・SKFを処分。
・DGSを一旦利益確定。
・EODを購入しすぐに利益確定。
・DBVを買い増し。
・EVXを損切りして、MOOを買い増し。
・PIOを損切りして、GEXとKOLを新規購入。
■長期保有銘柄
[Unit Trust Fund]
- Fidelity ASEAN
- Fidelity Euro Balanced Fund
- Franklin Mutual European Fund
- Templeton Eastern Europe
- INVESCO Asia Infrastructure Fund
- HSBC Managed Growth Fund
- JF Philippine
- FWF India Focus Fund
- Shloder Select BRIC's Equity
■トレーディング銘柄
[中南米]
- iShares MSCI Brazil Index (EWZ)
[中国]
- Morgan Stanley China A Share Fund (CAF)
[インド]
- iShares BSE SENSEX India Tracker (2836.hk)
[東欧・ロシア]
- Lyxor ETF Russia (2831.hk)
- SPDR S&P Emerging Europe ETF (GUR)
[アジア・太平洋]
- PowerShares Dynamic Asia Pacific Opportunities Portfolio (PUA)
- Indonesia Fund (IF)
[アフリカ・中東]
- SPDR S&P Emerging Middle East & Africa (GAF)
[新興国]
- Claymore/BNY BRIC ETF (EEB)
- WisdomTree Emerging Markets High Yielding Equity Fund (DEM)
[北米]
- 現在なし
[西欧]
- 現在なし
[グローバル]
- 現在なし
[個別セクター]
- Market Vectors Gold Miners (GDX)
- Market Vectors Agribusiness ETF (MOO)
- Market Vectors Global Alternative Energy ETF (GEX)
- Market Vectors Coal ETF (KOL)
[REIT・不動産]
- 現在なし
[コモディティ]
- PowerShares DB Agric (DBA)
- United States Natural Gas Fund (UNG)
[債券]
- Aberdeen Asia-Pacific Income Fund (FAX)
- Templeton Global Income Fund (GIM)
- PowerShares Emerging Markets Sovereign Debt Portfolio (PCY)
- Morgan Stanley Emerging Markets Domestic Debt Fund (EDD)
[為替]
- PowerShares DB G10 Currency Harvest (DBV)