・JF PhilippineをJF AsiaOneへスイッチング。
・DGSを利益確定してPIEを購入。
・GAFを処分してPIZを購入。
・XROを利益確定してBZF, CYB, PIZ を買い増し。
・上場廃止も覚悟の上でMBIを試し買い。
■長期保有銘柄
[Unit Trust Fund]
- Fidelity ASEAN
- Fidelity Euro Balanced Fund
- Franklin U.S. Opportunities Fund
- Templeton Eastern Europe
- INVESCO Asia Infrastructure Fund
- HSBC Managed Growth Fund
- JF AsiaOne
- 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]
- 現在なし
[インド]
- iShares BSE SENSEX India Tracker (2836.hk)
- WisdomTree India Earnings Fund (EPI)
[東欧・ロシア]
- Lyxor ETF Russia (2831.hk)
[アジア・太平洋]
- iShares MSCI Taiwan Index Fund (EWT)
[アフリカ・中東]
[新興国]
- Claymore/BNY BRIC ETF (EEB)
- WisdomTree Emerging Markets High Yielding Equity Fund (DEM)
- PowerShares DWA Emerging Markets Technical Leaders Portfolio (PIE)
[北米]
- MBIA Inc. (MBI)
[西欧]
- 現在なし
[グローバル]
- PowerShares DWA Developed Market Technical Leaders Portfolio (PIZ)
[個別セクター]
- Market Vectors Gold Miners (GDX)
- Market Vectors Agribusiness ETF (MOO)
[REIT・不動産]
- 現在なし
[コモディティ]
- PowerShares DB Agric (DBA)
- PowerShares DB Commodity Index Tracking Fund (DBC)
[債券]
- Templeton Global Income Fund (GIM)
- Western Asset Emerging Markets Debt Fund (ESD)
[為替]
- PowerShares DB G10 Currency Harvest (DBV)
- WisdomTree Dreyfus ETF Brazilian Real Fund (BZF)
- WisdomTree Dreyfus ETF Chinese Yuan Fund (CYB)