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WealthNavi(ウェルスナビ)で20万円を半月運用してみた実績と感想 | kakashi-blog・カカシブログ・

kakashi-blog・カカシブログ・

Python備忘録を書きドローンやバイクなど好きな事で生きて行こうとしているブログ

資産運用

WealthNavi(ウェルスナビ)で20万円を半月運用してみた実績と投資先の分析

投稿日:2019年11月1日 更新日:

2019.10.15に入金⇒2019.10.31まで15日間の運用実績を公開

結論から言うと¥3,526(1.76%)のプラスに

運用実績これだけ見るとかなりいい感じに見えます

15日で+1.76%

このままの調子でいけば・・・

なんてことはありませんね、短期過ぎて何も当てにならない数字です。

 

◇今回の20万円の投資先と割合

・米国株(VTI) 35% (¥70,000)

・日欧株(VEA) 33.5% (¥67,000)

・新興国株(VWO) 13.0% (¥26,000)

・米国債券(AGG) 5.0% (¥10,000)

・金(GLD) 8.5% (¥17,000)

・不動産(IYR) 5.0%  (¥10,000)

この6書類の投資先の性質を少し見ていきます

 

 

・米国株(VTI)

バンガード・トータル・ストック・マーケットETF(CRSP USトータル・マーケット・インデックス)

バンガード社が運用する米国のほぼすべての上場銘柄を対象にしたETF

今までどんな値動きをしてきたのか

過去10年間の価格推移

2009.11.2   $52.49

  ↓

2019.10.31   $153.60 (+292%)

10年間で約3倍になっています。

次に分配履歴

約10年間で2倍以上分配金額が上がっています

しかし株価上昇の割に分配金が上がってないので利回り事態は下がっている

直近の分配金は$0.7(配当利回り1.78)

株価上昇と分配金の上昇をみると、長期で運用していくなら非常に優秀なETFだと思います

 

・日欧株(VEA)

バンガード・FTSE先進国市場(除く米国)ETF(VEA)

日欧株と書いてあるが、アジアやカナダなども含まれる。

米国以外の先進国株が 3,975 銘柄入ったもの 。

 

国別で見ると 日本、イギリス、カナダ・・・といった順に並んでいます

日本とイギリスで約4割占めていて、少し偏っているような気がします。

VEAの価格推移

株価はほぼ横ばいの$40付近を行ったり来たり

直近の分配率は3.12%(2019.11.10調べ)

株価の上昇はあまり期待出来ないが、分配率はそこそこ良い

過去のデータを見るとほぼ安定的な収益になりそう

 

・新興国株(VWO)

バンガード・FTSE・エマージング・マーケッツETF(VWO)

全世界の新興国市場の大型株・中型株・小型株 に連動したETF

国別での割合

主にこの5ヵ国で約74%

中国だけで35%も占めています

値動きと分配履歴を見てみます


価格と分配履歴の推移としては横ばい、$40を軸に概ね±20%の範囲にあります

直近の分配利回りは2.66%

新興国株はもう少し上下に振れている物だと思っていました

過去の動き方からするとイメージよりリスクは高く無いと思いました

ただこれからの中国の動きには注目しておきたいところです 

 

・米国債券(AGG)

iシェアーズ・コア 米国総合債券市場 ETF

米国債券の詰め合わせみたいな感じです

資産構成としては財務省が40%を占めています

価格推移は10年で1.4倍になっています

直近配当利回り2.7%

 

・金(GLD)

続いて金(GLD)

分散投資に必要な、景気後退したときに価格が上がる性質があります

金(GLD)の価格推移

 ※円建てとドル建てで取引量(重さ)が違うので価格差があります

ドル建ての方はあまり価格に変動が無いように見えます

一方円建てでは、緩やかな右肩上がり

円の価値が下がっているという事でしょうか

今後の金(GLD)の採掘量にも価格が影響されるので、どこかの国で大量に発見されたなどで突然暴落なんてことも

分配金は無いので、購入金額―売却金額-手数料=利益or損益になります

 

不動産(IYR)

iシェアーズ 米国不動産 ETF

保有銘柄数114銘柄 (2019年11月7日現在)

米国の不動産ですので、リーマンショックで大きくダメージを負いました

しかしその後10年で約3倍に伸びてきています

直近の配当利回り2.63%

好成績ではないかと

米国不動産は過去にリーマンショックの引き金になったサブプライムローン問題があり、そういった問題は防ぐ仕組みは出来ていると信じたい所

 多少リスクはあるものの分散での投資なら問題無さそう

 

まとめます

以上の私なりに調べて分析してみた所では

1、きちんとハイリスク、ローリスクのバランスを考えられていそう

2、少額の福利をさらに運用出来るので効率が良い

3、何しろ放っておくだけ

もう少し理由はありますが

今後WelthNaviでの資産運用を続け、積み立てを始める

今後定期的に成績を公開していきます

少しでも参考になれば幸いです

間違いなど有りましたらご指摘頂けると助かります

やるやらないは自己責任でお願いいたします。

 

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