July Performance Review/August Strategic Portfolio | Strategy Report | Moneyクリ MoneyX Securities Investment Information and Media Useful for Money

The performance since the start of operation for 1 year and 1 month has been an excess return of approximately 15%.

The performance of the strategic portfolio in July lagged behind the benchmark.

Table 1: Monthly and Cumulative Returns Since the Start of Operations Source: Created by the author based on QUICK data It was even until the end of the month, but I couldn't keep up with the market's surge following the conclusion of the US-Japan trade negotiations. However, I only lost big on that day, and there weren't enough days left in the month to recover from it.

Graph 1: Returns of the Strategic Portfolio (2025.6.30-2025.7.31) Source: Created by the author based on QUICK data As a result, the performance over the course of one year and one month since the start of operation has slightly reduced to about a 15% excess return, but it still remains significantly outperforming.

Graph 2: Returns of the Strategic Portfolio (Indexed with the value of June 2024 as 1) Source: Created by the author based on QUICK data In July, the sharp drop of LaserTech held back the progress.

Release of the August Strategic Portfolio

The portfolio for August is as follows.

Table 2: Strategy Portfolio and Stock List for August Source: Created by the author The excluded stocks are Showa Bond (1414), SUMCO (3436), H.U. Group HD (4544), Kokusai Electric (6525), Ricoh (7752), and Kawasaki Kisen Kaisha (9107).

The newly added securities are Shin-Etsu Chemical Co., Ltd. (4063), Japan Catalyst Co., Ltd. (4114), Trend Micro Incorporated (4704), Sumitomo Metal Mining Co., Ltd. (5713), Panasonic Holdings Corporation (6752), and Colowide Co., Ltd. (7616).