| 구분 | 23.06수익률 | 23.05수익률 | 보유종목(23.06월중) | 다음월 변경 종목 |
|---|---|---|---|---|
| VAA(Vigilant Asset Allocation) | -0.3 | -3.7 | SHY | SHY → SPY |
| DAA(Defensive Asset Allocation) | -0.3 | 0.1 | SHY | SHY → SPY, QQQ, VGK, EWJ, VWO, GLD |
| PAA(Protective Asset Allocation) | 0.1 | -0.7 | SPY, QQQ, VGK, EWJ, GLD, HYG, IEF | IEF → SPY, QQQ, VGK, EWJ, GLD, HYG |
| LAA(Lethargic Asset Allocation) | -21.8 | 0.6 | IWD, IEF, GLD, QQQ | - |
| BAA(Bold Asset Allocation) | -100.0 | 0.1 | BIL | BIL → SPY, QQQ, VGK, EWJ, GLD, HYG |
| ABAA(aggressive BAA) | -100.0 | -3.9 | BIL | BIL → QQQ |
| DM(듀얼모멘텀) | 0.0 | -1.2 | BND | BND → SPY |
| CDM(종합듀얼모멘텀) | -74.9 | 0.4 | GLD, BIL | BIL → SPY, HYG |
| ADM(가속듀얼모멘텀) | 0.7 | -4.4 | SPY | - |
| MDM(수정듀얼모멘텀) | 0.0 | -1.2 | BND | BND → SPY |
| GTAA(Global Tactical Asset Allocation) | -39.7 | -0.9 | SPY, EFA, IEF, BIL | - |
| CP(60-40 포트폴리오) | 0.6 | -0.3 | SPY, IEF | - |
| PP(영구 포트폴리오) | 0.5 | -1.1 | SPY, TLT, GLD, SHY | - |
| AS(사계절 포트폴리오) | 0.5 | -1.8 | SPY, TLT, IEF, DBC, GLD | - |