June 2025 Results [Asset Trends Disclosure]

2025年6月30日 2025年6月30日

Summary of investment and asset management performance for June 2025.

Notes on exchange rates and other figures

This article calculates the exchange rate at "$0.00690/yen" (145 yen/$).

The sales and other figures used in this article are current as of the time of writing. Depending on your viewing period, the figures may have changed significantly.

Table of Contents(目次)

June 2025 Result
My asset allocation
The Nikkei 225 rose significantly at the end of the month.
Finally
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June 2025 Result

The chart below shows the change in my assets. The rightmost point indicates my assets at the end of June 2025, which totaled 49.63 million yen (approximately $0.342 million).

The month-over-month change in assets was +3.86%.

My asset allocation

Starting this time, I will also share the changes in my portfolio. For the first time, I will begin by explaining the items in the table below.

Item	Meaning	Remarks
Symbol	Stock ticker symbol	In Japan, four-digit numbers are used. Recently listed companies are assigned four-digit numbers combined with letters.
StockBrand	Company name	This table also includes assets such as cash. Furthermore, the table summarizes products such as investment trusts in single-line items.
Share	The number of shares held does not include NISA accounts (described later)
NISA	Number of shares held in NISA account	A NISA account is a tax-free account. With a regular account, approximately 20% tax is levied on profits, but no tax is levied on securities held in a NISA account.
Price	Latest stock price	Expressed in Japanese yen
DPS	Dividend Per Share	Expressed in Japanese yen
MarketCap	Market capitalization of each stock	Expressed in Japanese yen
%MC	Market capitalization ratio of each issue relative to total asset valuation
AnnualDivi	Annual dividend income	Expressed in Japanese yen

The last rows of MarketCap and AnnualDivi show the total of all figures. This is the sum of “Cash Equities” and “Cash.” In other words, the summary table above does not include “gains or losses on margin trading.” Currently, there is an unrealized loss of “-493,895 yen” on margin trading, so total assets are less than 50 million yen. The reason for this aggregation method is that margin trading involves calculations such as interest and fees, as well as dividend payments, making it difficult to include these in the table. Therefore, the information summarized in the Excel table does not include margin trading. However, we have included dividends in the “Cash” row and made efforts to consider interest and other factors that may affect unrealized losses from margin trading.

The Nikkei 225 rose significantly at the end of the month.

The Nikkei 225 rose sharply in the last week of June. In Japan, there may be expectations for the House of Councillors election to be held on July 20, 2025. In addition, President Trump's negative comments on stock prices seem to be gradually subsiding.

Many companies announced their final financial results in June. With the release of earnings forecasts for next year, investor sentiment may have changed. The webmaster believes that the earnings of each company are not in danger and expects them to continue to rise gradually in the future.

Finally

This is the first time I have disclosed my stock portfolio. In the future, I would like to write articles about my portfolio little by little. To increase the credibility of my portfolio, I thought it would be beneficial to post screenshots of the securities companies' websites. However, I use three securities companies and need to use Excel to consolidate the information I have from each company. Please understand that I will continue to introduce my portfolio in this manner for the time being.

Note

The information on this website is not intended as a solicitation to invest or as investment advice. It is not intended to suggest or guarantee future trends in stock value, nor is it a recommendation to buy or sell. Investment decisions should be made at the user's discretion. While every effort has been made to ensure the accuracy of the information contained in this website, the website administrator assumes no responsibility for any errors in the information, problems caused by downloading data, or any other losses incurred as a result of trading in stocks or other securities.