| 구분 | 24.09수익률 | 24.08수익률 | 보유종목(24.09월중) | 다음월 변경 종목 |
|---|---|---|---|---|
| VAA(Vigilant Asset Allocation) | -0.1 | 2.1 | SPY | SPY → BND |
| DAA(Defensive Asset Allocation) | 1.4 | 2.0 | SPY, QQQ, VGK, VNQ, GLD, TLT | SPY, QQQ, VGK → IWM, TLT, HYG, LQD |
| PAA(Protective Asset Allocation) | 0.8 | 1.6 | SPY, QQQ, IWM, VGK, VNQ, GLD, IEF | VGK → TLT |
| LAA(Lethargic Asset Allocation) | 1.0 | 1.8 | IWD, IEF, GLD, QQQ | - |
| BAA(Bold Asset Allocation) | 0.6 | 1.5 | SPY, QQQ, IWM, VGK, VNQ, GLD | IWM, VGK → TLT |
| ABAA(aggressive BAA) | -0.6 | 0.9 | QQQ | - |
| DM(듀얼모멘텀) | 1.9 | 1.5 | BND | - |
| CDM(종합듀얼모멘텀) | 0.2 | 0.5 | BIL | - |
| ADM(가속듀얼모멘텀) | -0.1 | 2.3 | SPY | SPY → SCZ |
| MDM(수정듀얼모멘텀) | 1.9 | 1.5 | BND | - |
| GTAA(Global Tactical Asset Allocation) | 0.8 | 2.5 | SPY, EFA, IEF, VNQ, BIL | - |
| CP(60-40 포트폴리오) | 0.8 | 2.0 | SPY, IEF | - |
| PP(영구 포트폴리오) | 2.0 | 1.9 | SPY, TLT, GLD, SHY | - |
| AS(사계절 포트폴리오) | 2.3 | 1.8 | SPY, TLT, IEF, DBC, GLD | - |