구분 | 25.02수익률 | 25.01수익률 | 보유종목(25.02월중) | 다음월 변경 종목 |
---|---|---|---|---|
VAA(Vigilant Asset Allocation) | 0.5 | 0.2 | SPY | - |
DAA(Defensive Asset Allocation) | 0.9 | 0.2 | SPY, QQQ, IWM, VGK, DBC, GLD | IWM → VWO, DBC |
PAA(Protective Asset Allocation) | 0.9 | 1.2 | SPY, QQQ, IWM, VNQ, GLD, HYG, IEF | - |
LAA(Lethargic Asset Allocation) | 1.1 | 3.5 | IWD, IEF, GLD, QQQ | - |
BAA(Bold Asset Allocation) | 0.9 | 0.1 | SPY, QQQ, IWM, VWO, GLD, HYG | VWO → VNQ |
ABAA(aggressive BAA) | 1.2 | 0.1 | QQQ | - |
DM(듀얼모멘텀) | 0.6 | 0.6 | BND | - |
CDM(종합듀얼모멘텀) | 0.1 | 0.3 | BIL | - |
ADM(가속듀얼모멘텀) | 0.7 | 2.7 | SPY | - |
MDM(수정듀얼모멘텀) | 0.6 | 0.6 | BND | - |
GTAA(Global Tactical Asset Allocation) | 0.7 | 1.0 | SPY, EFA, DBC, VNQ, BIL | BIL → IEF |
CP(60-40 포트폴리오) | 0.8 | 1.8 | SPY, IEF | - |
PP(영구 포트폴리오) | 1.4 | 2.6 | SPY, TLT, GLD, SHY | - |
AS(사계절 포트폴리오) | 1.6 | 1.8 | SPY, TLT, IEF, DBC, GLD | - |