My October 2025 Investment Report and Asset Growth Summary

2025年11月3日 2025年11月3日

A summary of investment and asset management performance for October 2025.

Notes on Exchange Rates and Other Figures

This report uses an exchange rate of $0.00649/¥ (equivalent to ¥154/$).

The figures shown are current as of the time of writing. Depending on when you read this, some numbers may have changed significantly.

Table of Contents(目次)

October 2025 Investment Results and Asset Growth
My October 2025 Asset Allocation (Portfolio Breakdown)
Nikkei 225 Hits an All-Time High: Impact on My Portfolio
Closing Thoughts
Related Articles

October 2025 Investment Results and Asset Growth

The chart below illustrates the changes in my total assets over time. The rightmost point represents my assets at the end of October 2025, which totaled ¥54.32 million (approximately $0.353 million).

The month-over-month change in assets based on Japanese yen was +1.13%.

However, due to the recent change in the exchange rate, the dollar-based valuation decreases by approximately 4.7%. This is because the yen weakened from 145 yen to 154 yen against the dollar.

My October 2025 Asset Allocation (Portfolio Breakdown)

As of November 1, my portfolio consists of the following asset classes:

Cash
Japanese Stocks
Margin Trading (Japanese Stocks)
U.S. Stocks (BRK-B)
U.S. ETFs (HDV, SPYD, VYM)
Mutual Funds (S&P 500, ACWI)

In October, I made the following purchases:

Berkshire Hathaway Inc. (BRK-B): 1 share (spot buy)
S&P 500–linked investment trust: ¥50,000
ACWI-linked investment trust: ¥50,000
Toyota Motor Corporation: 800 shares (purchased on margin)

In October, I made a purchase different from my usual routine. I bought 800 shares of Toyota Motor stock on margin. The total margin transaction amount was ¥2,359,600 (approximately $15,000). The reason I purchased shares of Toyota Motor Corporation is that I expect the yen to weaken following the inauguration of Prime Minister Sanae Takaichi, and I also anticipate that a friendly relationship with President Trump could help facilitate progress in tariff negotiations.

My total assets amount to ¥54,320,382, which is the sum of ¥54,169,582 from my cash portfolio and ¥150,800 in unrealized gains from margin trading, as shown in the table below.

(In the table below, I have listed the U.S. stock holdings in greater detail than in the previous report. This allows for a more precise understanding of each stock position.)

For an explanation of each column in the asset table, please refer to the article “June 2025 Results [Asset Trends Disclosure]”.

EnglishContent

June 2025 Results [Asset Trends Disclosure]

Summary of investment and asset management performance for June 2025. Notes on exchange rates and other figures This article calculates the exchange r...

Nikkei 225 Hits an All-Time High: Impact on My Portfolio

The Nikkei 225 rose sharply following the appointment of Prime Minister Sanae Takaichi. However, the main beneficiaries of this surge were AI-related and semiconductor-related stocks.

My portfolio was also affected to some extent, but only slightly.

Closing Thoughts

I have high expectations for Sanae Takaichi, who has assumed the position of Prime Minister, and I believe she will revitalize Japan’s economy. Her approach is similar to that of former Prime Minister Shinzo Abe, so if her policies succeed, I expect the yen and stock prices to move in a similar pattern to what we saw after 2013. (Of course, short-term declines may occur, but in the long run, I believe the trend will be upward.)

Since Takaichi enjoys strong support among the Japanese public—especially younger generations—her administration is likely to maintain stable policy implementation. I plan to gradually increase my investment ratio in Japanese equities.