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wkinvest

현재 포지션 · 2026-08-31 기준

거래비용 입력:%· 라이브 구간만 적용
GLD 20%QQQ 20%SPY 20%VBR 20%IEF 20%

최근 리밸런싱 회전율 0.0% · 예상 거래비용 -0.000%

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

CAGR

+10.3%

MDD

-23.4%

SHARPE

0.89

기간: 2006-01 ~ 2026-08

누적 수익률

2006-01 ~ 2026-08전략 수익률 +630.4%SPY 수익률 +776.1%초과수익 -145.7%p
연도JanFebMarAprMayJunJulAugSepOctNovDec연간
2026+4.0%+2.2%-5.5%+3.0%+3.0%+0.8%-2.3%+3.4%····+8.5%
2025+3.2%-0.6%-0.9%+0.2%+2.2%+3.4%+1.0%+3.0%+4.3%+2.2%+1.4%-0.1%+20.8%
2024-0.6%+2.0%+3.9%-2.9%+3.8%+1.8%+2.3%+1.5%+2.7%-0.8%+3.6%-3.5%+14.2%
2023+6.4%-3.1%+3.8%+0.8%+0.5%+1.9%+2.4%-1.7%-4.5%-0.7%+7.4%+6.0%+20.1%
2022-4.8%+0.6%-0.6%-7.0%-0.6%-6.0%+4.3%-4.1%-7.5%+2.2%+5.7%-3.8%-20.5%
2021-0.6%+0.6%+1.6%+4.0%+2.0%+0.3%+1.9%+1.7%-3.5%+4.3%+0.0%+1.6%+14.4%
2020+1.5%-1.0%-2.0%+7.3%+2.5%+2.2%+6.3%+2.3%-3.4%-2.2%+6.9%+2.8%+24.9%
2019+4.2%+1.6%+1.0%+2.2%-2.6%+4.9%+1.0%+3.8%-0.9%+1.9%+0.7%+1.1%+20.3%
2018+3.3%-3.0%-0.9%-0.7%+2.5%+0.6%+1.4%+2.7%-1.1%-5.6%+1.0%-1.3%-1.4%
2017+1.7%+2.8%+0.2%+1.4%+0.7%-0.7%+1.4%+1.3%-1.1%+1.5%+1.7%+1.2%+12.8%
2016+0.5%+2.8%+2.9%+0.7%-0.5%+1.6%+2.5%-0.5%+0.3%-2.1%+0.3%+0.8%+9.7%
2015+1.2%-0.4%-0.2%-0.5%+1.0%-1.8%+0.2%-3.7%-0.8%+4.2%-1.1%-1.8%-3.9%
2014+0.2%+3.1%-0.6%+0.4%+2.6%+1.8%-1.6%+4.1%-2.2%+2.8%+2.5%+0.5%+14.5%
2013+2.5%-0.1%+2.2%+2.2%-0.2%-2.2%+3.1%-0.8%+2.1%+3.1%+1.2%+0.9%+14.8%
2012+4.1%+1.5%+1.0%-0.1%-1.5%+2.0%+1.4%+1.8%+1.7%-2.2%+0.6%+0.1%+10.6%
2011-0.1%+3.4%+0.5%+3.8%-0.6%-1.8%+1.6%+3.2%-1.4%+4.4%+0.1%-0.7%+12.7%
2010-2.4%+2.3%+4.1%+3.5%-3.0%-0.6%+1.8%-0.9%+4.9%+3.5%+0.7%+3.6%+18.2%
2009-6.4%-3.4%+4.7%+2.0%+2.3%-0.4%+5.9%+2.4%+3.6%-2.0%+6.2%+0.5%+15.6%
2008-0.3%+0.1%-0.8%+0.7%+0.8%-2.6%-0.3%-0.0%-3.1%-11.5%+3.2%+6.4%-8.0%
2007+1.5%+0.1%-0.3%+2.9%+1.1%-1.2%-1.1%+1.8%+4.0%+3.6%-0.6%+1.0%+13.6%
2006+3.4%-0.5%+0.6%+2.5%-3.1%-0.4%+1.2%+1.6%+2.3%+2.8%+2.5%-1.0%+12.2%

라이브 구간 포지션 내역

2026-08
GLD 20%QQQ 20%SPY 20%VBR 20%IEF 20%
진행중
2026-07
VBR 20%SPY 20%IEF 20%QQQ 20%GLD 20%
+3.4%
2026-06
QQQ 20%VBR 20%SPY 20%TLT 20%IEF 20%
-2.3%
2026-05
QQQ 20%SPY 20%VBR 20%IEF 20%TLT 20%
+0.8%
2026-04
QQQ 20%SPY 20%VBR 20%GLD 20%IEF 20%
+3.0%
2026-03
TLT 20%GLD 20%IEF 20%VBR 20%SPY 20%
+3.0%
2026-02
GLD 20%VBR 20%TLT 20%IEF 20%SPY 20%
-5.5%
2026-01
GLD 20%VBR 20%SPY 20%QQQ 20%IEF 20%
+2.2%
2025-12
GLD 20%SPY 20%QQQ 20%VBR 20%IEF 20%
+4.0%
2025-11
GLD 20%QQQ 20%SPY 20%VBR 20%TLT 20%
-0.1%
2025-10
GLD 20%QQQ 20%SPY 20%TLT 20%VBR 20%
+1.4%
2025-09
GLD 20%QQQ 20%SPY 20%VBR 20%TLT 20%
+2.2%