| 구분 | 24.07수익률 | 24.06수익률 | 보유종목(24.07월중) | 다음월 변경 종목 |
|---|---|---|---|---|
| VAA(Vigilant Asset Allocation) | 0.7 | 3.3 | SHY | SHY → SPY |
| DAA(Defensive Asset Allocation) | -0.6 | 1.2 | SPY, QQQ, VWO, DBC, GLD, HYG | QQQ, VWO, DBC, HYG → IWM, VGK, VNQ |
| PAA(Protective Asset Allocation) | 0.5 | 0.9 | SPY, QQQ, VGK, EWJ, EEM, GLD, IEF | EWJ, EEM → IWM, VNQ |
| LAA(Lethargic Asset Allocation) | 1.2 | 1.6 | IWD, IEF, GLD, QQQ | - |
| BAA(Bold Asset Allocation) | 0.7 | 0.7 | BIL, LQD | BIL, LQD → SPY, QQQ, IWM, VGK, VNQ, GLD |
| ABAA(aggressive BAA) | 0.7 | 6.3 | BIL, LQD | BIL, LQD → QQQ |
| DM(듀얼모멘텀) | 1.3 | 3.5 | BND | - |
| CDM(종합듀얼모멘텀) | 0.2 | 1.2 | BIL | - |
| ADM(가속듀얼모멘텀) | 0.0 | 3.5 | SPY | - |
| MDM(수정듀얼모멘텀) | 1.3 | 3.5 | BND | - |
| GTAA(Global Tactical Asset Allocation) | 1.2 | 0.8 | SPY, EFA, IEF, DBC, VNQ | DBC → BIL |
| CP(60-40 포트폴리오) | 0.7 | 2.7 | SPY, IEF | - |
| PP(영구 포트폴리오) | 1.3 | 1.4 | SPY, TLT, GLD, SHY | - |
| AS(사계절 포트폴리오) | 0.8 | 2.0 | SPY, TLT, IEF, DBC, GLD | - |