we chose the portfolio from top down. under consideration to the news in the market, the stocks which will go up are welcomed.

we had picked some nonprofitable stocks so deleted and bought new ones. the nonprifitable stocks were chosen only by technical estimation. We should not have take them into our portfolio at the begining of this month.

basically we pay attention to subprime mortagage loan crash and the upward of the commodity prices caused by the crash. I guess that the reason why our portfolio is not so bad is that Japanese stocks had been so bad
that this result is partly supported just by luck and partly by our research.

株式の残高(円) 100,610,000 実現損益(円) 77,000 現在の順位 93
現金の残高(円) 8,014,000 未実現損益(円) 8,547,000 前日の順位 105
合計(円) 108,624,000 トータル損益(円) 8,624,000 グループ内の順位 1
保有銘柄一覧
No降順にソート 日付 ｺｰﾄﾞ 会社名 株数 買株価 現株価 前日比 残高 損益 (%)
1 08/05/16 3315 三井鉱山 20,000 327 325 -7 6,500,000 -43,000 -0.66
2 08/05/16 9449 ＧＭＯインターネット 15,000 660 657 -5 9,855,000 -48,000 -0.48
3 08/05/16 8868 アーバンコーポレイション 12,500 690 670 -38 8,375,000 -253,000 -2.93
4 08/05/01 3313 ブックオフコーポレーション 10,000 645 718 -11 7,180,000 727,000 11.27
5 08/05/01 1950 日本電設工業 20,000 777 850 -13 17,000,000 1,455,000 9.36
6 08/05/01 1605 国際石油開発帝石ホールディング 9 1,150,000 1,330,000 +20000 11,970,000 1,615,000 15.60
7 08/05/01 4042 東ソー 25,000 397 455 -5 11,375,000 1,447,000 14.58
8 08/05/01 8002 丸紅 9,000 831 927 +44 8,343,000 861,000 11.51
9 08/05/01 6366 千代田化工建設 12,000 790 991 +52 11,892,000 2,409,000 25.41
10 08/05/01 8815 東急不動産 10,000 774 812 -11 8,120,000 377,000 4.87