| 구분 | 23.03수익률 | 23.02수익률 | 보유종목(23.03월중) | 다음월 변경 종목 |
|---|---|---|---|---|
| VAA(Vigilant Asset Allocation) | 1.9 | -3.7 | SHY | SHY → BND |
| DAA(Defensive Asset Allocation) | 1.9 | -4.5 | SHY | SHY → QQQ, VGK, EWJ, GLD, TLT, LQD |
| PAA(Protective Asset Allocation) | 4.5 | -3.6 | IEF | - |
| LAA(Lethargic Asset Allocation) | 3.6 | -3.1 | IWD, IEF, GLD, QQQ | - |
| BAA(Bold Asset Allocation) | 0.2 | -3.9 | BIL | BIL → SPY, QQQ, VGK, EWJ, GLD, LQD |
| ABAA(aggressive BAA) | 0.2 | -3.7 | BIL | BIL → QQQ |
| DM(듀얼모멘텀) | 3.1 | -2.7 | BND | - |
| CDM(종합듀얼모멘텀) | 0.3 | -1.2 | BIL | - |
| ADM(가속듀얼모멘텀) | -2.8 | -3.1 | SCZ | - |
| MDM(수정듀얼모멘텀) | 3.1 | -2.7 | BND | - |
| GTAA(Global Tactical Asset Allocation) | 0.1 | -3.1 | SPY, EFA, BIL | BIL → IEF |
| CP(60-40 포트폴리오) | 1.9 | -2.8 | SPY, IEF | - |
| PP(영구 포트폴리오) | 3.9 | -3.4 | SPY, TLT, GLD, SHY | - |
| AS(사계절 포트폴리오) | 3.2 | -3.9 | SPY, TLT, IEF, DBC, GLD | - |