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wkinvest

현재 포지션 · 2026-08-31 기준

거래비용 입력:%· 라이브 구간만 적용
DBC 12.5%IEMG 12.5%GLD 12.5%QQQ 12.5%EWJ 12.5%SPY 12.5%PDBC 25%

최근 리밸런싱 회전율 45.8% · 예상 거래비용 -0.046%

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

CAGR

+8.0%

MDD

-21.2%

SHARPE

0.51

기간: 2008-06 ~ 2026-08

누적 수익률

2008-06 ~ 2026-08전략 수익률 +317.3%SPY 수익률 +733.2%초과수익 -415.9%p
연도JanFebMarAprMayJunJulAugSepOctNovDec연간
2026+6.0%+4.8%-5.0%+6.7%+2.7%-0.9%-2.5%+3.7%····+15.8%
2025+2.4%-0.8%+0.6%-3.2%+3.1%+4.5%+0.6%+2.7%+4.7%+3.3%+0.3%+1.0%+20.6%
2024-1.7%+3.0%+2.5%-3.5%+2.7%+0.8%+0.2%+1.8%+2.5%-1.1%+4.7%-4.7%+7.0%
2023+7.3%-4.4%-4.2%+1.0%+2.1%+5.2%+4.0%-2.7%-4.0%-1.9%+10.3%+5.4%+17.9%
2022-3.7%+6.1%+8.1%+1.0%+3.8%-7.5%-2.0%-4.6%-7.0%-1.6%+3.4%-1.9%-7.0%
2021+1.2%+4.3%+1.4%+4.6%+1.7%+0.6%+0.4%+1.2%-3.4%+4.7%-3.7%+1.6%+15.0%
2020-3.2%-3.6%+1.3%+1.3%+4.7%+3.2%+6.4%+3.3%-3.0%-0.9%+8.5%+6.1%+25.8%
2019+1.8%+1.6%+0.4%+1.8%-6.1%+2.0%+0.3%+1.9%-0.9%+2.0%+0.3%+3.7%+8.8%
2018+6.0%-3.2%-2.7%-1.1%+1.9%+0.7%+1.9%+3.4%-0.9%-7.7%+1.1%-7.2%-8.3%
2017+0.6%+2.6%+0.7%+1.9%+2.3%-0.4%+3.3%+0.9%-0.2%+2.4%+1.9%+1.3%+18.8%
2016-5.4%+1.6%+0.9%+0.3%-0.5%+0.6%-0.8%-0.6%+1.5%-1.3%-1.2%+2.3%-2.9%
2015-0.7%-1.8%-1.2%-0.1%-1.5%-1.6%+0.2%-6.1%+1.2%+0.7%+0.4%-1.6%-11.7%
2014-2.9%+3.9%-1.1%+0.9%+2.0%+1.6%-1.7%+3.8%-3.7%+2.4%+1.0%-0.7%+5.4%
2013+2.6%+0.3%+3.5%+4.7%-3.2%-1.0%+1.2%-2.6%+3.3%+2.4%+2.4%+2.0%+16.3%
2012+2.4%+1.2%+1.4%-1.3%-4.1%+0.0%+1.1%+0.7%+2.0%-1.9%+1.6%+3.7%+6.9%
2011+0.7%+4.0%-1.1%+4.2%-1.9%-2.4%+0.3%+0.7%+0.2%-0.5%-1.5%+1.3%+3.8%
2010-5.1%+2.4%+7.1%+2.9%-5.9%+1.9%+1.8%-4.0%+1.8%+4.3%-1.1%+6.8%+12.6%
2009-5.1%-1.6%+3.6%-0.8%+6.0%-1.5%+7.7%+3.3%+4.0%-3.4%+5.8%+2.0%+20.9%
2008·····-3.0%-8.0%+1.4%-7.6%-5.0%+7.7%+6.1%-9.3%

라이브 구간 포지션 내역

2026-08
DBC 12.5%IEMG 12.5%GLD 12.5%QQQ 12.5%EWJ 12.5%SPY 12.5%PDBC 25%
진행중
2026-07
DBC 9.7%VGK 9.7%VNQ 9.7%SPY 9.7%EWJ 9.7%IWM 9.7%PDBC 41.7%
+3.7%
2026-06
IWM 30.6%QQQ 13.9%IEMG 13.9%EWJ 13.9%VNQ 13.9%SPY 13.9%
-2.5%
2026-05
QQQ 30.6%IEMG 13.9%IWM 13.9%SPY 13.9%EWJ 13.9%DBC 13.9%
-0.9%
2026-04
DBC 15.3%QQQ 15.3%IEMG 15.3%IWM 15.3%SPY 15.3%VNQ 15.3%PDBC 8.3%
+2.7%
2026-03
DBC 1.4%HYG 1.4%GLD 1.4%LQD 1.4%IWM 1.4%EWJ 1.4%PDBC 91.7%
+6.7%
2026-02
GLD 15.3%EWJ 23.6%IEMG 15.3%VGK 15.3%DBC 15.3%VNQ 15.3%
-5.0%
2026-01
GLD 15.3%IEMG 15.3%DBC 15.3%EWJ 15.3%VGK 15.3%IWM 15.3%IEMG 8.3%
+4.8%
2025-12
GLD 13.9%VGK 13.9%IEMG 13.9%EWJ 13.9%SPY 13.9%QQQ 13.9%IEMG 16.7%
+6.0%
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 15.3%QQQ 23.6%IEMG 15.3%EWJ 15.3%IWM 15.3%SPY 15.3%
+0.3%
2025-09
GLD 16.7%QQQ 16.7%IEMG 16.7%IWM 16.7%SPY 16.7%EWJ 16.7%
+3.3%