( ↓ )( ↓ )
2017/10/01 \228,530,684(△ 8.0%)(△ 26.9%)( ↓ )(△ 63.3%)
no.1557 1552 and 1556 (17/10/01 00:40)
Happy New Year! It’s been a long time since 10/1. ($=\111.6755 H$=\14.02)
Position Shares Price Valuation
Alibaba 640 $172.43 \12,323,972 (NISA : \4,910,333)
Baidu 2,860 $234.21 \74,804,784 (NISA : \2,249,375)
Tencent 28,300 H$406.00 \161,086,996
USDFX \5,706,576
Total \253,922,328 (△ 81.4%)
Interim report
Year/Mo/Da Valuation
2017/01/01 \139,965,661( ☆ )( ☆ )( ☆ )( ☆ )
2017/01/28 \147,879,844(△ 5.7%)( ↓ )( ↓ )( ↓ )
2017/02/25 \147,302,008(▼ 0.4%)( ↓ )( ↓ )( ↓ )
2017/04/01 \151,457,356(△ 2.8%)(△ 8.2%)( ↓ )( ↓ )
2017/04/29 \162,753,702(△ 7.5%)( ↓ )( ↓ )( ↓ )
2017/05/27 \179,796,631(△ 10.5%)( ↓ )( ↓ )( ↓ )
2017/07/01 \180,149,280(△ 0.2%)(△ 18.9%)(△ 28.7%)( ↓ )
2017/07/29 \201,942,490(△ 12.1%)( ↓ )( ↓ )( ↓ )
2017/08/26 \211,613,777(△ 4.8%)( ↓ )( ↓ )( ↓ )
2017/10/01 \228,530,684(△ 8.0%)(△ 26.9%)( ↓ )( ↓ )
2017/10/28 \233,473,941(△ 2.2%)( ↓ )( ↓ )( ↓ )
2017/12/02 \243,735,201(△ 4.4%)( ↓ )( ↓ )( ↓ )
2018/01/01 \253,922,328(△ 4.2%)(△ 11.1%)(△ 41.0%)(△ 81.4%)
It’s been 15 years since I began to invest. The transition of the valuation of each year's end was as follows.
Year/Mo Valuation
2002/12 \18,403,525( ☆ )( ☆ )( ☆ )( ☆ )
2003/12 \21,117,064(△ 14.7%)( ↓ )( ↓ )( ↓ )
2004/12 \27,130,458(△ 28.5%)( ↓ )( ↓ )( ↓ )
2005/12 \31,976,351(△ 17.9%)(△ 73.8%)( ↓ )( ↓ )
2006/12 \43,364,224(△ 35.6%)( ↓ )( ↓ )( ↓ )
2007/12 \53,648,856(△ 23.7%)( ↓ )(△191.5%)( ↓ )
2008/12 \27,343,560(▼ 49.0%)(▼ 14.5%)( ↓ )( ↓ )
2009/12 \71,912,225(△163.0%)( ↓ )( ↓ )( ↓ )
2010/12 \78,683,388(△ 9.4%)( ↓ )( ↓ )( ↓ )
2011/12 \43,408,977(▼ 44.8%)(△ 58.8%)( ↓ )( ↓ )
2012/12 \61,326,865(△ 41.3%)( ↓ )(△ 14.1%)( ↓ )
2013/12 \86,427,643(△ 40.9%)( ↓ )( ↓ )( ↓ )
2014/12 \128,315,744(△ 48.5%)(△195.6%)( ↓ )( ↓ )
2015/12 \131,453,726(△ 2.4%)( ↓ )( ↓ )( ↓ )
2016/12 \139,965,661(△ 6.5%)( ↓ )( ↓ )( ↓ )
2017/12 \253,922,328(△ 81.4%)(△ 97.9%)(△314.0%)(△1,279.7%)
Annual average investment rate in the past 15 years was △19.1%.
{ ∵ =(253,922,328/18,403,525)^(1/15)-1 }
It looks like last year’s investment was a great success. It was worth holding out for a long time.
It was 15 years ago, I couldn’t imagine seeing myself like this.
Investment doesn’t always take the same form and always evolves and changes.
I notice there are some ways to get the most out of it. And my investment is beginning to take shape.
From my subjective point of view, AI(=Artificial intelligence) is definitely going to change our lives.
Even in Japan, which has been delayed until now, practical application is progressing steadily,
usage progresses in many industries. It seems that AI will bring about an endless impact.
I’ll do my best again this year.
no.1558 1557 (18/01/01 00:18)
It’s been a long time since 1/1.
($=\105.2135 H$=\13.132)
01/04 Buy Alibaba 55(Price $185.00)
03/23 Buy じげん 2000(Price \950.00)
Position Shares Price Valuation
Alibaba 695 $183.54 \13,421,066 (NISA : \5,986,375)
Baidu 2,860 $223.19 \67,160,239 (NISA : \2,019,504)
Tencent 28,300 H$409.60 \152,221,942
じげん 2,000 \980.00 \1,960,000
USDFX \3,294,945
Total \238,058,192 (▼ 6.3%)
My feelings
Storong buy → じげん
Buy → Tencent
Hold → Others
no.1559 記入なし (18/03/31 08:15)
It’s been a long time since 3/31. ($=\109.6795 H$=\13.705)
Position Shares Price Valuation
Alibaba 695 $185.53 \14,142,442 (NISA : \6,308,140)
Baidu 2,860 $243.00 \76,225,059 (NISA : \2,292,082)
Tencent 28,300 H$393.80 \152,735,921
じげん 2,000 \886.00 \1,772,000
USDFX \4,911,358
Total \249,786,780 (▼ 1.6%)
Interim report
Year/Mo/Da Valuation
2018/01/01 \253,922,328( ☆ )( ☆ )
2018/03/31 \238,058,192(▼ 6.3%)( ↓ )
2018/06/30 \249,786,780(△ 4.9%)(▼ 1.6%)
no.1560 記入なし (18/06/30 05:50)
It’s been a long time since 6/30. ($=\112.6775 H$=\14.12)
08/16 Buy Tencent 400(Price H$320.00)
09/06 Buy じげん 2000(Price \800.00)
09/19 Buy SBIインシュアランスグループ(IPO) 100(Price \2,160)
09/27 Sell SBIインシュアランスグループ(IPO) 100(Price \2,160)
Position Shares Price Valuation
Alibaba 695 $164.76 \12,902,498 (NISA : \5,755,071)
Baidu 2,860 $228.68 \73,693,879 (NISA : \2,215,970)
Tencent 28,700 H$323.20 \130,974,861
じげん 4,000 \839.00 \3,356,000
USDFX \1,980,755
Total \222,907,993 (▼ 12.2%)
Interim report
Year/Mo/Da Valuation
2018/01/01 \253,922,328( ☆ )( ☆ )( ↓ )
2018/03/31 \238,058,192(▼ 6.3%)( ↓ )( ↓ )
2018/06/30 \249,786,780(△ 4.9%)(▼ 1.6%))( ↓ )
2018/09/30 \222,907,993(▼ 10.8%)( ↓ )(▼ 12.2%)
My feelings
Storong buy → Tencent、じげん
Buy → Alibaba、Baidu
no.1561 記入なし (18/09/30 00:07)
It’s been a long time since 9/30. ($=\109.0865 H$=\13.657)
11/01 Buy Tencent 300(Price H$275.00)
12/21 Buy じげん 300(Price \500.00)
Position Shares Price Valuation
Alibaba 695 $137.07 \10,391,978 (NISA : \4,634,256)
Baidu 2,860 $158.60 \49,481,200 (NISA : \1,487,896)
Tencent 29,000 H$314.00 \124,360,642
じげん 4,500 \507.00 \2,281,500
USDFX \2,181,484
Total \188,696,804 (▼ 25.7%)
Interim report
Year/Mo/Da Valuation
2018/01/01 \253,922,328( ☆ )( ☆ )( ↓ )
2018/03/31 \238,058,192(▼ 6.3%)( ↓ )( ↓ )
2018/06/30 \249,786,780(△ 4.9%)(▼ 1.6%))( ↓ )
2018/09/30 \222,907,993(▼ 10.8%)( ↓ )( ↓ )
2019/01/01 \188,696,804(▼ 15.3%)(▼ 24.5%)(▼ 25.7%)
It’s been 16 years since I began to invest. The transition of the valuation of each year's end was as follows.
Year/Mo Valuation
2002/12 \18,403,525( ☆ )( )( )( ☆ )
2003/12 \21,117,064(△ 14.7%)( ☆ )( ☆ )( ↓ )2004/12 \27,130,458(△ 28.5%)( ↓ )( ↓ )( ↓ ) 2005/12 \31,976,351(△ 17.9%)( ↓ )( ↓ )( ↓ )2006/12 \43,364,224(△ 35.6%)(△105.4%)( ↓ )( ↓ ) 2007/12 \53,648,856(△ 23.7%)( ↓ )( ↓ )( ↓ )2008/12 \27,343,560(▼ 49.0%)( ↓ )(△ 29.5%)( ↓ )
2009/12 \71,912,225(△163.0%)(△ 65.8%)( ↓ )( ↓ )
2010/12 \78,683,388(△ 9.4%)( ↓ )( ↓ )( ↓ )
2011/12 \43,408,977(▼ 44.8%)( ↓ )( ↓ )( ↓ )
2012/12 \61,326,865(△ 41.3%)(▼ 14.7%)( ↓ )( ↓ ) 2013/12 \86,427,643(△ 40.9%)( ↓ )(△216.1%)( ↓ ) 2014/12 \128,315,744(△ 48.5%)( ↓ )( ↓ )( ↓ ) 2015/12 \131,453,726(△ 2.4%)(△114.4%)( ↓ )( ↓ ) 2016/12 \139,965,661(△ 6.5%)( ↓ )( ↓ )( ↓ )2017/12 \253,922,328(△ 81.4%)( ↓ )( ↓ )( ↓ )
2018/12 \188,696,804(▼ 25.7%)(△ 43.6%)(△118.3%)(△925.3%)
Annual average investment rate in the past 16 years was △15.7%.
{ ∵ =(188,696,804/18,403,525)^(1/16)-1 }
What a last year that has been! It's remarkable I've encountered Stormy market.
Because of the Trade friction between China and the United States in addition to Chinese government policy, and so on, there was hardly any way.
But I've been through this kind of thing before. Now it's getting interesting. It may be strange for me to say this, but it looks as if it just stepped out of a painting. At any rate it's part of my plan, the real fun for me has yet to come. I'll have my own wish.
no.1562 記入なし (19/01/01 06:39)
Sorry!
It’s been 16 years since I began to invest. The transition of the valuation of each year's end was as follows.
Year/Mo Valuation
2002/12 \18,403,525( ☆ )( )( )( ☆ )
2003/12 \21,117,064(△ 14.7%)( ☆ )( ☆ )( ↓ )
2004/12 \27,130,458(△ 28.5%)( ↓ )( ↓ )( ↓ )
2005/12 \31,976,351(△ 17.9%)( ↓ )( ↓ )( ↓ )
2006/12 \43,364,224(△ 35.6%)(△105.4%)( ↓ )( ↓ )
2007/12 \53,648,856(△ 23.7%)( ↓ )( ↓ )( ↓ )
2008/12 \27,343,560(▼ 49.0%)( ↓ )(△ 29.5%)( ↓ )
2009/12 \71,912,225(△163.0%)(△ 65.8%)( ↓ )( ↓ )
2010/12 \78,683,388(△ 9.4%)( ↓ )( ↓ )( ↓ )
2011/12 \43,408,977(▼ 44.8%)( ↓ )( ↓ )( ↓ )
2012/12 \61,326,865(△ 41.3%)(▼ 14.7%)( ↓ )( ↓ ) 2013/12 \86,427,643(△ 40.9%)( ↓ )(△216.1%)( ↓ )
2014/12 \128,315,744(△ 48.5%)( ↓ )( ↓ )( ↓ )
2015/12 \131,453,726(△ 2.4%)(△114.4%)( ↓ )( ↓ )
2016/12 \139,965,661(△ 6.5%)( ↓ )( ↓ )( ↓ )
2017/12 \253,922,328(△ 81.4%)( ↓ )( ↓ )( ↓ )
2018/12 \188,696,804(▼ 25.7%)(△ 43.6%)(△118.3%)(△925.3%)
no.1563 1562 (19/01/01 06:44)
Give me money.(*^3(*^o^*)
no.1564 記入なし (19/01/06 11:10)
It’s been a long time since 1/1.
($=\109.725 H$=\13.706)
02/26 Buy Baidu 40(Price $170.01)
03/14 Buy ミンカブ・ジ・インフォノイド(IPO) 100(Price \1,050)
03/19 Sell ミンカブ・ジ・インフォノイド(IPO) 100(Price \1,400) Tax \7,086
03/29 Sell じげん 500(Price \586.00) Cash back \7,086
Position Shares Price Valuation
Alibaba 695 $182.45 \13,913,432 (NISA : \6,205,991)
Baidu 2,900 $164.85 \52,455,682 (NISA : \1,555,582)
Tencent 29,000 H$361.00 \143,488,114
じげん 4,000 \585.00 \2,340,000
USDFX \3,106,860
Total \215,304,088 (△ 14.1%)
My feelings
Buy → Amazon、Alibaba
Hold → Others
no.1565 記入なし (19/03/30 06:04)
It’s been a long time since 03/30. ($=\106.8155 H$=\13.396)
06/24 Buy 新日本製薬(IPO) 100(Price \1,470)
06/27 Sell 新日本製薬(IPO) 100(Price \1,664) Tax \3,731
Position Shares Price Valuation
Alibaba 695 $169.45 \12,579,421 (NISA : \5,610,965)
Baidu 2,900 $117.36 \36,354,015 (NISA : \1,078,085)
Tencent 29,000 H$352.60 \136,979,458
じげん 4,000 \788.00 \3,152,000
USDFX \5,073,268
Total \194,138,162 (△ 2.9%)
Interim report
Year/Mo/Da Valuation
2019/01/01 \188,696,804( ☆ )( ☆ )
2019/03/30 \215,304,088(△ 14.1%)( ↓ )
2019/06/29 \194,138,162(▼ 9.8%)(△ 2.9%)
no.1566 記入なし (19/06/29 22:59)
It’s been a long time since 06/29. ($=\106.0305 H$=\13.246)
07/05 Sell Baidu 2,614(Price $117.21)
07/08 Buy Alibaba 1,736(Price $170.09)
07/29 Sell じげん 4,000(Price \784.00)
08/05 Buy SoftBankG 1,400 (Price \5,505.00)
Position Shares Price Valuation
Baidu 286 $104.47 \3,168,024 (NISA : \952,623)
Alibaba 2,431 $170.35 \43,909,441 (NISA : \5,599,312)
Tencent 29,000 H$322.80 \123,998,455
SoftBankG 1,400 \4,120.00 \5,768,000
USDFX \923,508
Total \177,767,428 (▼ 5.8%)
Interim report
Year/Mo/Da Valuation
2019/01/01 \188,696,804( ☆ )( ☆ )( ↓ )
2019/03/30 \215,304,088(△ 14.1%)( ↓ )( ↓ )
2019/06/29 \194,138,162(▼ 9.8%)(△ 2.9%)( ↓ )
2019/10/05 \177,000,000(▼ 8.4%))( ↓ )(▼ 5.8%)
My feelings
Storong buy → Alibaba
Buy → Amazon
Hold → Others
no.1567 記入なし (19/10/05 05:44)
Sorry!
Interim report
Year/Mo/Da Valuation
2019/01/01 \188,696,804( ☆ )( ☆ )( ☆ )
2019/03/30 \215,304,088(△ 14.1%)( ↓ )( ↓ )
2019/06/29 \194,138,162(▼ 9.8%)(△ 2.9%)( ↓ )
2019/10/05 \177,767,428(▼ 8.4%)( ↓ )(▼ 5.8%)
no.1568 記入なし (19/10/05 05:52)
Happy New Year! It’s been a long time since 10/5. ($=\107.54 H$=\13.54)
10/23 Buy 恵和(IPO) 100(Price \770)
10/30 Sell 恵和(IPO) 100(Price \1,026) Tax \0
12/09 Buy ランサーズ(IPO) 100(Price \730)
12/16 Sell ランサーズ(IPO) 100(Price \842) Tax \0
12/20 Buy Alibaba(NISA) 13(Price $211.35)
Position Shares Price Valuation
Baidu 286 $126.40 \3,887,578 (NISA : \1,168,992)
Alibaba 2,444 $212.10 \55,745,250 (NISA : \7,367,314)
Tencent 29,000 H$375.60 \147,450,419
SoftBankG 1,400 \4,756.00 \6,658,400
USDFX \2,307,532
Total \216,049,179 (△ 14.5%)
Interim report
Year/Mo/Da Valuation
2019/01/01 \188,696,804( ☆ )( ☆ )( ☆ )
2019/03/30 \215,304,088(△ 14.1%)( ↓ )( ↓ )
2019/06/29 \194,138,162(▼ 9.8%)(△ 2.9%)( ↓ )
2019/10/05 \177,767,428(▼ 8.4%)( ↓ )( ↓ )
2020/01/01 \216,049,179(△ 21.5%)(△ 11.3%)(△ 14.5%)
It’s been 17 years since I began to invest. The transition of the valuation of each year's end was as follows.
Year/Mo Valuation
2002/12 \18,403,525( ☆ )
2003/12 \21,117,064(△ 14.7%)
2004/12 \27,130,458(△ 28.5%)
2005/12 \31,976,351(△ 17.9%)
2006/12 \43,364,224(△ 35.6%)
2007/12 \53,648,856(△ 23.7%)
2008/12 \27,343,560(▼ 49.0%)
2009/12 \71,912,225(△163.0%)
2010/12 \78,683,388(△ 9.4%)
2011/12 \43,408,977(▼ 44.8%)
2012/12 \61,326,865(△ 41.3%)
2013/12 \86,427,643(△ 40.9%)
2014/12 \128,315,744(△ 48.5%) ( ☆ )
2015/12 \131,453,726(△ 2.4%) ( ↓ )
2016/12 \139,965,661(△ 6.5%)( ☆ )( ↓ )
2017/12 \253,922,328(△ 81.4%)( ↓ )( ↓ )
2018/12 \188,696,804(▼ 25.7%)( ↓ )( ↓ )
2019/12 \216,049,179(△ 14.5%)(△ 54.4%)(△ 68.4%)(△1,074.0%)
Annual average investment rate in the past 17 years was △15.6%.
{ ∵ =(216,049,179/18,403,525)^(1/17)-1 }
My feelings
Storong buy → Alibaba
Buy → SoftBankG
Hold → Tencent
Reduce → Baidu
I’ll do my best again this year.
no.1569 記入なし (20/01/01 06:59)
It’s been a long time since 1/1. ($=\106.92 H$=\13.522)
No trade.
Position Shares Price Valuation
Baidu 286 $97.63 \2,985,439 (NISA : \897,720)
Alibaba 2,444 $188.59 \49,280,921 (NISA : \6,512,986)
Tencent 29,000 H$382.40 \149,953,571
SoftBankG 1,400 \3,887.00 \5,441,800
USDFX \2,517,974
Total \210,179,705 (▼ 2.7%)
My feelings
Storong buy → Alibaba
Buy → SoftBankG
Hold → Tencent
Reduce → Baidu
no.1570 記入なし (20/03/28 06:23)
It’s been a long time since 3/28. ($=\106.178 H$=\13.429)
4/17 Buy Alibaba 30(Price $210.00)(NISA)
4/28 Buy Baidu 40(Price $100.00)
Position Shares Price Valuation
Baidu 326 $121.80 \4,215,989 (NISA : \1,112,193)
Alibaba 2,474 $215.71 \56,663,646 (NISA : \8,084,991)
Tencent 29,000 H$485.00 \188,878,885
SoftBankG 1,400 \5,533.00 \7,746,200
USDFX \3,242,911
Total \260,747,631 (△ 20.7%)
Interim report
Year/Mo/Da Valuation
2020/01/01 \216,049,179( ☆ )( ☆ )
2020/03/28 \210,179,705(▼ 2.7%)( ↓ )
2020/06/27 \260,747,631(△ 24.1%)(△ 20.7%)
My feelings
Buy → Alibaba
Hold → Baidu、Tencent、SoftBankG
no.1571 記入なし (20/06/27 06:02)
It’s been a long time since 6/27. ($=\104.59 H$=\13.22)
7/28 Buy 日本情報クリエイト 100(Price \1,300)(IPO)
7/31 Sell 日本情報クリエイト 100(Price $2,210)(IPO)Tax \18,263
Position Shares Price Valuation
Baidu 326 $123.79 \4,220,786 (NISA : \1,113,459)
Alibaba 2,474 $271.09 \70,146,072 (NISA : \10,008,716)
Tencent 29,000 H$503.50 \193,031,830
SoftBankG 1,400 \6,164.00 \8,629,600
USDFX \4,531,137
Total \280,559,425 (△ 29.9%)
Interim report
Year/Mo/Da Valuation
2020/01/01 \216,049,179( ☆ )( ☆ )( ☆ )
2020/03/28 \210,179,705(▼ 2.7%)( ↓ )( ↓ )
2020/06/27 \260,747,631(△ 24.1%)(△ 20.7%)( ↓ )
2020/09/26 \280,559,425(△ 7.6%)( ↓ )(△ 29.9%)
My feelings
Buy → SoftBankG、Baidu
Hold → Alibaba、Tencent
no.1572 記入なし (20/09/26 18:14)
Happy New Year!
It’s been a long time since 9/26. ($=\102.252 H$=\13.039)
10/28 Buy Retty 100(Price \1,180)(IPO)
10/30 Sell Retty 100(Price $1,611)(IPO)Tax \1,382
10/28 Buy Alibaba 126(Price $217.00)
Position Shares Price Valuation
Baidu 326 $216.24 \7,208,177 (NISA : \1,901,544)
Alibaba 2,600 $232.73 \61,872,481 (NISA : \8,400,379)
Tencent 29,000 H$564.00 \213,265,884
SoftBankG 1,400 \8,058.00 \11,281,200
USDFX \2,237,490
Total \295,865,232 (△ 36.9%)
Interim report
Year/Mo/Da Valuation
2020/01/01 \216,049,179( ☆ )( ☆ )( ☆ )
2020/03/28 \210,179,705(▼ 2.7%)( ↓ )( ↓ )
2020/06/27 \260,747,631(△ 24.1%)(△ 20.7%)( ↓ )
2020/09/26 \280,559,425(△ 7.6%)( ↓ )( ↓ )
2021/01/01 \295,865,232(△ 5.5%)(△ 13.5%) (△ 36.9%)
My feelings
Buy → Alibaba、SoftBankG
Hold → Tencent、Baidu
It’s been 18 years since I began to invest. The transition of the valuation of each year's end was as follows.
Year/Mo Valuation
2002/12 \18,403,525( ☆ )
2003/12 \21,117,064(△ 14.7%)
2004/12 \27,130,458(△ 28.5%)
2005/12 \31,976,351(△ 17.9%)
2006/12 \43,364,224(△ 35.6%)
2007/12 \53,648,856(△ 23.7%)
2008/12 \27,343,560(▼ 49.0%)
2009/12 \71,912,225(△163.0%)
2010/12 \78,683,388(△ 9.4%)
2011/12 \43,408,977(▼ 44.8%)
2012/12 \61,326,865(△ 41.3%)
2013/12 \86,427,643(△ 40.9%)
2014/12 \128,315,744(△ 48.5%)
2015/12 \131,453,726(△ 2.4%) ( ☆ )
2016/12 \139,965,661(△ 6.5%) ( ↓ )
2017/12 \253,922,328(△ 81.4%)( ☆ )( ↓ )
2018/12 \188,696,804(▼ 25.7%)( ↓ )( ↓ )
2019/12 \216,049,179(△ 14.5%)( ↓ )( ↓ )
2020/12 \295,865,232(△ 36.9%)(△ 16.5%)(△ 125.1%)(△1,507.7%)
Annual average investment rate in the past 18 years was △16.7%.
{ ∵ =(295,865,232/18,403,525)^(1/18)-1 }
I’ll do my best again this year.
no.1573 記入なし (21/01/01 20:24)
It’s been a long time since 1/1.
($=\108.64 H$=\13.71)
02/03 Buy QDレーザ 100(Price \340)(IPO)
02/08 Sell QDレーザ 100(Price \920)(IPO)Tax \11,754
03/16 Buy I-plug 100(Price \2,620)(IPO)
03/19 Sell I-plug 100(Price $6,030)(IPO)Tax \68,808
03/17 Buy ココナラ 100(Price \1,200)(IPO)
03/22 Sell ココナラ 100(Price $2,713)(IPO)Tax \30,513
Position Shares Price Valuation
Baidu 326 $208.61 \7,388,265 (NISA : \1,949,051)
Alibaba 2,600 $227.26 \64,192,768 (NISA : \8,715,403)
Tencent 29,000 H$620.00 \246,505,800
SoftBankG 1,400 \9,238.00 \12,933,200
USDFX \4,222,828
Total \335,242,861 (△ 13.3%)
My feelings
Buy → Alibaba
Hold → Others
no.1574 記入なし (21/03/27 09:17)
妄想かな?
no.1575 記入なし (21/03/27 09:36)
7年前に現れて4倍位になっている。自慢かな?
no.1576 記入なし (21/05/13 20:57)
It’s been a long time since 3/27.
($=\109.79 H$=\13.89)
No change
Position Shares Price Valuation
Baidu 326 $202.64 \7,252,798 (NISA : \1,913,315)
Alibaba 2,600 $228.50 \65,226,239 (NISA : \8,855,716)
Tencent 29,000 H$598.50 \241,081,785
SoftBankG 1,400 \7,931.00 \11,103,400
USDFX \4,716,543
Total \329,380,765 (△ 11.3%)
Interim report
Year/Mo/Da Valuation
2021/01/01 \295,865,232( ☆ )( ☆ )
2021/03/27 \335,242,861(△ 13.3%)( ↓ )
2021/06/26 \329,380,765(▼ 1.7%)(△ 11.3%)
My feelings
Hold → All
no.1577 1565〜1574 (21/06/26 23:42)
It's been a long time since 6/26.
Total \247,053,430(▼ 16.5%)
no.1578 記入なし (21/09/25 17:21)
Happy new year!
It's been a long time since 9/25.
Total \246,670,868(▼16.6%)
I'll do my best again this year.
no.1579 記入なし (22/01/01 08:13)
dead?
no.1580 記入なし (22/07/09 20:50)
たった独りでオナニーを報告しているだけのスレか?
no.1581 記入なし (22/07/09 21:14)
元日から現れていない。もしかしたらコロナで…
no.1582 記入なし (22/10/23 19:51)
Happy new year!
It's been a long time since 7/9.
Total ω45,451,919(♂~~~~)
I'll do my best again this is a pen.
no.1583 記入なし (23/01/01 07:22)
ありゃま
no.1584 記入なし (23/01/01 07:23)
zzz
no.1585 記入なし (23/01/01 12:20)
Happy new year!
It's been a long time since ???
I had been in the hospital for a year or so
due to ???
S \50,708,655(NISA \5,114,752)
T \84,306,282
L \163,548,000
F \2,812,907
Total \301,375,844
I sold all Chinese stocks last year
due to growing political instability of China,
instead, I bought S&P500 index fund(S), Tesla(T),
and Laser tec(L). FX(F) is almost no change.
I'll do my best again this year.
no.1586 1579 (24/01/01 00:31)
No!!!!!!!ヽ(`Д´#)ノ
no.1587 記入なし (24/02/14 06:27)