במבוק

נתונים עדכניים
פירוט האסטרטגיה
ביצועים היסטורים

תשואה חודשית

אלוקציה עדכנית

	AGG	BOND	CWB	HYLD	JNK	SHY	TLH
2023-04-28	0	0.5	0	0	0	0	0.5

גרף ביצועים מתחילת השנה

גרף התשואה מתחילת השנה מול אינדקס ההשוואה

ביצועי תעודות הסל

finviz dynamic chart for BOND

finviz dynamic chart for CWB

finviz dynamic chart for HYLD

finviz dynamic chart for JNK

finviz dynamic chart for TLH

finviz dynamic chart for SHY

רשימת ה- Trades

Trade List
	symbol	weight	entry.date	exit.date	entry.price	exit.price	return
1	AGG	100	2012-03-01	2012-03-30	84.29	83.97	-0.37
2	AGG	100	2012-03-30	2012-04-30	83.97	84.73	0.91
3	AGG	100	2012-04-30	2012-05-31	84.73	85.65	1.08
4	AGG	100	2012-05-31	2012-06-29	85.65	85.63	-0.02
5	AGG	100	2012-06-29	2012-07-31	85.63	86.80	1.36
6	AGG	100	2012-07-31	2012-08-31	86.80	86.80	0.00
7	BOND	50	2012-08-31	2012-09-28	76.33	77.24	0.60
8	TLH	50	2012-08-31	2012-09-28	109.45	108.35	-0.50
9	BOND	50	2012-09-28	2012-10-31	77.24	77.86	0.40
10	TLH	50	2012-09-28	2012-10-31	108.35	108.00	-0.16
11	BOND	50	2012-10-31	2012-11-30	77.86	78.49	0.41
12	JNK	50	2012-10-31	2012-11-30	66.58	67.32	0.55
13	CWB	50	2012-11-30	2012-12-31	25.48	26.10	1.21
14	JNK	50	2012-11-30	2012-12-31	67.32	68.30	0.73
15	CWB	50	2012-12-31	2013-01-31	26.10	26.87	1.48
16	HYLD	50	2012-12-31	2013-01-31	22.68	23.11	0.93
17	CWB	50	2013-01-31	2013-02-28	26.87	27.01	0.27
18	HYLD	50	2013-01-31	2013-02-28	23.11	23.33	0.49
19	CWB	50	2013-02-28	2013-03-28	27.01	27.63	1.15
20	HYLD	50	2013-02-28	2013-03-28	23.33	23.64	0.66
21	CWB	50	2013-03-28	2013-04-30	27.63	28.10	0.86
22	HYLD	50	2013-03-28	2013-04-30	23.64	24.05	0.87
23	CWB	50	2013-04-30	2013-05-31	28.10	28.68	1.03
24	HYLD	50	2013-04-30	2013-05-31	24.05	23.86	-0.40
25	CWB	50	2013-05-31	2013-06-28	28.68	28.03	-1.13
26	HYLD	50	2013-05-31	2013-06-28	23.86	23.48	-0.81
27	CWB	50	2013-06-28	2013-07-31	28.03	29.32	2.30
28	HYLD	50	2013-06-28	2013-07-31	23.48	24.25	1.65
29	CWB	50	2013-07-31	2013-08-30	29.32	29.09	-0.40
30	HYLD	50	2013-07-31	2013-08-30	24.25	24.33	0.16
31	CWB	50	2013-08-30	2013-09-30	29.09	29.90	1.40
32	HYLD	50	2013-08-30	2013-09-30	24.33	24.66	0.69
33	CWB	50	2013-09-30	2013-10-31	29.90	30.73	1.39
34	HYLD	50	2013-09-30	2013-10-31	24.66	25.13	0.94
35	CWB	50	2013-10-31	2013-11-29	30.73	31.04	0.50
36	HYLD	50	2013-10-31	2013-11-29	25.13	25.12	-0.02
37	CWB	50	2013-11-29	2013-12-31	31.04	31.45	0.66
38	HYLD	50	2013-11-29	2013-12-31	25.12	25.38	0.52
39	CWB	50	2013-12-31	2014-01-31	31.45	31.82	0.60
40	HYLD	50	2013-12-31	2014-01-31	25.38	25.65	0.53
41	CWB	50	2014-01-31	2014-02-28	31.82	33.31	2.34
42	HYLD	50	2014-01-31	2014-02-28	25.65	26.02	0.74
43	CWB	50	2014-02-28	2014-03-31	33.31	32.57	-1.12
44	JNK	50	2014-02-28	2014-03-31	74.40	74.38	-0.01
45	CWB	50	2014-03-31	2014-04-30	32.57	32.81	0.38
46	JNK	50	2014-03-31	2014-04-30	74.38	74.80	0.28
47	CWB	50	2014-04-30	2014-05-30	32.81	33.55	1.13
48	HYLD	50	2014-04-30	2014-05-30	26.46	26.63	0.32
49	CWB	50	2014-05-30	2014-06-30	33.55	34.24	1.03
50	TLH	50	2014-05-30	2014-06-30	106.76	106.45	-0.14
51	CWB	50	2014-06-30	2014-07-31	34.24	33.81	-0.63
52	TLH	50	2014-06-30	2014-07-31	106.45	106.31	-0.07
53	CWB	50	2014-07-31	2014-08-29	33.81	34.83	1.52
54	TLH	50	2014-07-31	2014-08-29	106.31	109.36	1.44
55	CWB	50	2014-08-29	2014-09-30	34.83	33.94	-1.28
56	TLH	50	2014-08-29	2014-09-30	109.36	107.94	-0.65
57	CWB	50	2014-09-30	2014-10-31	33.94	34.07	0.18
58	TLH	50	2014-09-30	2014-10-31	107.94	109.68	0.81
59	CWB	50	2014-10-31	2014-11-28	34.07	34.54	0.69
60	TLH	50	2014-10-31	2014-11-28	109.68	111.21	0.70
61	CWB	50	2014-11-28	2014-12-31	34.54	33.87	-0.96
62	TLH	50	2014-11-28	2014-12-31	111.21	112.79	0.71
63	BOND	50	2014-12-31	2015-01-30	82.62	85.37	1.67
64	TLH	50	2014-12-31	2015-01-30	112.79	118.38	2.47
65	BOND	50	2015-01-30	2015-02-27	85.37	84.66	-0.42
66	TLH	50	2015-01-30	2015-02-27	118.38	114.97	-1.44
67	BOND	50	2015-02-27	2015-03-31	84.66	85.26	0.36
68	TLH	50	2015-02-27	2015-03-31	114.97	116.02	0.46
69	BOND	50	2015-03-31	2015-04-30	85.26	84.49	-0.45
70	TLH	50	2015-03-31	2015-04-30	116.02	114.74	-0.55
71	CWB	50	2015-04-30	2015-05-29	35.14	35.80	0.94
72	TLH	50	2015-04-30	2015-05-29	114.74	114.15	-0.26
73	CWB	50	2015-05-29	2015-06-30	35.80	34.68	-1.56
74	TLH	50	2015-05-29	2015-06-30	114.15	111.88	-1.00
75	CWB	50	2015-06-30	2015-07-31	34.68	34.52	-0.23
76	JNK	50	2015-06-30	2015-07-31	74.27	73.74	-0.36
77	CWB	50	2015-07-31	2015-08-31	34.52	33.62	-1.30
78	JNK	50	2015-07-31	2015-08-31	73.74	72.22	-1.03
79	AGG	100	2015-08-31	2015-09-30	90.57	91.31	0.81
80	AGG	100	2015-09-30	2015-10-30	91.31	91.37	0.07
81	AGG	50	2015-10-30	2015-11-30	91.37	91.01	-0.19
82	TLH	50	2015-10-30	2015-11-30	115.24	114.79	-0.20
83	AGG	50	2015-11-30	2015-12-31	91.01	90.84	-0.10
84	TLH	50	2015-11-30	2015-12-31	114.79	114.37	-0.18
85	BOND	50	2015-12-31	2016-01-29	83.63	84.24	0.37
86	TLH	50	2015-12-31	2016-01-29	114.37	118.61	1.85
87	AGG	50	2016-01-29	2016-02-29	91.97	92.78	0.44
88	TLH	50	2016-01-29	2016-02-29	118.61	120.81	0.93
89	BOND	50	2016-02-29	2016-03-31	83.76	84.92	0.69
90	TLH	50	2016-02-29	2016-03-31	120.81	120.97	0.07
91	CWB	50	2016-03-31	2016-04-29	33.77	34.06	0.44
92	TLH	50	2016-03-31	2016-04-29	120.97	120.51	-0.19
93	BOND	50	2016-04-29	2016-05-31	85.57	85.43	-0.08
94	TLH	50	2016-04-29	2016-05-31	120.51	120.86	0.15
95	JNK	50	2016-05-31	2016-06-30	72.10	73.43	0.92
96	TLH	50	2016-05-31	2016-06-30	120.86	125.92	2.09
97	HYLD	50	2016-06-30	2016-07-29	20.41	20.91	1.22
98	TLH	50	2016-06-30	2016-07-29	125.92	126.75	0.33
99	CWB	50	2016-07-29	2016-08-31	36.07	36.46	0.54
100	HYLD	50	2016-07-29	2016-08-31	20.91	21.37	1.09
101	CWB	50	2016-08-31	2016-09-30	36.46	36.90	0.60
102	HYLD	50	2016-08-31	2016-09-30	21.37	21.45	0.20
103	HYLD	50	2016-09-30	2016-10-31	21.45	21.51	0.14
104	JNK	50	2016-09-30	2016-10-31	76.74	76.16	-0.38
105	CWB	50	2016-10-31	2016-11-30	36.49	36.67	0.25
106	HYLD	50	2016-10-31	2016-11-30	21.51	21.61	0.23
107	CWB	50	2016-11-30	2016-12-30	36.67	37.14	0.63
108	HYLD	50	2016-11-30	2016-12-30	21.61	22.33	1.66
109	CWB	50	2016-12-30	2017-01-31	37.14	38.20	1.43
110	HYLD	50	2016-12-30	2017-01-31	22.33	22.74	0.93
111	HYLD	50	2017-01-31	2017-02-28	22.74	23.10	0.77
112	JNK	50	2017-01-31	2017-02-28	78.71	79.74	0.66
113	CWB	50	2017-02-28	2017-03-31	38.99	39.32	0.42
114	HYLD	50	2017-02-28	2017-03-31	23.10	22.67	-0.92
115	CWB	50	2017-03-31	2017-04-28	39.32	39.99	0.85
116	HYLD	50	2017-03-31	2017-04-28	22.67	23.01	0.75
117	CWB	50	2017-04-28	2017-05-31	39.99	40.35	0.45
118	HYLD	50	2017-04-28	2017-05-31	23.01	23.29	0.61
119	CWB	50	2017-05-31	2017-06-30	40.35	40.88	0.66
120	HYLD	50	2017-05-31	2017-06-30	23.29	23.28	-0.02
121	CWB	50	2017-06-30	2017-07-31	40.88	42.12	1.51
122	JNK	50	2017-06-30	2017-07-31	81.28	82.09	0.50
123	CWB	50	2017-07-31	2017-08-31	42.12	42.22	0.13
124	JNK	50	2017-07-31	2017-08-31	82.09	82.14	0.03
125	CWB	50	2017-08-31	2017-09-29	42.22	42.43	0.25
126	TLH	50	2017-08-31	2017-09-29	121.84	119.80	-0.84
127	CWB	50	2017-09-29	2017-10-31	42.43	43.15	0.84
128	HYLD	50	2017-09-29	2017-10-31	23.78	24.01	0.48
129	CWB	50	2017-10-31	2017-11-30	43.15	43.11	-0.05
130	HYLD	50	2017-10-31	2017-11-30	24.01	24.18	0.34
131	CWB	50	2017-11-30	2017-12-29	43.11	42.97	-0.17
132	HYLD	50	2017-11-30	2017-12-29	24.18	24.33	0.31
133	CWB	50	2017-12-29	2018-01-31	42.97	45.13	2.52
134	HYLD	50	2017-12-29	2018-01-31	24.33	24.85	1.07
135	CWB	50	2018-01-31	2018-02-28	45.13	44.05	-1.19
136	HYLD	50	2018-01-31	2018-02-28	24.85	24.82	-0.06
137	CWB	50	2018-02-28	2018-03-29	44.05	44.05	0.00
138	HYLD	50	2018-02-28	2018-03-29	24.82	25.10	0.57
139	CWB	50	2018-03-29	2018-04-30	44.05	43.98	-0.08
140	HYLD	50	2018-03-29	2018-04-30	25.10	25.36	0.51
141	CWB	50	2018-04-30	2018-05-31	43.98	45.65	1.90
142	HYLD	50	2018-04-30	2018-05-31	25.36	25.43	0.13
143	CWB	50	2018-05-31	2018-06-29	45.65	45.49	-0.17
144	HYLD	50	2018-05-31	2018-06-29	25.43	25.53	0.21
145	CWB	50	2018-06-29	2018-07-31	45.49	45.73	0.26
146	HYLD	50	2018-06-29	2018-07-31	25.53	25.82	0.56
147	CWB	50	2018-07-31	2018-08-31	45.73	46.81	1.18
148	HYLD	50	2018-07-31	2018-08-31	25.82	25.93	0.22
149	CWB	50	2018-08-31	2018-09-28	46.81	46.52	-0.30
150	HYLD	50	2018-08-31	2018-09-28	25.93	26.06	0.24
151	CWB	50	2018-09-28	2018-10-31	46.52	43.44	-3.32
152	HYLD	50	2018-09-28	2018-10-31	26.06	25.73	-0.63
153	HYLD	50	2018-10-31	2018-11-30	25.73	25.17	-1.08
154	JNK	50	2018-10-31	2018-11-30	82.58	81.96	-0.37
155	AGG	100	2018-11-30	2018-12-31	94.56	96.43	1.98
156	BOND	50	2018-12-31	2019-01-31	90.09	91.22	0.63
157	TLH	50	2018-12-31	2019-01-31	120.65	121.18	0.22
158	BOND	50	2019-01-31	2019-02-28	91.22	91.41	0.10
159	TLH	50	2019-01-31	2019-02-28	121.18	120.21	-0.40
160	BOND	50	2019-02-28	2019-03-29	91.41	93.09	0.92
161	TLH	50	2019-02-28	2019-03-29	120.21	124.88	1.94
162	BOND	50	2019-03-29	2019-04-30	93.09	93.19	0.05
163	TLH	50	2019-03-29	2019-04-30	124.88	123.41	-0.59
164	CWB	50	2019-04-30	2019-05-31	48.43	45.81	-2.71
165	TLH	50	2019-04-30	2019-05-31	123.41	129.12	2.31
166	BOND	50	2019-05-31	2019-06-28	94.50	95.62	0.60
167	TLH	50	2019-05-31	2019-06-28	129.12	130.66	0.60
168	CWB	50	2019-06-28	2019-07-31	48.00	48.79	0.83
169	JNK	50	2019-06-28	2019-07-31	88.63	88.75	0.07
170	CWB	50	2019-07-31	2019-08-30	48.79	48.01	-0.80
171	TLH	50	2019-07-31	2019-08-30	131.06	139.77	3.32
172	BOND	50	2019-08-30	2019-09-30	98.06	97.71	-0.18
173	TLH	50	2019-08-30	2019-09-30	139.77	137.25	-0.90
174	BOND	50	2019-09-30	2019-10-31	97.71	97.71	0.00
175	TLH	50	2019-09-30	2019-10-31	137.25	136.58	-0.25
176	BOND	50	2019-10-31	2019-11-29	97.71	97.95	0.12
177	TLH	50	2019-10-31	2019-11-29	136.58	135.53	-0.38
178	CWB	50	2019-11-29	2019-12-31	50.09	51.55	1.46
179	JNK	50	2019-11-29	2019-12-31	90.16	91.97	1.00
180	CWB	50	2019-12-31	2020-01-31	51.55	53.17	1.57
181	JNK	50	2019-12-31	2020-01-31	91.97	91.55	-0.23
182	CWB	50	2020-01-31	2020-02-28	53.17	51.31	-1.75
183	TLH	50	2020-01-31	2020-02-28	140.47	147.21	2.40
184	CWB	50	2020-02-28	2020-03-31	51.31	44.59	-6.55
185	TLH	50	2020-02-28	2020-03-31	147.21	155.52	2.82
186	AGG	50	2020-03-31	2020-04-30	107.83	109.68	0.86
187	TLH	50	2020-03-31	2020-04-30	155.52	156.23	0.23
188	AGG	50	2020-04-30	2020-05-29	109.68	110.42	0.34
189	TLH	50	2020-04-30	2020-05-29	156.23	155.56	-0.22
190	CWB	50	2020-05-29	2020-06-30	53.16	56.69	3.32
191	TLH	50	2020-05-29	2020-06-30	155.56	155.84	0.09
192	CWB	50	2020-06-30	2020-07-31	56.69	60.91	3.72
193	TLH	50	2020-06-30	2020-07-31	155.84	160.20	1.40
194	CWB	50	2020-07-31	2020-08-31	60.91	66.54	4.62
195	TLH	50	2020-07-31	2020-08-31	160.20	154.35	-1.83
196	CWB	50	2020-08-31	2020-09-30	66.54	64.82	-1.29
197	TLH	50	2020-08-31	2020-09-30	154.35	155.52	0.38
198	CWB	50	2020-09-30	2020-10-30	64.82	64.94	0.09
199	HYLD	50	2020-09-30	2020-10-30	24.97	25.28	0.62
200	CWB	50	2020-10-30	2020-11-30	64.94	73.82	6.84
201	HYLD	50	2020-10-30	2020-11-30	25.28	26.51	2.42
202	CWB	50	2020-11-30	2020-12-31	73.82	79.08	3.56
203	HYLD	50	2020-11-30	2020-12-31	26.51	26.93	0.81
204	CWB	50	2020-12-31	2021-01-29	79.08	80.80	1.09
205	HYLD	50	2020-12-31	2021-01-29	26.93	27.36	0.80
206	CWB	50	2021-01-29	2021-02-26	80.80	83.12	1.44
207	HYLD	50	2021-01-29	2021-02-26	27.36	27.49	0.23
208	CWB	50	2021-02-26	2021-03-31	83.12	79.76	-2.02
209	HYLD	50	2021-02-26	2021-03-31	27.49	27.88	0.72
210	CWB	50	2021-03-31	2021-04-30	79.76	81.75	1.25
211	HYLD	50	2021-03-31	2021-04-30	27.88	28.04	0.28
212	CWB	50	2021-04-30	2021-05-28	81.75	80.78	-0.59
213	HYLD	50	2021-04-30	2021-05-28	28.04	28.14	0.19
214	CWB	50	2021-05-28	2021-06-30	80.78	83.26	1.54
215	HYLD	50	2021-05-28	2021-06-30	28.14	28.41	0.48
216	CWB	50	2021-06-30	2021-07-30	83.26	82.37	-0.54
217	HYLD	50	2021-06-30	2021-07-30	28.41	28.39	-0.04
218	HYLD	50	2021-07-30	2021-08-31	28.39	28.49	0.17
219	JNK	50	2021-07-30	2021-08-31	99.37	99.92	0.27
220	HYLD	50	2021-08-31	2021-09-30	28.49	28.41	-0.13
221	TLH	50	2021-08-31	2021-09-30	144.66	140.96	-1.28
222	JNK	50	2021-09-30	2021-10-29	99.68	99.36	-0.16
223	TLH	50	2021-09-30	2021-10-29	140.96	141.87	0.32
224	CWB	50	2021-10-29	2021-11-30	84.81	80.96	-2.27
225	TLH	50	2021-10-29	2021-11-30	141.87	144.95	1.08
226	BOND	50	2021-11-30	2021-12-31	104.52	104.59	0.03
227	TLH	50	2021-11-30	2021-12-31	144.95	143.03	-0.66
228	JNK	50	2021-12-31	2022-01-31	100.38	97.60	-1.38
229	TLH	50	2021-12-31	2022-01-31	143.03	138.37	-1.63
230	AGG	100	2022-01-31	2022-02-28	108.21	106.97	-1.15
231	AGG	100	2022-02-28	2022-03-31	106.97	103.96	-2.81
232	AGG	100	2022-03-31	2022-04-29	103.96	100.00	-3.81
233	AGG	100	2022-04-29	2022-05-31	100.00	100.77	0.76
234	AGG	100	2022-05-31	2022-06-30	100.77	99.20	-1.55
235	AGG	100	2022-06-30	2022-07-29	99.20	101.72	2.54
236	AGG	100	2022-07-29	2022-08-31	101.72	98.62	-3.04
237	AGG	100	2022-08-31	2022-09-30	98.62	94.54	-4.14
238	AGG	100	2022-09-30	2022-10-31	94.54	93.33	-1.28
239	AGG	100	2022-10-31	2022-11-30	93.33	96.88	3.81
240	AGG	50	2022-11-30	2022-12-30	96.88	96.04	-0.44
241	HYLD	50	2022-11-30	2022-12-30	25.68	25.13	-1.08
242	CWB	50	2022-12-30	2023-01-31	63.98	67.83	3.01
243	JNK	50	2022-12-30	2023-01-31	88.13	91.68	2.02
244	CWB	50	2023-01-31	2023-02-28	67.83	66.74	-0.80
245	HYLD	50	2023-01-31	2023-02-28	26.40	26.13	-0.51
246	HYLD	50	2023-02-28	2023-03-31	26.13	26.02	-0.20
247	JNK	50	2023-02-28	2023-03-31	89.94	91.86	1.07
248	CWB	50	2023-03-31	2023-04-28	66.91	65.98	-0.69
249	JNK	50	2023-03-31	2023-04-28	91.86	91.99	0.07

תיאור האסטרטגיה

להשלים

תעודות סל

AGG – iShares Barclays Aggregate Bond Fund
BOND – PIMCO ETF Trust
CWB – SPDR Barclays Capital Convertible SecETF
HYLD – Advisorshares Trust
JNK – SPDR Barclays Capital High Yield Bnd ETF
SHY – iShares Barclays 1-3 Year Treasry Bnd Fd
TLH – iShares Lehman 10-20 Yr Tresry Bond(ETF)