구분 | 24.10수익률 | 24.09수익률 | 보유종목(24.10월중) | 다음월 변경 종목 |
---|---|---|---|---|
VAA(Vigilant Asset Allocation) | -1.0 | 2.1 | VWO | VWO → SPY |
DAA(Defensive Asset Allocation) | 0.7 | 2.5 | SPY, QQQ, IWM, VWO, VNQ, GLD | - |
PAA(Protective Asset Allocation) | 0.2 | 2.2 | SPY, QQQ, IWM, EEM, VNQ, GLD, IEF | - |
LAA(Lethargic Asset Allocation) | 1.0 | 2.7 | IWD, IEF, GLD, QQQ | - |
BAA(Bold Asset Allocation) | 0.7 | 2.3 | SPY, QQQ, IWM, VWO, VNQ, GLD | - |
ABAA(aggressive BAA) | -1.0 | 2.6 | VWO | VWO → QQQ |
DM(듀얼모멘텀) | -2.1 | 1.3 | BND | - |
CDM(종합듀얼모멘텀) | 0.3 | 0.4 | BIL | - |
ADM(가속듀얼모멘텀) | -4.4 | 2.1 | SCZ | SCZ → SPY |
MDM(수정듀얼모멘텀) | -2.1 | 1.3 | BND | - |
GTAA(Global Tactical Asset Allocation) | -1.2 | 1.6 | SPY, EFA, IEF, VNQ, BIL | - |
CP(60-40 포트폴리오) | 0.1 | 1.8 | SPY, IEF | - |
PP(영구 포트폴리오) | 0.0 | 2.6 | SPY, TLT, GLD, SHY | - |
AS(사계절 포트폴리오) | -1.6 | 2.1 | SPY, TLT, IEF, DBC, GLD | - |