インカムゲイン銘柄の積立計画

 こんにちは!積立計画にわくわくする「ひよっこ」です!


インカムゲイン投資法について

 2030年4月に税引き後の配当利回り5%を目指しています。キャピタルゲインは狙っていませんが、いまのところ含み益となっています。年間配当100万円を目指しています。
 インカムゲイン銘柄には3つの区分があり、5%以上の利回りを誇る配当維持を期待する銘柄と、4%以上の利回りで増配を目指す銘柄、3%以上の堅実に増配している銘柄で構成されています。現在は47銘柄ですが、8銘柄が利回り低下のため、2銘柄が取り扱い停止のため、積立停止となっています。


積立計画

 積立計画は増配無し、利回りは現在の保有状況と同じ想定で計画を立てています。積立は計画ですので、随時更新していきます。

銘柄名配当利回り元本Nov-23Dec-23Jan-24Feb-24Mar-24Apr-24May-24Jun-24Jul-24Aug-24Sep-24Oct-24Nov-24Dec-24Jan-25Feb-25Mar-25Apr-25May-25Jun-25Jul-25Aug-25Sep-25Oct-25Nov-25Dec-25Jan-26Feb-26Mar-26Apr-26May-26Jun-26Jul-26Aug-26Sep-26Oct-26Nov-26Dec-26Jan-27Feb-27Mar-27Apr-27May-27Jun-27Jul-27Aug-27Sep-27Oct-27Nov-27Dec-27Jan-28Feb-28Mar-28Apr-28May-28Jun-28Jul-28Aug-28Sep-28Oct-28Nov-28Dec-28Jan-29Feb-29Mar-29Apr-29May-29Jun-29Jul-29Aug-29Sep-29Oct-29Nov-29Dec-29Jan-30Feb-30Mar-30
三井住友FG55,972円5.60%1,000,198490,198 10,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00020,00010,00010,000  10,00020,00010,00010,000  
ソフトバンク43,046円4.73%909,438549,43810,00010,000   10,000 10,000   10,000    10,00010,000 10,000   10,000 10,000   10,00010,000   10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,000   10,00010,00010,00010,000  10,00010,00010,000   10,00010,00010,00010,000  10,00010,00010,00010,000  
積水ハウス49,606円4.09%1,212,122422,122  20,00010,000    30,00010,000    30,00010,000    30,00020,000    30,00020,000    40,00020,000    40,00020,000    40,00030,000    40,00030,000    50,00030,000    50,00030,000    50,00030,000    50,00030,000
エクソンモービル27,895円5.47%510,000250,00010,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000
三菱商事12,320円4.91%250,829250,829                                                                            
三菱UFJ33,094円5.58%593,550243,550 10,000   10,000    10,000 10,000   10,000 10,000   10,00010,000 10,000   10,00010,000   10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,00010,000  10,00010,000 10,000  10,00010,00010,00010,000  10,00010,00010,00010,000  
りそな21,994円4.00%550,534240,534 10,000    10,000    10,000    10,000  10,000   10,000 10,000   10,000 10,000  10,000 10,000   10,00010,000 10,000  10,000 10,00010,000  10,000 10,00010,000  10,00010,000 10,000  10,00010,00010,00010,000  10,00010,00010,00010,000  
シェブロン21,830円4.75%460,000200,00010,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000
アルトリア56,845円7.29%780,000280,000 20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  
IBM20,970円4.40%476,560216,56010,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000
オリックス25,424円5.57%456,701156,701 10,000     10,000   10,000    10,000  10,000   10,000 10,000   10,000 10,000   10,000 10,000  10,00010,000 10,000  10,000 10,00010,000   10,00010,00010,000  10,00010,000 10,000  10,00010,00010,00010,000  10,00010,000 10,000  
ENEOS9,398円4.10%229,347229,347                                                                            
フィリップモリス34,754円4.76%730,000230,000 20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  
ダウ・ケミカル34,543円4.61%750,000230,00020,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000
アッヴィ20,082円4.67%430,000180,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000 
日本駐車場開発5,751円2.91%197,370187,370                                                                      10,000     
SBI25,325円4.47%566,802206,80210,00010,000   10,000    10,000 10,000   10,000 10,000   10,00010,000 10,000   10,00010,000   10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,00010,000  10,00010,000 10,000  10,00010,00010,00010,000  10,00010,00010,00010,000  
ベライゾン33,984円4.85%700,000200,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000 
豊田通商4,400円4.31%102,036102,036                                                                            
3M26,505円3.68%720,000200,00020,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000
シスコシステムズ3,701円2.85%130,000130,000                                                                            
ファイザー23,533円3.52%668,322168,322  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000 
第一生命3,096円3.41%90,80790,807                                                                            
キリン18,856円2.61%721,284131,284  10,000     20,00010,000    20,00010,000    20,00010,000    20,00010,000    30,00020,000    30,00020,000    30,00020,000    30,00020,000    40,00020,000    40,00020,000    40,00030000    40,00030,000
ギリアド・サイエンシズ12,050円3.44%350,000100,000 10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  
東洋インキSCホールディングス29,487円3.70%797,64387,643  20,00010,000    20,00010,000    20,00010,000    30,00020,000    30,00020,000    30,00020,000    30,00020,000    40,00020,000    40,00020,000    40,00030,000    40,00030,000    50,00030000    50,00030,000
日本電信電話2,668円3.40%78,42278,422                                                                            
メイン・ストリート5,111円6.39%80,00080,000                                                                            
ヒューリック25,875円3.39%763,89183,891  20,000     20,00010,000    20,00010,000    30,00010,000    30,00010,000    30,00020,000    30,00020,000    40,00020,000    40,00020,000    40,00030,000    40,00030,000    50,00030000    50,00030,000
エイリス・キャピタル7,358円9.20%80,00080,000                                                                            
エクシオグループ15,020円3.92%383,29683,296    10,000  10,000    10,000    10,000 10,000   10,000    10,00010,000 10,000   10,000 10,000  10,000 10,00010,000   10,00010,000   10,00010,00010,00010,000  10,000 10,00010,000  10,00010,00010,00010,000  10,00010,000 10,000  
KDDI12,328円3.33%370,72870,728    10,000  10,000     10,000   10,000 10,000   10,000    10,00010,000 10,000   10,000 10,000  10,000 10,00010,000   10,00010,000   10,00010,00010,00010,000   10,00010,00010,000  10,00010,00010,00010,000   10,00010,00010,000  
コカ・コーラ8,371円2.54%330,00080,000 10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  
ウォルグリーン・ブーツ・アライアンス27,224円4.12%660,000140,00020,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000
セイコーエプソン2,250円3.74%60,23060,230                                                                            
オープンハウス9,713円2.44%397,93897,938    10,000     10,000  10,000   10,000    10,000 10,000   10,000 10,000   10,00010,000 10,000   10,00010,000   10,00010,000 10,000  10,00010,00010,000   10,00010,00010,00010,000  10,00010,000 10,000  10,00010,00010,00010,000  
安藤・間19,509円4.64%420,32570,325    10,000 10,000   10,000 10,000   10,000 10,000   10,000 10,000   10,00010,000 10,000  10,00010,000 10,000  10,000 10,00010,000  10,00010,000 10,000  10,00010,00010,00010,000   10,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  
三菱HCキャピタル17,700円4.53%390,48640,486    10,000 10,000   10,000  10,000   10,00010,000   10,000 10,000   10,00010,000 10,000  10,000 10,00010,000   10,00010,00010,000  10,000 10,00010,000  10,00010,00010,000   10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  
大和ハウス工業11,249円3.21%350,47550,475     10,000    10,000  10,000   10,000    10,000 10,000   10,000 10,000   10,00010,000 10,000   10,00010,000   10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,00010,000  10,00010,000 10,000  10,00010,00010,00010,000  
みずほFG16,073円4.14%388,69238,692    10,000 10,000    10,000 10,000   10,000 10,000  10,000 10,000   10,00010,000 10,000  10,000 10,00010,000   10,00010,00010,000   10,00010,00010,000  10,00010,000 10,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  
兼松16,224円4.16%389,78539,785    10,000  10,000   10,000 10,000   10,000 10,000   10,00010,000   10,00010,000 10,000   10,00010,000   10,00010,00010,00010,000   10,00010,00010,000  10,00010,000 10,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  
日東電工832円3.07%27,14427,144                                                                            
ひろぎん13,779円4.30%320,07020,070     10,000    10,000     10,000 10,000   10,000  10,000  10,000 10,000   10,000 10,000   10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,000   10,00010,00010,00010,000  10,00010,00010,00010,000  
三井金属鉱業12,434円3.46%359,42519,425     10,000 10,000   10,000 10,000   10,000 10,000   10,000 10,000  10,000 10,00010,000   10,00010,000   10,00010,00010,000   10,00010,00010,00010,000   10,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,000 10,000  
コムシス10,560円3.30%320,38820,388     10,000     10,000    10,000 10,000   10,000  10,000   10,000 10,000  10,000 10,000   10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,00010,000  10,00010,00010,00010,000  
DCM6,712円2.91%230,91920,919   10,000     10,000     10,000     10,000     10,000     10,000     10,000     20,000     20,000     20,000     20,000     30000     30,000
東ソー13,238円3.67%360,94020,940     10,000 10,000   10,000    10,00010,000 10,000   10,000 10,000  10,000 10,00010,000   10,00010,000   10,00010,00010,000   10,00010,00010,000   10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,000 10,000  10,00010,00010,00010,000  

元本合計:21,146,697円
配当予定額:908,689円(税引き後利回り:4.30%)

 大変見えづらいものになっていますが、このように積み立てて行く予定です。積立スタンスとしては、4%以上の高配当銘柄である三井住友FGを主軸に、「利回り3%銘柄」を積み立てています。また、米国株は5%以上の利回りの銘柄を2万円、他は1万円ずつ権利落ちの翌月に積み立てています。ここ最近の日本株の値上がりによって、高配当銘柄がだいぶ少なくなってしまいました。
 配当予定額と利回りが目標に到達していませんが、増配によって到達すると考えています。


一言

 2030年までは5%銘柄に頼りますが、その後は他の銘柄に比重を掛けていこうと思います。
 本記事は以上となります。最後まで読んでくださりありがとうございました!また次回の記事も宜しくお願いします!!!

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