האצן
תשואה חודשית
אלוקציה עדכנית
EDV | MDY | SHY | ZIV | |
---|---|---|---|---|
2023-04-28 | 0 | 0 | 1 | 0 |
גרף ביצועים מתחילת השנה
גרף התשואה מתחילת השנה מול אינדקס ההשוואה
ביצועי תעודות הסל
רשימת ה- Trades
symbol | weight | entry.date | exit.date | entry.price | exit.price | return | |
---|---|---|---|---|---|---|---|
1 | SHY | 100 | 2010-11-30 | 2011-03-31 | 75.20 | 74.98 | -0.28 |
2 | ZIV | 100 | 2011-03-31 | 2011-04-29 | 15.40 | 16.87 | 9.51 |
3 | SHY | 100 | 2011-04-29 | 2011-06-30 | 75.38 | 75.66 | 0.36 |
4 | ZIV | 100 | 2011-06-30 | 2011-07-29 | 17.05 | 17.29 | 1.41 |
5 | EDV | 100 | 2011-07-29 | 2011-10-31 | 52.95 | 71.19 | 34.44 |
6 | SHY | 100 | 2011-10-31 | 2011-11-30 | 76.08 | 76.12 | 0.05 |
7 | EDV | 100 | 2011-11-30 | 2011-12-30 | 73.65 | 77.69 | 5.48 |
8 | ZIV | 100 | 2011-12-30 | 2012-01-31 | 12.46 | 13.69 | 9.86 |
9 | EDV | 100 | 2012-01-31 | 2012-02-29 | 76.50 | 73.99 | -3.28 |
10 | ZIV | 100 | 2012-02-29 | 2012-05-31 | 13.50 | 14.32 | 6.07 |
11 | EDV | 100 | 2012-05-31 | 2012-08-31 | 84.12 | 84.80 | 0.82 |
12 | ZIV | 100 | 2012-08-31 | 2013-04-30 | 16.89 | 32.05 | 89.76 |
13 | SHY | 100 | 2013-04-30 | 2013-05-31 | 76.50 | 76.40 | -0.13 |
14 | MDY | 100 | 2013-05-31 | 2013-08-30 | 189.66 | 190.03 | 0.19 |
15 | ZIV | 100 | 2013-08-30 | 2013-10-31 | 30.58 | 34.09 | 11.48 |
16 | SHY | 100 | 2013-10-31 | 2013-11-29 | 76.60 | 76.67 | 0.09 |
17 | ZIV | 100 | 2013-11-29 | 2014-02-28 | 35.79 | 38.01 | 6.20 |
18 | EDV | 100 | 2014-02-28 | 2014-04-30 | 70.17 | 73.62 | 4.91 |
19 | ZIV | 100 | 2014-04-30 | 2014-06-30 | 40.56 | 46.51 | 14.67 |
20 | SHY | 100 | 2014-06-30 | 2014-07-31 | 76.79 | 76.70 | -0.11 |
21 | ZIV | 100 | 2014-07-31 | 2014-09-30 | 45.97 | 43.97 | -4.35 |
22 | EDV | 100 | 2014-09-30 | 2014-12-31 | 80.52 | 92.20 | 14.51 |
23 | SHY | 100 | 2014-12-31 | 2015-01-30 | 76.87 | 77.36 | 0.63 |
24 | EDV | 100 | 2015-01-30 | 2015-04-30 | 105.34 | 91.67 | -12.98 |
25 | ZIV | 100 | 2015-04-30 | 2015-08-31 | 43.95 | 38.58 | -12.22 |
26 | EDV | 100 | 2015-08-31 | 2015-10-30 | 88.11 | 89.71 | 1.81 |
27 | SHY | 100 | 2015-10-30 | 2015-11-30 | 77.52 | 77.32 | -0.26 |
28 | ZIV | 100 | 2015-11-30 | 2016-01-29 | 42.55 | 37.17 | -12.64 |
29 | EDV | 100 | 2016-01-29 | 2016-04-29 | 95.13 | 97.73 | 2.73 |
30 | MDY | 100 | 2016-04-29 | 2016-05-31 | 242.59 | 248.03 | 2.25 |
31 | ZIV | 100 | 2016-05-31 | 2016-06-30 | 41.12 | 38.72 | -5.85 |
32 | EDV | 100 | 2016-06-30 | 2016-07-29 | 108.33 | 111.96 | 3.35 |
33 | SHY | 100 | 2016-07-29 | 2016-09-30 | 78.27 | 78.19 | -0.10 |
34 | ZIV | 100 | 2016-09-30 | 2016-10-31 | 43.63 | 44.46 | 1.90 |
35 | SHY | 100 | 2016-10-31 | 2016-11-30 | 78.15 | 77.78 | -0.47 |
36 | ZIV | 100 | 2016-11-30 | 2016-12-30 | 46.26 | 46.54 | 0.61 |
37 | MDY | 100 | 2016-12-30 | 2017-01-31 | 278.37 | 282.96 | 1.65 |
38 | ZIV | 100 | 2017-01-31 | 2017-06-30 | 52.93 | 70.26 | 32.74 |
39 | SHY | 100 | 2017-06-30 | 2017-08-31 | 78.14 | 78.44 | 0.39 |
40 | ZIV | 100 | 2017-08-31 | 2017-12-29 | 72.13 | 88.65 | 22.90 |
41 | SHY | 100 | 2017-12-29 | 2018-01-31 | 78.04 | 77.82 | -0.29 |
42 | ZIV | 100 | 2018-01-31 | 2018-02-28 | 87.47 | 68.50 | -21.69 |
43 | MDY | 100 | 2018-02-28 | 2018-03-29 | 316.96 | 320.05 | 0.97 |
44 | SHY | 100 | 2018-03-29 | 2018-05-31 | 77.93 | 78.02 | 0.12 |
45 | ZIV | 100 | 2018-05-31 | 2018-07-31 | 72.83 | 76.67 | 5.27 |
46 | SHY | 100 | 2018-07-31 | 2018-08-31 | 78.01 | 78.28 | 0.35 |
47 | MDY | 100 | 2018-08-31 | 2018-09-28 | 349.83 | 346.09 | -1.07 |
48 | ZIV | 100 | 2018-09-28 | 2018-10-31 | 80.23 | 66.01 | -17.72 |
49 | SHY | 100 | 2018-10-31 | 2018-12-31 | 78.29 | 79.18 | 1.14 |
50 | EDV | 100 | 2018-12-31 | 2019-02-28 | 98.18 | 96.62 | -1.60 |
51 | ZIV | 100 | 2019-02-28 | 2019-04-30 | 74.87 | 75.45 | 0.77 |
52 | SHY | 100 | 2019-04-30 | 2019-05-31 | 80.09 | 80.67 | 0.72 |
53 | EDV | 100 | 2019-05-31 | 2019-11-29 | 110.57 | 122.09 | 10.42 |
54 | MDY | 100 | 2019-11-29 | 2019-12-31 | 350.38 | 360.12 | 2.78 |
55 | ZIV | 100 | 2019-12-31 | 2020-01-31 | 71.89 | 72.06 | 0.24 |
56 | EDV | 100 | 2020-01-31 | 2020-06-30 | 128.55 | 149.58 | 16.36 |
57 | MDY | 100 | 2020-06-30 | 2021-04-30 | 313.88 | 484.36 | 54.31 |
58 | ZIV | 100 | 2021-04-30 | 2021-07-30 | 31.40 | 31.30 | -0.32 |
59 | EDV | 100 | 2021-07-30 | 2021-10-29 | 135.06 | 134.07 | -0.73 |
60 | ZIV | 100 | 2021-10-29 | 2021-11-30 | 33.30 | 30.00 | -9.91 |
61 | EDV | 100 | 2021-11-30 | 2021-12-31 | 138.90 | 135.12 | -2.72 |
62 | MDY | 100 | 2021-12-31 | 2022-01-31 | 509.19 | 472.17 | -7.27 |
63 | SHY | 100 | 2022-01-31 | 2022-11-30 | 83.16 | 80.40 | -3.33 |
64 | ZIV | 100 | 2022-11-30 | 2022-12-30 | 27.00 | 26.49 | -1.89 |
65 | SHY | 100 | 2022-12-30 | 2023-02-28 | 80.49 | 80.46 | -0.04 |
66 | ZIV | 100 | 2023-02-28 | 2023-03-31 | 35.76 | 28.00 | -21.70 |
67 | EDV | 100 | 2023-03-31 | 2023-04-28 | 89.87 | 90.01 | 0.16 |
תיאור האסטרטגיה
להשלים
תעודות סל
EDV – Vanguard Extended Duration ETF
MDY – SPDR S&P MidCap 400 ETF
SHY – iShares Barclays 1-3 Year Treasry Bnd Fd
סטטיסטיקת ביצועים
פירוט סטטיסטי של ה- Trades
גרף השוואתי
גרף מפורט
החזקות לאורך זמן
Categories: מתקדם