サイトアイコン ごみ投資家の米国株配当成長投資

【米国株】くうねるの秘密のポートフォリオ 2018年11月

&NewLine;<&excl;-- WP QUADS Content Ad Plugin v&period; 3&period;0&period;4 -->&NewLine;<div class&equals;"quads-location quads-ad1" id&equals;"quads-ad1" style&equals;"float&colon;none&semi;margin&colon;1px 0 1px 0&semi;text-align&colon;center&semi;">&NewLine;&NewLine;<&sol;div>&NewLine;&NewLine;<figure class&equals;"wp-block-image"><img src&equals;"https&colon;&sol;&sol;gomi-investor&period;com&sol;wp-content&sol;uploads&sol;2018&sol;12&sol;analytics-3265840&lowbar;1920-1024x418&period;jpg" alt&equals;"アイキャッチ画像" class&equals;"wp-image-2638"&sol;><&sol;figure>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">「秘密」でもなんでもないのですが、ポートフォリオを公開します。<br><br>面倒くさがっていたら、ほぼ1年ぶりの公開になってしまいました。<br>前回のときからかなり順位が入れ替わってます!<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<figure class&equals;"wp-block-embed-wordpress wp-block-embed is-type-wp-embed is-provider-ごみ投資家の米国株配当成長投資"><div class&equals;"wp-block-embed&lowbar;&lowbar;wrapper">&NewLine;<blockquote class&equals;"wp-embedded-content" data-secret&equals;"azKH47bcu2"><a href&equals;"https&colon;&sol;&sol;gomi-investor&period;com&sol;20174q&sol;">【米国株】運用資産と秘密のポートフォリオ 2017å¹´4Q<&sol;a><&sol;blockquote><iframe class&equals;"wp-embedded-content" sandbox&equals;"allow-scripts" security&equals;"restricted" style&equals;"position&colon; absolute&semi; clip&colon; rect&lpar;1px&comma; 1px&comma; 1px&comma; 1px&rpar;&semi;" title&equals;"&&num;8220&semi;【米国株】運用資産と秘密のポートフォリオ 2017å¹´4Q&&num;8221&semi; &&num;8212&semi; ごみ投資家の米国株配当成長投資" src&equals;"https&colon;&sol;&sol;gomi-investor&period;com&sol;20174q&sol;embed&sol;&num;&quest;secret&equals;cTz5Kv9mIY&num;&quest;secret&equals;azKH47bcu2" data-secret&equals;"azKH47bcu2" width&equals;"500" height&equals;"282" frameborder&equals;"0" marginwidth&equals;"0" marginheight&equals;"0" scrolling&equals;"no"><&sol;iframe>&NewLine;<&sol;div><&sol;figure>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">ダブルバガーを達成して前回1位になったキャタピラーは、「本多静六式十割益半分手放し」を行ったため順位を下げてます。<br><br>トップスリーは、ジョンソン・アンド・ジョンソン、CME、VISAでした。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<&excl;--more-->&NewLine;&NewLine;&NewLine;&NewLine;<h2 class&equals;"wp-block-heading">秘密のポートフォリオ<&sol;h2>&NewLine;&NewLine;&NewLine;&NewLine;<table id&equals;"tablepress-6" class&equals;"tablepress tablepress-id-6">&NewLine;<thead>&NewLine;<tr class&equals;"row-1">&NewLine;&Tab;<th class&equals;"column-1">No&period;<&sol;th><th class&equals;"column-2">Name<&sol;th><th class&equals;"column-3">Ticker<&sol;th><th class&equals;"column-4">&dollar; Market<br &sol;>&NewLine;Value<&sol;th><th class&equals;"column-5">&percnt;<br &sol;>&NewLine;Weight<&sol;th><th class&equals;"column-6">Sector<&sol;th>&NewLine;<&sol;tr>&NewLine;<&sol;thead>&NewLine;<tbody class&equals;"row-striping row-hover">&NewLine;<tr class&equals;"row-2">&NewLine;&Tab;<td class&equals;"column-1">1<&sol;td><td class&equals;"column-2">Johnson &amp&semi; Johnson<&sol;td><td class&equals;"column-3">JNJ<&sol;td><td class&equals;"column-4">7&comma;770&period;33<&sol;td><td class&equals;"column-5">5&period;57<&sol;td><td class&equals;"column-6">Healthcare<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-3">&NewLine;&Tab;<td class&equals;"column-1">2<&sol;td><td class&equals;"column-2">CME Group Inc Class A<&sol;td><td class&equals;"column-3">CME<&sol;td><td class&equals;"column-4">7&comma;603&period;20<&sol;td><td class&equals;"column-5">5&period;45<&sol;td><td class&equals;"column-6">Financials<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-4">&NewLine;&Tab;<td class&equals;"column-1">3<&sol;td><td class&equals;"column-2">Visa Inc Class A<&sol;td><td class&equals;"column-3">V<&sol;td><td class&equals;"column-4">7&comma;510&period;63<&sol;td><td class&equals;"column-5">5&period;38<&sol;td><td class&equals;"column-6">Technology<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-5">&NewLine;&Tab;<td class&equals;"column-1">4<&sol;td><td class&equals;"column-2">Philip Morris International Inc<&sol;td><td class&equals;"column-3">PM<&sol;td><td class&equals;"column-4">6&comma;922&period;40<&sol;td><td class&equals;"column-5">4&period;96<&sol;td><td class&equals;"column-6">Consumer Defensive<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-6">&NewLine;&Tab;<td class&equals;"column-1">5<&sol;td><td class&equals;"column-2">Amgen Inc<&sol;td><td class&equals;"column-3">AMGN<&sol;td><td class&equals;"column-4">6&comma;455&period;75<&sol;td><td class&equals;"column-5">4&period;63<&sol;td><td class&equals;"column-6">Healthcare<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-7">&NewLine;&Tab;<td class&equals;"column-1">6<&sol;td><td class&equals;"column-2">Abbott Laboratories<&sol;td><td class&equals;"column-3">ABT<&sol;td><td class&equals;"column-4">6&comma;368&period;30<&sol;td><td class&equals;"column-5">4&period;56<&sol;td><td class&equals;"column-6">Healthcare<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-8">&NewLine;&Tab;<td class&equals;"column-1">7<&sol;td><td class&equals;"column-2">Chevron Corp<&sol;td><td class&equals;"column-3">CVX<&sol;td><td class&equals;"column-4">6&comma;226&period;62<&sol;td><td class&equals;"column-5">4&period;46<&sol;td><td class&equals;"column-6">Energy<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-9">&NewLine;&Tab;<td class&equals;"column-1">8<&sol;td><td class&equals;"column-2">Lockheed Martin Corp<&sol;td><td class&equals;"column-3">LMT<&sol;td><td class&equals;"column-4">6&comma;008&period;60<&sol;td><td class&equals;"column-5">4&period;31<&sol;td><td class&equals;"column-6">Industrials<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-10">&NewLine;&Tab;<td class&equals;"column-1">9<&sol;td><td class&equals;"column-2">Novo Nordisk A&sol;S ADR<&sol;td><td class&equals;"column-3">NVO<&sol;td><td class&equals;"column-4">5&comma;972&period;41<&sol;td><td class&equals;"column-5">4&period;28<&sol;td><td class&equals;"column-6">Healthcare<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-11">&NewLine;&Tab;<td class&equals;"column-1">10<&sol;td><td class&equals;"column-2">Verizon Communications Inc<&sol;td><td class&equals;"column-3">VZ<&sol;td><td class&equals;"column-4">5&comma;898&period;76<&sol;td><td class&equals;"column-5">4&period;23<&sol;td><td class&equals;"column-6">Telecom<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-12">&NewLine;&Tab;<td class&equals;"column-1">11<&sol;td><td class&equals;"column-2">Nestle SA ADR<&sol;td><td class&equals;"column-3">NSRGY<&sol;td><td class&equals;"column-4">5&comma;644&period;19<&sol;td><td class&equals;"column-5">4&period;05<&sol;td><td class&equals;"column-6">Consumer Defensive<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-13">&NewLine;&Tab;<td class&equals;"column-1">12<&sol;td><td class&equals;"column-2">Procter &amp&semi; Gamble Co<&sol;td><td class&equals;"column-3">PG<&sol;td><td class&equals;"column-4">5&comma;640&period;22<&sol;td><td class&equals;"column-5">4&period;04<&sol;td><td class&equals;"column-6">Consumer Defensive<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-14">&NewLine;&Tab;<td class&equals;"column-1">13<&sol;td><td class&equals;"column-2">Unilever PLC ADR<&sol;td><td class&equals;"column-3">UL<&sol;td><td class&equals;"column-4">5&comma;429&period;00<&sol;td><td class&equals;"column-5">3&period;89<&sol;td><td class&equals;"column-6">Consumer Defensive<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-15">&NewLine;&Tab;<td class&equals;"column-1">14<&sol;td><td class&equals;"column-2">Diageo PLC ADR<&sol;td><td class&equals;"column-3">DEO<&sol;td><td class&equals;"column-4">5&comma;340&period;95<&sol;td><td class&equals;"column-5">3&period;83<&sol;td><td class&equals;"column-6">Consumer Defensive<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-16">&NewLine;&Tab;<td class&equals;"column-1">15<&sol;td><td class&equals;"column-2">Amazon&period;com Inc<&sol;td><td class&equals;"column-3">AMZN<&sol;td><td class&equals;"column-4">5&comma;081&period;88<&sol;td><td class&equals;"column-5">3&period;64<&sol;td><td class&equals;"column-6">Technology<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-17">&NewLine;&Tab;<td class&equals;"column-1">16<&sol;td><td class&equals;"column-2">Colgate-Palmolive Co<&sol;td><td class&equals;"column-3">CL<&sol;td><td class&equals;"column-4">4&comma;881&period;21<&sol;td><td class&equals;"column-5">3&period;5<&sol;td><td class&equals;"column-6">Consumer Defensive<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-18">&NewLine;&Tab;<td class&equals;"column-1">17<&sol;td><td class&equals;"column-2">S&amp&semi;P Global Inc<&sol;td><td class&equals;"column-3">SPGI<&sol;td><td class&equals;"column-4">4&comma;571&period;50<&sol;td><td class&equals;"column-5">3&period;28<&sol;td><td class&equals;"column-6">Financials<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-19">&NewLine;&Tab;<td class&equals;"column-1">18<&sol;td><td class&equals;"column-2">Hormel Foods Corp<&sol;td><td class&equals;"column-3">HRL<&sol;td><td class&equals;"column-4">4&comma;509&period;00<&sol;td><td class&equals;"column-5">3&period;23<&sol;td><td class&equals;"column-6">Consumer Defensive<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-20">&NewLine;&Tab;<td class&equals;"column-1">19<&sol;td><td class&equals;"column-2">Walmart Inc<&sol;td><td class&equals;"column-3">WMT<&sol;td><td class&equals;"column-4">4&comma;364&period;35<&sol;td><td class&equals;"column-5">3&period;13<&sol;td><td class&equals;"column-6">Consumer Defensive<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-21">&NewLine;&Tab;<td class&equals;"column-1">20<&sol;td><td class&equals;"column-2">ONEOK Inc<&sol;td><td class&equals;"column-3">OKE<&sol;td><td class&equals;"column-4">4&comma;349&period;10<&sol;td><td class&equals;"column-5">3&period;12<&sol;td><td class&equals;"column-6">Energy<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-22">&NewLine;&Tab;<td class&equals;"column-1">21<&sol;td><td class&equals;"column-2">Caterpillar Inc<&sol;td><td class&equals;"column-3">CAT<&sol;td><td class&equals;"column-4">4&comma;206&period;01<&sol;td><td class&equals;"column-5">3&period;01<&sol;td><td class&equals;"column-6">Industrials<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-23">&NewLine;&Tab;<td class&equals;"column-1">22<&sol;td><td class&equals;"column-2">Boeing Co<&sol;td><td class&equals;"column-3">BA<&sol;td><td class&equals;"column-4">4&comma;160&period;64<&sol;td><td class&equals;"column-5">2&period;98<&sol;td><td class&equals;"column-6">Industrials<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-24">&NewLine;&Tab;<td class&equals;"column-1">23<&sol;td><td class&equals;"column-2">British American Tobacco PLC ADR<&sol;td><td class&equals;"column-3">BTI<&sol;td><td class&equals;"column-4">3&comma;835&period;70<&sol;td><td class&equals;"column-5">2&period;75<&sol;td><td class&equals;"column-6">Consumer Defensive<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-25">&NewLine;&Tab;<td class&equals;"column-1">24<&sol;td><td class&equals;"column-2">Hanesbrands Inc<&sol;td><td class&equals;"column-3">HBI<&sol;td><td class&equals;"column-4">3&comma;818&period;40<&sol;td><td class&equals;"column-5">2&period;74<&sol;td><td class&equals;"column-6">Consumer Cyclical<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-26">&NewLine;&Tab;<td class&equals;"column-1">25<&sol;td><td class&equals;"column-2">Alphabet Inc Class C<&sol;td><td class&equals;"column-3">GOOG<&sol;td><td class&equals;"column-4">3&comma;283&period;29<&sol;td><td class&equals;"column-5">2&period;35<&sol;td><td class&equals;"column-6">Technology<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-27">&NewLine;&Tab;<td class&equals;"column-1">26<&sol;td><td class&equals;"column-2">KDDI Corp ADR<&sol;td><td class&equals;"column-3">KDDIY<&sol;td><td class&equals;"column-4">2&comma;328&period;00<&sol;td><td class&equals;"column-5">1&period;67<&sol;td><td class&equals;"column-6">Telecom<&sol;td>&NewLine;<&sol;tr>&NewLine;<tr class&equals;"row-28">&NewLine;&Tab;<td class&equals;"column-1">27<&sol;td><td class&equals;"column-2">L Brands Inc<&sol;td><td class&equals;"column-3">LB<&sol;td><td class&equals;"column-4">1&comma;854&period;16<&sol;td><td class&equals;"column-5">1&period;33<&sol;td><td class&equals;"column-6">Consumer Cyclical<&sol;td>&NewLine;<&sol;tr>&NewLine;<&sol;tbody>&NewLine;<&sol;table>&NewLine;<&excl;-- &num;tablepress-6 from cache -->&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">(2018å¹´11月30日終値)<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">上位ランカーは、値上がりの影響もありますが、買い増しによるところが多いです。トップ5のうちアムジェン以外は買い増しで上昇しています。<br>5&comma;000ドルを超える会社が4社増えたので、ポートフォリオとしても成長しているのだと実感しました。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">KDDIは日本株ですが、1社だけ円で管理するのも面倒なので、ADRで計上してます。値下げ問題でめちゃくちゃ下げてます…<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<h4 class&equals;"wp-block-heading">セクター比率<&sol;h4>&NewLine;&NewLine;&NewLine;&NewLine;<figure class&equals;"wp-block-image"><img src&equals;"https&colon;&sol;&sol;gomi-investor&period;com&sol;wp-content&sol;uploads&sol;2018&sol;12&sol;chart&period;png" alt&equals;"" class&equals;"wp-image-2622"&sol;><&sol;figure>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">エクソン・モービルは全株売却したので、エネルギーセクターの割合が11&period;3&percnt;&srarr;7&period;6&percnt;に減っています。その分ヘルスケアが増えたかな。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">シーゲル教授の研究結果で優れたパフォーマンスを記録していた「生活必需品&plus;ヘルスケア」でポートフォリオの50&percnt;を埋める戦略は実践できています。生活必需品が低調なので、狙い通りの高パフォーマンスは発揮してませんけどね&lpar;笑&rpar;リセッションをむかえたら変わってくると思います。<&sol;p>&NewLine;&NewLine;&NewLine;&Tab;&Tab;<div class&equals;"pochipp-box"&NewLine;&Tab;&Tab;&Tab;data-id&equals;"2313"&NewLine;&Tab;&Tab;&Tab;data-img&equals;"l"&NewLine;&Tab;&Tab;&Tab;data-lyt-pc&equals;"dflt"&NewLine;&Tab;&Tab;&Tab;data-lyt-mb&equals;"vrtcl"&NewLine;&Tab;&Tab;&Tab;data-btn-style&equals;"outline"&NewLine;&Tab;&Tab;&Tab;data-btn-radius&equals;"on"&NewLine;&Tab;&Tab;&Tab;data-sale-effect&equals;"flash"&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;image">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<a href&equals;"https&colon;&sol;&sol;af&period;moshimo&period;com&sol;af&sol;c&sol;click&quest;a&lowbar;id&equals;1039060&&num;038&semi;p&lowbar;id&equals;170&&num;038&semi;pc&lowbar;id&equals;185&&num;038&semi;pl&lowbar;id&equals;4062&&num;038&semi;url&equals;https&percnt;3A&percnt;2F&percnt;2Fwww&period;amazon&period;co&period;jp&percnt;2Fdp&percnt;2F4822244571" rel&equals;"nofollow noopener" target&equals;"&lowbar;blank">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<img src&equals;"https&colon;&sol;&sol;m&period;media-amazon&period;com&sol;images&sol;I&sol;51YQ3N1C87L&period;&lowbar;SL500&lowbar;&period;jpg" alt&equals;"" width&equals;"120" height&equals;"120" &sol;>&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;a>&NewLine;&Tab;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;body">&NewLine;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;title">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<a href&equals;"https&colon;&sol;&sol;af&period;moshimo&period;com&sol;af&sol;c&sol;click&quest;a&lowbar;id&equals;1039060&&num;038&semi;p&lowbar;id&equals;170&&num;038&semi;pc&lowbar;id&equals;185&&num;038&semi;pl&lowbar;id&equals;4062&&num;038&semi;url&equals;https&percnt;3A&percnt;2F&percnt;2Fwww&period;amazon&period;co&period;jp&percnt;2Fdp&percnt;2F4822244571" rel&equals;"nofollow noopener" target&equals;"&lowbar;blank">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;株式投資の未来~永続する会社が本当の利益をもたらす&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;a>&NewLine;&Tab;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&NewLine;&Tab;&Tab;&Tab;&Tab;&NewLine;&Tab;&Tab;&Tab;&Tab;&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;btns"&NewLine;&Tab;&Tab;data-maxclmn-pc&equals;"fit"&NewLine;&Tab;&Tab;data-maxclmn-mb&equals;"1"&NewLine;&Tab;>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;btnwrap -amazon">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<a href&equals;"https&colon;&sol;&sol;af&period;moshimo&period;com&sol;af&sol;c&sol;click&quest;a&lowbar;id&equals;1039060&&num;038&semi;p&lowbar;id&equals;170&&num;038&semi;pc&lowbar;id&equals;185&&num;038&semi;pl&lowbar;id&equals;4062&&num;038&semi;url&equals;https&percnt;3A&percnt;2F&percnt;2Fwww&period;amazon&period;co&period;jp&percnt;2Fdp&percnt;2F4822244571" class&equals;"pochipp-box&lowbar;&lowbar;btn" rel&equals;"nofollow noopener" target&equals;"&lowbar;blank">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<span>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;Amazon&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;span>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<img src&equals;"https&colon;&sol;&sol;i&period;moshimo&period;com&sol;af&sol;i&sol;impression&quest;a&lowbar;id&equals;1039060&p&lowbar;id&equals;170&pc&lowbar;id&equals;185&pl&lowbar;id&equals;4062" width&equals;"1" height&equals;"1" style&equals;"border&colon;none&semi;">&Tab;&Tab;&Tab;&Tab;<&sol;a>&NewLine;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;btnwrap -rakuten">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<a href&equals;"https&colon;&sol;&sol;af&period;moshimo&period;com&sol;af&sol;c&sol;click&quest;a&lowbar;id&equals;1039051&&num;038&semi;p&lowbar;id&equals;54&&num;038&semi;pc&lowbar;id&equals;54&&num;038&semi;pl&lowbar;id&equals;616&&num;038&semi;url&equals;https&percnt;3A&percnt;2F&percnt;2Fsearch&period;rakuten&period;co&period;jp&percnt;2Fsearch&percnt;2Fmall&percnt;2F&percnt;25E6&percnt;25A0&percnt;25AA&percnt;25E5&percnt;25BC&percnt;258F&percnt;25E6&percnt;258A&percnt;2595&percnt;25E8&percnt;25B3&percnt;2587&percnt;25E3&percnt;2581&percnt;25AE&percnt;25E6&percnt;259C&percnt;25AA&percnt;25E6&percnt;259D&percnt;25A5" class&equals;"pochipp-box&lowbar;&lowbar;btn" rel&equals;"nofollow noopener" target&equals;"&lowbar;blank">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<span>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;楽天市場&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;span>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<img src&equals;"https&colon;&sol;&sol;i&period;moshimo&period;com&sol;af&sol;i&sol;impression&quest;a&lowbar;id&equals;1039051&p&lowbar;id&equals;54&pc&lowbar;id&equals;54&pl&lowbar;id&equals;616" width&equals;"1" height&equals;"1" style&equals;"border&colon;none&semi;">&Tab;&Tab;&Tab;&Tab;<&sol;a>&NewLine;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;btnwrap -yahoo -long-text">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<a href&equals;"https&colon;&sol;&sol;af&period;moshimo&period;com&sol;af&sol;c&sol;click&quest;a&lowbar;id&equals;1039055&&num;038&semi;p&lowbar;id&equals;1225&&num;038&semi;pc&lowbar;id&equals;1925&&num;038&semi;pl&lowbar;id&equals;19142&&num;038&semi;url&equals;https&percnt;3A&percnt;2F&percnt;2Fshopping&period;yahoo&period;co&period;jp&percnt;2Fsearch&percnt;3Fp&percnt;3D&percnt;25E6&percnt;25A0&percnt;25AA&percnt;25E5&percnt;25BC&percnt;258F&percnt;25E6&percnt;258A&percnt;2595&percnt;25E8&percnt;25B3&percnt;2587&percnt;25E3&percnt;2581&percnt;25AE&percnt;25E6&percnt;259C&percnt;25AA&percnt;25E6&percnt;259D&percnt;25A5" class&equals;"pochipp-box&lowbar;&lowbar;btn" rel&equals;"nofollow noopener" target&equals;"&lowbar;blank">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<span>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;Yahooショッピング&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;span>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<img src&equals;"https&colon;&sol;&sol;i&period;moshimo&period;com&sol;af&sol;i&sol;impression&quest;a&lowbar;id&equals;1039055&p&lowbar;id&equals;1225&pc&lowbar;id&equals;1925&pl&lowbar;id&equals;19142" width&equals;"1" height&equals;"1" style&equals;"border&colon;none&semi;">&Tab;&Tab;&Tab;&Tab;<&sol;a>&NewLine;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;logo">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<img src&equals;"https&colon;&sol;&sol;gomi-investor&period;com&sol;wp-content&sol;plugins&sol;pochipp&sol;assets&sol;img&sol;pochipp-logo-t1&period;png" alt&equals;"" width&equals;"32" height&equals;"32">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<span>ポチップ<&sol;span>&NewLine;&Tab;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&NewLine;&NewLine;&NewLine;&NewLine;<h2 class&equals;"wp-block-heading">ポートフォリオの記録は面倒だが、役に立つ<&sol;h2>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">ポートフォリオの記録は面倒ですけど、現状の確認ができて役に立ちますね。<br>モーニングスターで構成銘柄のウェイトは確認していますが、日々変動するので意識もどんどん流れてしまいます。したがって、次にどれを買い増してリバランスを行うという考えもコロコロ変わってしまってる気がします・・・<&sol;p>&NewLine;<&excl;-- WP QUADS Content Ad Plugin v&period; 3&period;0&period;4 -->&NewLine;<div class&equals;"quads-location quads-ad2" id&equals;"quads-ad2" style&equals;"float&colon;none&semi;margin&colon;2px 0 2px 0&semi;text-align&colon;center&semi;">&NewLine;&NewLine;<&sol;div>&NewLine;&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">変遷を見るのもけっこう面白いもんだなと思ったので、今後は四半期ごとに一度はアップします。面倒だと思っても!<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">簡単便利にできる方法も発見しました。<br><strong>モーニングスターのCSVエクスポート&srarr;WordPressのプラグインでインポート<&sol;strong><br>セクター情報を付加しなければ加工無しでホホイのホイです。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<h2 class&equals;"wp-block-heading">今後の方針<&sol;h2>&NewLine;&NewLine;&NewLine;&NewLine;<h3 class&equals;"wp-block-heading">30銘柄に増やす<&sol;h3>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">マイファンドをこっそり「くうねる30」と名付けているので、構成銘柄を増えやしたいと思ってます。いつぞやは34銘柄ほどあったのですが、気に食わない企業やコーポレーションアクションがあったために手放したせいで現在27社に減ってます。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">いらない会社ナンバーワンのLブランズとサテライト投資の日本株KDDIを除外したら25社なのであと5枠ほどあります。ウォッチリストには数十社ほどアップしてますので、じっくり考えていきたいと思います。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<h3 class&equals;"wp-block-heading">投資方針をしっかり守る<&sol;h3>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">米国株へ投資している私、くうねるの戦略としては連続増配銘柄&plus;ディフェンシブ銘柄&plus;グロース銘柄3銃士&lpar;AMZN、GOOG、V&rpar;を<strong>健やかなるときも、病めるときも、喜びのときも、悲しみのときも、富めるときも、貧しいときも、その命ある限りバイ・アンド・ホールド<&sol;strong>することです。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<figure class&equals;"wp-block-embed-wordpress wp-block-embed is-type-wp-embed is-provider-ごみ投資家の米国株配当成長投資"><div class&equals;"wp-block-embed&lowbar;&lowbar;wrapper">&NewLine;<blockquote class&equals;"wp-embedded-content" data-secret&equals;"NPa557hGGJ"><a href&equals;"https&colon;&sol;&sol;gomi-investor&period;com&sol;investment-policy&sol;">投資方針<&sol;a><&sol;blockquote><iframe class&equals;"wp-embedded-content" sandbox&equals;"allow-scripts" security&equals;"restricted" style&equals;"position&colon; absolute&semi; clip&colon; rect&lpar;1px&comma; 1px&comma; 1px&comma; 1px&rpar;&semi;" title&equals;"&&num;8220&semi;投資方針&&num;8221&semi; &&num;8212&semi; ごみ投資家の米国株配当成長投資" src&equals;"https&colon;&sol;&sol;gomi-investor&period;com&sol;investment-policy&sol;embed&sol;&num;&quest;secret&equals;2gsyqkKSkc&num;&quest;secret&equals;NPa557hGGJ" data-secret&equals;"NPa557hGGJ" width&equals;"500" height&equals;"282" frameborder&equals;"0" marginwidth&equals;"0" marginheight&equals;"0" scrolling&equals;"no"><&sol;iframe>&NewLine;<&sol;div><&sol;figure>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">連続増配にこだわらなくていいかも知れないと思ってきたので、少し見直すかもしれませんが原則的には「投資方針」を守ります。<strong>未来の連続増配銘柄<&sol;strong>を保有したい気持ちが強くなってきました。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<h3 class&equals;"wp-block-heading">Google、Amazonを買い増す<&sol;h3>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">ウェイトが低くなっている企業を買い増してリバランスを行います。<br>まずは、25位のGoogle(Alphabet)です。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">次に、なんだか最近Amazonが大好きすぎるのでAmazonをポートフォリオの1位に君臨させたいというヨコシマな気分。なので、早速投資方針に違反しつつAmazonを買い増してみようかなと考えてます。<&sol;p>&NewLine;&NewLine;&NewLine;&Tab;&Tab;<div class&equals;"pochipp-box"&NewLine;&Tab;&Tab;&Tab;data-id&equals;"2629"&NewLine;&Tab;&Tab;&Tab;data-img&equals;"l"&NewLine;&Tab;&Tab;&Tab;data-lyt-pc&equals;"dflt"&NewLine;&Tab;&Tab;&Tab;data-lyt-mb&equals;"vrtcl"&NewLine;&Tab;&Tab;&Tab;data-btn-style&equals;"outline"&NewLine;&Tab;&Tab;&Tab;data-btn-radius&equals;"on"&NewLine;&Tab;&Tab;&Tab;data-sale-effect&equals;"flash"&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;image">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<a href&equals;"https&colon;&sol;&sol;af&period;moshimo&period;com&sol;af&sol;c&sol;click&quest;a&lowbar;id&equals;1039060&&num;038&semi;p&lowbar;id&equals;170&&num;038&semi;pc&lowbar;id&equals;185&&num;038&semi;pl&lowbar;id&equals;4062&&num;038&semi;url&equals;https&percnt;3A&percnt;2F&percnt;2Fwww&period;amazon&period;co&period;jp&percnt;2Fdp&percnt;2F4478105057" rel&equals;"nofollow noopener" target&equals;"&lowbar;blank">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<img src&equals;"https&colon;&sol;&sol;m&period;media-amazon&period;com&sol;images&sol;I&sol;41O4pThJ1PL&period;&lowbar;SL500&lowbar;&period;jpg" alt&equals;"" width&equals;"120" height&equals;"120" &sol;>&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;a>&NewLine;&Tab;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;body">&NewLine;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;title">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<a href&equals;"https&colon;&sol;&sol;af&period;moshimo&period;com&sol;af&sol;c&sol;click&quest;a&lowbar;id&equals;1039060&&num;038&semi;p&lowbar;id&equals;170&&num;038&semi;pc&lowbar;id&equals;185&&num;038&semi;pl&lowbar;id&equals;4062&&num;038&semi;url&equals;https&percnt;3A&percnt;2F&percnt;2Fwww&period;amazon&period;co&period;jp&percnt;2Fdp&percnt;2F4478105057" rel&equals;"nofollow noopener" target&equals;"&lowbar;blank">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;amazon 世界最先端の戦略がわかる&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;a>&NewLine;&Tab;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&NewLine;&Tab;&Tab;&Tab;&Tab;&NewLine;&Tab;&Tab;&Tab;&Tab;&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;btns"&NewLine;&Tab;&Tab;data-maxclmn-pc&equals;"fit"&NewLine;&Tab;&Tab;data-maxclmn-mb&equals;"1"&NewLine;&Tab;>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;btnwrap -amazon">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<a href&equals;"https&colon;&sol;&sol;af&period;moshimo&period;com&sol;af&sol;c&sol;click&quest;a&lowbar;id&equals;1039060&&num;038&semi;p&lowbar;id&equals;170&&num;038&semi;pc&lowbar;id&equals;185&&num;038&semi;pl&lowbar;id&equals;4062&&num;038&semi;url&equals;https&percnt;3A&percnt;2F&percnt;2Fwww&period;amazon&period;co&period;jp&percnt;2Fdp&percnt;2F4478105057" class&equals;"pochipp-box&lowbar;&lowbar;btn" rel&equals;"nofollow noopener" target&equals;"&lowbar;blank">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<span>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;Amazon&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;span>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<img src&equals;"https&colon;&sol;&sol;i&period;moshimo&period;com&sol;af&sol;i&sol;impression&quest;a&lowbar;id&equals;1039060&p&lowbar;id&equals;170&pc&lowbar;id&equals;185&pl&lowbar;id&equals;4062" width&equals;"1" height&equals;"1" style&equals;"border&colon;none&semi;">&Tab;&Tab;&Tab;&Tab;<&sol;a>&NewLine;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;btnwrap -rakuten">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<a href&equals;"https&colon;&sol;&sol;af&period;moshimo&period;com&sol;af&sol;c&sol;click&quest;a&lowbar;id&equals;1039051&&num;038&semi;p&lowbar;id&equals;54&&num;038&semi;pc&lowbar;id&equals;54&&num;038&semi;pl&lowbar;id&equals;616&&num;038&semi;url&equals;https&percnt;3A&percnt;2F&percnt;2Fsearch&period;rakuten&period;co&period;jp&percnt;2Fsearch&percnt;2Fmall&percnt;2Famazon&percnt;2520&percnt;25E4&percnt;25B8&percnt;2596&percnt;25E7&percnt;2595&percnt;258C&percnt;25E6&percnt;259C&percnt;2580&percnt;25E5&percnt;2585&percnt;2588&percnt;25E7&percnt;25AB&percnt;25AF" class&equals;"pochipp-box&lowbar;&lowbar;btn" rel&equals;"nofollow noopener" target&equals;"&lowbar;blank">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<span>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;楽天市場&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;span>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<img src&equals;"https&colon;&sol;&sol;i&period;moshimo&period;com&sol;af&sol;i&sol;impression&quest;a&lowbar;id&equals;1039051&p&lowbar;id&equals;54&pc&lowbar;id&equals;54&pl&lowbar;id&equals;616" width&equals;"1" height&equals;"1" style&equals;"border&colon;none&semi;">&Tab;&Tab;&Tab;&Tab;<&sol;a>&NewLine;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;btnwrap -yahoo -long-text">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<a href&equals;"https&colon;&sol;&sol;af&period;moshimo&period;com&sol;af&sol;c&sol;click&quest;a&lowbar;id&equals;1039055&&num;038&semi;p&lowbar;id&equals;1225&&num;038&semi;pc&lowbar;id&equals;1925&&num;038&semi;pl&lowbar;id&equals;19142&&num;038&semi;url&equals;https&percnt;3A&percnt;2F&percnt;2Fshopping&period;yahoo&period;co&period;jp&percnt;2Fsearch&percnt;3Fp&percnt;3Damazon&percnt;2520&percnt;25E4&percnt;25B8&percnt;2596&percnt;25E7&percnt;2595&percnt;258C&percnt;25E6&percnt;259C&percnt;2580&percnt;25E5&percnt;2585&percnt;2588&percnt;25E7&percnt;25AB&percnt;25AF" class&equals;"pochipp-box&lowbar;&lowbar;btn" rel&equals;"nofollow noopener" target&equals;"&lowbar;blank">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<span>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;Yahooショッピング&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;span>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<img src&equals;"https&colon;&sol;&sol;i&period;moshimo&period;com&sol;af&sol;i&sol;impression&quest;a&lowbar;id&equals;1039055&p&lowbar;id&equals;1225&pc&lowbar;id&equals;1925&pl&lowbar;id&equals;19142" width&equals;"1" height&equals;"1" style&equals;"border&colon;none&semi;">&Tab;&Tab;&Tab;&Tab;<&sol;a>&NewLine;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;&Tab;<div class&equals;"pochipp-box&lowbar;&lowbar;logo">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<img src&equals;"https&colon;&sol;&sol;gomi-investor&period;com&sol;wp-content&sol;plugins&sol;pochipp&sol;assets&sol;img&sol;pochipp-logo-t1&period;png" alt&equals;"" width&equals;"32" height&equals;"32">&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<span>ポチップ<&sol;span>&NewLine;&Tab;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&Tab;&Tab;&Tab;&Tab;<&sol;div>&NewLine;&Tab;&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">Amazonの動きを見ているとおらワクワクすっぞ。<br>規律も重要ですけど、楽しさも必要ですよね!<br><br>米国株投資家、くうねる&lpar;<a rel&equals;"noreferrer noopener" href&equals;"https&colon;&sol;&sol;twitter&period;com&sol;KuuDiv" target&equals;"&lowbar;blank">&commat;KuuDiv<&sol;a>&rpar;でした。<&sol;p>&NewLine;&NewLine;&NewLine;&NewLine;<p class&equals;"wp-block-paragraph">&nbsp&semi;May Dividends be with you&period;<br>&NewLine;<&excl;-- WP QUADS Content Ad Plugin v&period; 3&period;0&period;4 -->&NewLine;<div class&equals;"quads-location quads-ad3" id&equals;"quads-ad3" style&equals;"float&colon;none&semi;margin&colon;1px 0 1px 0&semi;text-align&colon;center&semi;">&NewLine;&NewLine;<&sol;div>&NewLine;&NewLine;

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