| 구분 | 23.12수익률 | 23.11수익률 | 보유종목(23.12월중) | 다음월 변경 종목 |
|---|---|---|---|---|
| VAA(Vigilant Asset Allocation) | 0.2 | 1.1 | SPY | - |
| DAA(Defensive Asset Allocation) | 0.5 | 1.1 | SPY, QQQ, VGK, EWJ, VWO, VNQ | VGK, EWJ, VWO → IWM, TLT, LQD |
| PAA(Protective Asset Allocation) | 0.8 | 4.6 | SPY, QQQ, VGK, EWJ, GLD, HYG, IEF | IEF → SPY, QQQ, VGK, EWJ, GLD, HYG |
| LAA(Lethargic Asset Allocation) | 0.5 | 3.9 | IWD, IEF, GLD, QQQ | - |
| BAA(Bold Asset Allocation) | 0.3 | 0.4 | SPY, QQQ, VGK, EWJ, GLD, HYG | VGK → HYG |
| ABAA(aggressive BAA) | 0.2 | 0.4 | QQQ | - |
| DM(듀얼모멘텀) | 0.2 | 8.0 | SPY | - |
| CDM(종합듀얼모멘텀) | 0.1 | 2.8 | SPY, HYG, GLD, BIL | BIL → REM |
| ADM(가속듀얼모멘텀) | 0.2 | 9.9 | SPY | - |
| MDM(수정듀얼모멘텀) | 1.1 | 8.0 | BND | BND → SPY |
| GTAA(Global Tactical Asset Allocation) | -0.3 | -0.2 | SPY, EFA, DBC, VNQ, BIL | DBC → IEF |
| CP(60-40 포트폴리오) | 0.8 | 7.5 | SPY, IEF | - |
| PP(영구 포트폴리오) | 1.1 | 5.5 | SPY, TLT, GLD, SHY | - |
| AS(사계절 포트폴리오) | 1.6 | 7.3 | SPY, TLT, IEF, DBC, GLD | - |