# VAA 전략 : 공격 자산, 수비 자산 # : 공격 자산 중 최근 가장 잘 나가는 자산 1개를 보유 # : 하지만 4개의 공격 자산 중 1개라도 - 라면 수비형으로 전환 # SPY : (미국주식) Vanguard Developed Markets Index Fund;ETF # VEA : (선진국주식) Vanguard Developed Markets Index Fund;ETF # VMO : (개발도상국 주식) Invesco Municipal Opportunity Trust # AGG : (미국 잡채권) iShares Core US Aggregate Bond ETF # SHY : (미국 단기채) iShares 1-3 Year Treasury Bond ETF # IEF : (미국 중기채) iShares 7-10 Year Treasury Bond ETF # LQD : (미국 회사채) iShares iBoxx $ Inv Grade Corporate Bond ETF +----+-----------+--------+------+------+------+------+------+------+------+------+------+-------+-------+---------+--------+--------+---------+-------------+ | | Symbols | Now | 1M | 2M | 3M | 4M | 5M | 6M | 7M | 8M | 9M | 10M | 11M | 1-12M | 1-6M | 1-3M | 1st_M | ALL_Point | |----+-----------+--------+------+------+------+------+------+------+------+------+------+-------+-------+---------+--------+--------+---------+-------------| | 0 | SPY | 428.51 | 1 | 1 | 1 | 0 | 1 | 1 | 1 | 0 | 0 | 0 | 1 | 0.64 | 1 | 4 | 12 | 17.64 | | 1 | VEA | 45.68 | 1 | 0 | 1 | 0 | 1 | 0 | 0 | 1 | 0 | 0 | 1 | 0.45 | 0.67 | 4 | 12 | 17.12 | | 2 | VMO | 10.42 | 1 | 0 | 1 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0.27 | 0.33 | 0 | 0 | 0.61 | | 3 | AGG | 103.63 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0.18 | 0 | 0 | 0 | 0.18 | | 4 | SHY.O | 83.01 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0.18 | 0 | 0 | 0 | 0.18 | | 5 | IEF.O | 103.4 | 1 | 1 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0.27 | 0.33 | 0 | 0 | 0.61 | | 6 | LQD | 114.68 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0.18 | 0 | 0 | 0 | 0.18 | +----+-----------+--------+------+------+------+------+------+------+------+------+------+-------+-------+---------+--------+--------+---------+-------------+ # DAA 전략 : VWO & BND가 - 라면 수비형으로 전환 # 7 ~ 8 # VWO : (개발도상국 주식) Vanguard Emerging Markets Stock Index Fund;ETF # BND : (미국 잡채권) Vanguard Total Bond Market Index Fund;ETF +----+-----------+-------+------+------+------+------+------+------+------+------+------+-------+-------+---------+--------+--------+---------+-------------+ | | Symbols | Now | 1M | 2M | 3M | 4M | 5M | 6M | 7M | 8M | 9M | 10M | 11M | 1-12M | 1-6M | 1-3M | 1st_M | ALL_Point | |----+-----------+-------+------+------+------+------+------+------+------+------+------+-------+-------+---------+--------+--------+---------+-------------| | 7 | VWO | 43.13 | 1 | 0 | 0 | 0 | 1 | 0 | 0 | 1 | 1 | 0 | 0 | 0.36 | 0.67 | 1.33 | 0 | 2.36 | | 8 | BND.O | 76.78 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0.18 | 0 | 0 | 0 | 0.18 | +----+-----------+-------+------+------+------+------+------+------+------+------+------+-------+-------+---------+--------+--------+---------+-------------+ # Accelerating Dual Momentum : Dual Momentum 업그레이드 전략 # 9 ~ 11 # VOO : Vanguard 500 Index Fund;ETF (VFINX 대신) # VXUS : Vanguard Total International Stock Index Fund (VINEX 대신) # VGLS : Vanguard Long-Term Treasury Index Fund (VUSTX 대신) +----+-----------+--------+------+------+------+------+------+------+------+------+------+-------+-------+---------+--------+--------+---------+-------------+ | | Symbols | Now | 1M | 2M | 3M | 4M | 5M | 6M | 7M | 8M | 9M | 10M | 11M | 1-12M | 1-6M | 1-3M | 1st_M | ALL_Point | |----+-----------+--------+------+------+------+------+------+------+------+------+------+-------+-------+---------+--------+--------+---------+-------------| | 9 | VOO | 393.8 | 1 | 1 | 1 | 0 | 1 | 1 | 1 | 0 | 0 | 0 | 1 | 0.64 | 1 | 4 | 12 | 17.64 | | 10 | VXUS.O | 56.62 | 1 | 0 | 1 | 0 | 1 | 0 | 0 | 1 | 0 | 0 | 1 | 0.45 | 0.67 | 4 | 12 | 17.12 | | 11 | VGLT.O | 73.82 | 1 | 1 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0.27 | 0.33 | 0 | 0 | 0.61 | +----+-----------+--------+------+------+------+------+------+------+------+------+------+-------+-------+---------+--------+--------+---------+-------------+