| 구분 | 23.09수익률 | 23.08수익률 | 보유종목(23.09월중) | 다음월 변경 종목 |
|---|---|---|---|---|
| VAA(Vigilant Asset Allocation) | -0.1 | 0.2 | SHY | - |
| DAA(Defensive Asset Allocation) | -0.2 | -1.3 | SHY | - |
| PAA(Protective Asset Allocation) | -4.1 | -3.3 | SPY, QQQ, IWM, VGK, EWJ, GLD, IEF | SPY, QQQ, IWM, VGK, EWJ, GLD → IEF |
| LAA(Lethargic Asset Allocation) | -4.3 | -1.6 | IWD, IEF, GLD, QQQ | - |
| BAA(Bold Asset Allocation) | 0.4 | 0.4 | BIL | BIL → DBC, BIL |
| ABAA(aggressive BAA) | 0.4 | 0.4 | BIL | BIL → DBC, BIL |
| DM(듀얼모멘텀) | -4.7 | -1.6 | SPY | - |
| CDM(종합듀얼모멘텀) | -2.8 | -0.5 | SPY, HYG, GLD, BIL | BIL → REM |
| ADM(가속듀얼모멘텀) | -4.7 | -1.6 | SPY | SPY → TLT |
| MDM(수정듀얼모멘텀) | -3.6 | -1.6 | VEU | VEU → SPY |
| GTAA(Global Tactical Asset Allocation) | -1.3 | -1.8 | SPY, EFA, DBC, BIL | EFA → BIL |
| CP(60-40 포트폴리오) | -4.2 | -1.3 | SPY, IEF | - |
| PP(영구 포트폴리오) | -4.4 | -1.4 | SPY, TLT, GLD, SHY | - |
| AS(사계절 포트폴리오) | -5.3 | -2.0 | SPY, TLT, IEF, DBC, GLD | - |