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wkinvest

현재 포지션 · 2026-08-31 기준

거래비용 입력:%· 라이브 구간만 적용
PDBC 16.7%IEMG 16.7%GLD 16.7%QQQ 16.7%EWJ 16.7%SHY 16.7%

최근 리밸런싱 회전율 50.0% · 예상 거래비용 -0.050%

1994-01 ~ 현재 · Yahoo Finance | 2026-08~: 실시간 계산

CAGR

+8.9%

MDD

-18.9%

SHARPE

0.74

기간: 2008-06 ~ 2026-08

누적 수익률

2008-06 ~ 2026-08전략 수익률 +391.4%SPY 수익률 +733.2%초과수익 -341.8%p
연도JanFebMarAprMayJunJulAugSepOctNovDec연간
2026+5.6%+4.8%-4.5%+0.1%+3.4%-1.1%-2.4%+1.9%····+7.5%
2025+0.3%-0.6%+1.2%+0.8%+2.6%+3.1%+0.6%+2.9%+4.8%+3.3%+0.5%+1.0%+22.4%
2024-1.5%+1.8%+2.5%-3.4%+2.5%+0.9%+0.8%+2.1%+2.6%-0.9%+4.0%-3.5%+7.5%
2023+0.7%-4.5%+1.5%+1.2%+0.1%-0.6%+3.0%-2.4%-0.2%+0.3%+1.1%+5.4%+5.5%
2022-3.7%-0.5%-1.4%-0.5%+0.6%-0.6%+0.4%-4.4%-1.3%-0.1%+0.7%-1.9%-12.1%
2021+0.9%+3.4%+0.6%+4.6%+1.8%+0.3%+0.3%+1.5%-3.2%-0.4%-2.5%+2.1%+9.4%
2020-3.0%-1.0%-2.3%+5.5%+3.5%+1.8%+6.4%+2.3%-2.7%-0.7%+7.4%+5.9%+24.7%
2019+3.6%+1.7%+0.9%+1.4%-5.9%+2.9%+0.3%+3.8%-0.9%+1.1%+0.2%+3.7%+13.2%
2018+6.0%-3.3%-0.7%-0.2%+0.3%+0.7%-0.2%+2.2%-0.9%-2.1%+0.3%-1.9%-0.3%
2017+0.1%+2.1%+0.6%+1.8%+2.2%+0.0%+2.9%+0.8%-0.2%+2.7%+1.9%+1.5%+17.6%
2016+0.6%+2.8%+2.6%+0.3%-0.7%+2.0%+1.3%-0.7%+1.5%-1.3%-0.7%-0.0%+7.8%
2015+2.1%-2.1%-0.6%-1.9%+0.3%-0.1%+0.0%-5.5%+1.5%+3.1%+0.6%-1.2%-3.9%
2014-2.9%+2.9%-1.0%+1.0%+1.9%+1.4%-1.7%+3.0%-3.9%+1.9%+1.4%+0.4%+4.1%
2013+2.6%+0.4%+3.0%+3.4%-2.4%-0.2%+0.2%-0.1%+0.2%+3.3%+1.3%+2.0%+14.3%
2012+2.7%+1.1%+1.3%-1.3%-1.5%+2.1%+1.2%+0.9%+1.7%-1.5%+0.7%+2.4%+9.9%
2011+1.6%+4.0%-1.4%+4.6%-1.9%-2.4%-0.1%+3.4%-2.5%+2.1%-1.4%-0.7%+4.9%
2010-3.4%+2.8%+5.6%+2.0%-5.9%+0.2%+1.9%-4.1%+3.6%+4.7%-0.8%+6.4%+13.0%
2009-4.0%-4.3%+2.9%+4.9%+5.3%-1.6%+7.5%+4.3%+3.9%-3.2%+5.3%+1.1%+23.4%
2008·····-4.1%-1.7%-1.0%-5.5%+1.0%+1.1%+11.3%+0.2%

라이브 구간 포지션 내역

2026-08
PDBC 16.7%IEMG 16.7%GLD 16.7%QQQ 16.7%EWJ 16.7%SHY 16.7%
진행중
2026-07
PDBC 16.7%VGK 16.7%VNQ 16.7%SPY 16.7%EWJ 16.7%SHY 16.7%
+1.9%
2026-06
IWM 16.7%QQQ 16.7%IEMG 16.7%EWJ 16.7%VNQ 16.7%SPY 16.7%
-2.4%
2026-05
QQQ 16.7%IEMG 16.7%IWM 16.7%SPY 16.7%PDBC 16.7%EWJ 16.7%
-1.1%
2026-04
PDBC 16.7%QQQ 16.7%IEMG 16.7%IWM 16.7%SPY 16.7%VNQ 16.7%
+3.4%
2026-03
SHY 100%
+0.1%
2026-02
GLD 16.7%EWJ 16.7%IEMG 16.7%VGK 16.7%PDBC 16.7%VNQ 16.7%
-4.5%
2026-01
GLD 16.7%IEMG 16.7%PDBC 16.7%EWJ 16.7%VGK 16.7%IWM 16.7%
+4.8%
2025-12
GLD 16.7%VGK 16.7%IEMG 16.7%EWJ 16.7%SPY 16.7%QQQ 16.7%
+5.6%
2025-11
GLD 16.7%IWM 16.7%IEMG 16.7%VGK 16.7%QQQ 16.7%SPY 16.7%
+1.0%
2025-10
GLD 16.7%QQQ 16.7%IEMG 16.7%EWJ 16.7%IWM 16.7%SPY 16.7%
+0.5%
2025-09
GLD 16.7%QQQ 16.7%IEMG 16.7%IWM 16.7%SPY 16.7%EWJ 16.7%
+3.3%