구분 | 24.03수익률 | 24.02수익률 | 보유종목(24.03월중) | 다음월 변경 종목 |
---|---|---|---|---|
VAA(Vigilant Asset Allocation) | 0.2 | -2.1 | SHY | SHY → SPY |
DAA(Defensive Asset Allocation) | 1.5 | 1.4 | SPY, QQQ, EWJ, SHY | SHY → IWM, VGK, EWJ, GLD |
PAA(Protective Asset Allocation) | 2.0 | 0.8 | SPY, QQQ, IWM, VGK, EWJ, VNQ, IEF | VNQ, IEF → SPY, QQQ, IWM, VGK, EWJ, GLD |
LAA(Lethargic Asset Allocation) | 3.5 | 1.8 | IWD, IEF, GLD, QQQ | - |
BAA(Bold Asset Allocation) | 0.8 | -1.1 | BIL, LQD | BIL, LQD → SPY, QQQ, IWM, VGK, EWJ, GLD |
ABAA(aggressive BAA) | 0.8 | -1.1 | BIL, LQD | BIL, LQD → QQQ |
DM(듀얼모멘텀) | 3.3 | 5.2 | SPY | - |
CDM(종합듀얼모멘텀) | 3.0 | 1.5 | SPY, HYG, GLD, BIL | BIL → REM |
ADM(가속듀얼모멘텀) | 3.3 | 5.0 | SPY | - |
MDM(수정듀얼모멘텀) | 3.3 | 5.2 | SPY | - |
GTAA(Global Tactical Asset Allocation) | 1.7 | 1.7 | SPY, EFA, IEF, VNQ, BIL | - |
CP(60-40 포트폴리오) | 2.4 | 2.3 | SPY, IEF | - |
PP(영구 포트폴리오) | 3.0 | 0.8 | SPY, TLT, GLD, SHY | - |
AS(사계절 포트폴리오) | 2.3 | 0.3 | SPY, TLT, IEF, DBC, GLD | - |