In previous year, I selected 10 Japanese stocks and created them as a portfolio and benchmarked with Nikkei225 index.

This is my second review. Thanks to Warren Buffett, Japanese stock market is outperforming its Asia peers year to date so far. Following this recent upside momentum, my Samurai portfolio gained 32.3% as one year return. Over the same period, Nikkei225 index rose 13.3% only. Hence, my Samurai portfolio is outperforming the overall Japanese stock market. Download excel for reference.

Most of the selected stocks in my Samurai portfolio has positive return, except Tokyo Electron has -1.8% return.

To recap, this is a virtual portfolio, its return is calculated under JPY currency and based on price-weighted, as well as adjusted stock splits and ignored dividends.

Under this 2nd review, I leave the stocks remain unchanged.

This post originally published on my personal blog.

​https://streetanalystblog.wordpress.com/2023/06/11/2nd-review-for-samurai-gumi-portfolio/​