| 구분 | 23.11수익률 | 23.10수익률 | 보유종목(23.11월중) | 다음월 변경 종목 |
|---|---|---|---|---|
| VAA(Vigilant Asset Allocation) | 1.1 | 0.3 | SHY | SHY → SPY |
| DAA(Defensive Asset Allocation) | 1.1 | 0.3 | SHY | SHY → SPY, QQQ, VGK, EWJ, VWO, VNQ |
| PAA(Protective Asset Allocation) | 4.6 | -2.1 | IEF | IEF → SPY, QQQ, VGK, EWJ, GLD, HYG |
| LAA(Lethargic Asset Allocation) | 3.9 | -0.2 | IWD, IEF, GLD, SHY | SHY → QQQ |
| BAA(Bold Asset Allocation) | 0.4 | -0.4 | BIL | BIL → SPY, QQQ, VGK, EWJ, GLD, HYG |
| ABAA(aggressive BAA) | 0.4 | -0.4 | BIL | BIL → QQQ |
| DM(듀얼모멘텀) | 8.0 | -2.2 | VEU | VEU → SPY |
| CDM(종합듀얼모멘텀) | 2.8 | -1.8 | VEU, GLD, BIL | VEU, BIL → SPY, HYG |
| ADM(가속듀얼모멘텀) | 9.9 | -5.7 | TLT | TLT → SPY |
| MDM(수정듀얼모멘텀) | 8.0 | -2.4 | VEU | VEU → BND |
| GTAA(Global Tactical Asset Allocation) | -0.2 | -0.6 | DBC, BIL | BIL → SPY, EFA, VNQ |
| CP(60-40 포트폴리오) | 7.5 | -2.1 | SPY, IEF | - |
| PP(영구 포트폴리오) | 5.5 | 0.1 | SPY, TLT, GLD, SHY | - |
| AS(사계절 포트폴리오) | 7.3 | -2.6 | SPY, TLT, IEF, DBC, GLD | - |