הסלע

נתונים עדכניים
פירוט האסטרטגיה
ביצועים היסטורים

תשואה חודשית

אלוקציה עדכנית

	BSV	DLS	DWX	VB	VBR	VNQ	VOO	VSS	VTV	VWO	VXUS
2023-04-28	0.4	0.03	0.06	0.09	0.09	0.06	0.09	0.03	0.09	0.03	0.03

גרף ביצועים מתחילת השנה

גרף התשואה מתחילת השנה מול אינדקס ההשוואה

ביצועי תעודות הסל

finviz dynamic chart for BSV

finviz dynamic chart for DLS

finviz dynamic chart for DWX

finviz dynamic chart for ETV

finviz dynamic chart for VB

finviz dynamic chart for VBR

finviz dynamic chart for VNQ

finviz dynamic chart for VOO

finviz dynamic chart for VSS

finviz dynamic chart for VWO

finviz dynamic chart for VXUS

רשימת ה- Trades

Trade List
	symbol	weight	entry.date	exit.date	entry.price	exit.price	return
1	BSV	40	2011-01-28	2011-12-30	65.29	66.96	1.03
2	DLS	3	2011-01-28	2011-12-30	33.51	29.45	-0.36
3	DWX	6	2011-01-28	2011-12-30	30.03	26.60	-0.69
4	VB	9	2011-01-28	2011-12-30	60.62	58.96	-0.25
5	VBR	9	2011-01-28	2011-12-30	52.18	49.93	-0.39
6	VNQ	6	2011-01-28	2011-12-30	34.98	37.29	0.40
7	VOO	9	2011-01-28	2011-12-30	92.33	92.74	0.04
8	VSS	3	2011-01-28	2011-12-30	70.43	57.50	-0.55
9	VTV	9	2011-01-28	2011-12-30	39.69	39.32	-0.08
10	VWO	3	2011-01-28	2011-12-30	33.06	28.11	-0.45
11	VXUS	3	2011-01-28	2011-12-30	34.50	29.52	-0.43
12	BSV	40	2011-12-30	2012-12-31	66.96	68.40	0.86
13	DLS	3	2011-12-30	2012-12-31	29.45	36.53	0.72
14	DWX	6	2011-12-30	2012-12-31	26.60	29.39	0.63
15	VB	9	2011-12-30	2012-12-31	58.96	69.75	1.65
16	VBR	9	2011-12-30	2012-12-31	49.93	59.40	1.71
17	VNQ	6	2011-12-30	2012-12-31	37.29	43.86	1.06
18	VOO	9	2011-12-30	2012-12-31	92.74	107.58	1.44
19	VSS	3	2011-12-30	2012-12-31	57.50	69.42	0.62
20	VTV	9	2011-12-30	2012-12-31	39.32	45.29	1.37
21	VWO	3	2011-12-30	2012-12-31	28.11	33.51	0.58
22	VXUS	3	2011-12-30	2012-12-31	29.52	35.02	0.56
23	BSV	40	2012-12-31	2013-12-31	68.40	68.51	0.06
24	DLS	3	2012-12-31	2013-12-31	36.53	46.16	0.79
25	DWX	6	2012-12-31	2013-12-31	29.39	31.14	0.36
26	VB	9	2012-12-31	2013-12-31	69.75	96.04	3.39
27	VBR	9	2012-12-31	2013-12-31	59.40	81.11	3.29
28	VNQ	6	2012-12-31	2013-12-31	43.86	44.88	0.14
29	VOO	9	2012-12-31	2013-12-31	107.58	142.43	2.92
30	VSS	3	2012-12-31	2013-12-31	69.42	80.95	0.50
31	VTV	9	2012-12-31	2013-12-31	45.29	60.28	2.98
32	VWO	3	2012-12-31	2013-12-31	33.51	31.86	-0.15
33	VXUS	3	2012-12-31	2013-12-31	35.02	40.13	0.44
34	BSV	40	2013-12-31	2014-12-31	68.51	69.38	0.51
35	DLS	3	2013-12-31	2014-12-31	46.16	42.01	-0.27
36	DWX	6	2013-12-31	2014-12-31	31.14	29.07	-0.40
37	VB	9	2013-12-31	2014-12-31	96.04	103.37	0.69
38	VBR	9	2013-12-31	2014-12-31	81.11	89.67	0.95
39	VNQ	6	2013-12-31	2014-12-31	44.88	58.50	1.82
40	VOO	9	2013-12-31	2014-12-31	142.43	161.73	1.22
41	VSS	3	2013-12-31	2014-12-31	80.95	76.86	-0.15
42	VTV	9	2013-12-31	2014-12-31	60.28	68.22	1.18
43	VWO	3	2013-12-31	2014-12-31	31.86	31.84	0.00
44	VXUS	3	2013-12-31	2014-12-31	40.13	38.23	-0.14
45	BSV	40	2014-12-31	2015-12-31	69.38	70.02	0.37
46	DLS	3	2014-12-31	2015-12-31	42.01	45.14	0.22
47	DWX	6	2014-12-31	2015-12-31	29.07	24.30	-0.99
48	VB	9	2014-12-31	2015-12-31	103.37	99.48	-0.34
49	VBR	9	2014-12-31	2015-12-31	89.67	85.40	-0.43
50	VNQ	6	2014-12-31	2015-12-31	58.50	59.92	0.14
51	VOO	9	2014-12-31	2015-12-31	161.73	163.85	0.12
52	VSS	3	2014-12-31	2015-12-31	76.86	76.85	0.00
53	VTV	9	2014-12-31	2015-12-31	68.22	67.55	-0.09
54	VWO	3	2014-12-31	2015-12-31	31.84	26.81	-0.47
55	VXUS	3	2014-12-31	2015-12-31	38.23	36.63	-0.13
56	BSV	40	2015-12-31	2016-12-30	70.02	70.95	0.53
57	DLS	3	2015-12-31	2016-12-30	45.14	48.20	0.20
58	DWX	6	2015-12-31	2016-12-30	24.30	27.71	0.84
59	VB	9	2015-12-31	2016-12-30	99.48	117.83	1.66
60	VBR	9	2015-12-31	2016-12-30	85.40	106.67	2.24
61	VNQ	6	2015-12-31	2016-12-30	59.92	65.07	0.52
62	VOO	9	2015-12-31	2016-12-30	163.85	183.80	1.10
63	VSS	3	2015-12-31	2016-12-30	76.85	80.12	0.13
64	VTV	9	2015-12-31	2016-12-30	67.55	79.11	1.54
65	VWO	3	2015-12-31	2016-12-30	26.81	30.08	0.37
66	VXUS	3	2015-12-31	2016-12-30	36.63	38.39	0.14
67	BSV	40	2016-12-30	2017-12-29	70.95	71.80	0.48
68	DLS	3	2016-12-30	2017-12-29	48.20	63.54	0.95
69	DWX	6	2016-12-30	2017-12-29	27.71	32.95	1.13
70	VB	9	2016-12-30	2017-12-29	117.83	136.98	1.46
71	VBR	9	2016-12-30	2017-12-29	106.67	119.26	1.06
72	VNQ	6	2016-12-30	2017-12-29	65.07	68.26	0.29
73	VOO	9	2016-12-30	2017-12-29	183.80	223.82	1.96
74	VSS	3	2016-12-30	2017-12-29	80.12	104.64	0.92
75	VTV	9	2016-12-30	2017-12-29	79.11	92.67	1.54
76	VWO	3	2016-12-30	2017-12-29	30.08	39.55	0.94
77	VXUS	3	2016-12-30	2017-12-29	38.39	48.93	0.82
78	BSV	40	2017-12-29	2018-12-31	71.80	72.76	0.54
79	DLS	3	2017-12-29	2018-12-31	63.54	51.52	-0.57
80	DWX	6	2017-12-29	2018-12-31	32.95	29.30	-0.66
81	VB	9	2017-12-29	2018-12-31	136.98	124.21	-0.84
82	VBR	9	2017-12-29	2018-12-31	119.26	104.64	-1.10
83	VNQ	6	2017-12-29	2018-12-31	68.26	64.16	-0.36
84	VOO	9	2017-12-29	2018-12-31	223.82	213.74	-0.41
85	VSS	3	2017-12-29	2018-12-31	104.64	85.31	-0.55
86	VTV	9	2017-12-29	2018-12-31	92.67	87.63	-0.49
87	VWO	3	2017-12-29	2018-12-31	39.55	33.71	-0.44
88	VXUS	3	2017-12-29	2018-12-31	48.93	41.87	-0.43
89	BSV	40	2018-12-31	2019-12-31	72.76	76.38	1.99
90	DLS	3	2018-12-31	2019-12-31	51.52	62.96	0.67
91	DWX	6	2018-12-31	2019-12-31	29.30	35.23	1.21
92	VB	9	2018-12-31	2019-12-31	124.21	158.15	2.46
93	VBR	9	2018-12-31	2019-12-31	104.64	128.46	2.05
94	VNQ	6	2018-12-31	2019-12-31	64.16	82.68	1.73
95	VOO	9	2018-12-31	2019-12-31	213.74	280.75	2.82
96	VSS	3	2018-12-31	2019-12-31	85.31	103.53	0.64
97	VTV	9	2018-12-31	2019-12-31	87.63	110.11	2.31
98	VWO	3	2018-12-31	2019-12-31	33.71	40.71	0.62
99	VXUS	3	2018-12-31	2019-12-31	41.87	50.97	0.65
100	BSV	40	2019-12-31	2020-12-31	76.38	79.98	1.88
101	DLS	3	2019-12-31	2020-12-31	62.96	62.13	-0.04
102	DWX	6	2019-12-31	2020-12-31	35.23	33.45	-0.30
103	VB	9	2019-12-31	2020-12-31	158.15	188.45	1.72
104	VBR	9	2019-12-31	2020-12-31	128.46	136.00	0.53
105	VNQ	6	2019-12-31	2020-12-31	82.68	78.81	-0.28
106	VOO	9	2019-12-31	2020-12-31	280.75	332.11	1.65
107	VSS	3	2019-12-31	2020-12-31	103.53	115.79	0.36
108	VTV	9	2019-12-31	2020-12-31	110.11	112.59	0.20
109	VWO	3	2019-12-31	2020-12-31	40.71	46.89	0.46
110	VXUS	3	2019-12-31	2020-12-31	50.97	56.42	0.32
111	BSV	40	2020-12-31	2021-12-31	79.98	79.11	-0.44
112	DLS	3	2020-12-31	2021-12-31	62.13	69.40	0.35
113	DWX	6	2020-12-31	2021-12-31	33.45	36.98	0.63
114	VB	9	2020-12-31	2021-12-31	188.45	221.54	1.58
115	VBR	9	2020-12-31	2021-12-31	136.00	174.16	2.53
116	VNQ	6	2020-12-31	2021-12-31	78.81	110.74	2.43
117	VOO	9	2020-12-31	2021-12-31	332.11	427.69	2.59
118	VSS	3	2020-12-31	2021-12-31	115.79	130.93	0.39
119	VTV	9	2020-12-31	2021-12-31	112.59	142.45	2.39
120	VWO	3	2020-12-31	2021-12-31	46.89	47.50	0.04
121	VXUS	3	2020-12-31	2021-12-31	56.42	61.50	0.27
122	BSV	40	2021-12-31	2022-12-30	79.11	74.76	-2.20
123	DLS	3	2021-12-31	2022-12-30	69.40	57.36	-0.52
124	DWX	6	2021-12-31	2022-12-30	36.98	32.17	-0.78
125	VB	9	2021-12-31	2022-12-30	221.54	182.78	-1.57
126	VBR	9	2021-12-31	2022-12-30	174.16	157.86	-0.84
127	VNQ	6	2021-12-31	2022-12-30	110.74	81.68	-1.57
128	VOO	9	2021-12-31	2022-12-30	427.69	349.91	-1.64
129	VSS	3	2021-12-31	2022-12-30	130.93	102.81	-0.64
130	VTV	9	2021-12-31	2022-12-30	142.45	139.50	-0.19
131	VWO	3	2021-12-31	2022-12-30	47.50	38.95	-0.54
132	VXUS	3	2021-12-31	2022-12-30	61.50	51.60	-0.48
133	BSV	40	2022-12-30	2023-04-28	74.76	76.50	0.93
134	DLS	3	2022-12-30	2023-04-28	57.36	62.19	0.25
135	DWX	6	2022-12-30	2023-04-28	32.17	35.51	0.62
136	VB	9	2022-12-30	2023-04-28	182.78	187.31	0.22
137	VBR	9	2022-12-30	2023-04-28	157.86	157.24	-0.04
138	VNQ	6	2022-12-30	2023-04-28	81.68	83.30	0.12
139	VOO	9	2022-12-30	2023-04-28	349.91	382.05	0.83
140	VSS	3	2022-12-30	2023-04-28	102.81	110.96	0.24
141	VTV	9	2022-12-30	2023-04-28	139.50	140.56	0.07
142	VWO	3	2022-12-30	2023-04-28	38.95	40.24	0.10
143	VXUS	3	2022-12-30	2023-04-28	51.60	56.25	0.27

תיאור האסטרטגיה

להשלים

תעודות סל

BSV – Vanguard Short-Term Bond ETF
DLS – WisdomTree Intl. SmallCap Div Fd. (ETF)
DWX – SPDR S&P International Dividend (ETF)
ETV – Eaton Vance Tax Managed Buy Write Opport
VB – Vanguard Small-Cap Index Fund
VBR – Vanguard Small-Cap Value ETF
VNQ – Vanguard REIT Index Fund
VOO – Vanguard 500 Index Fund
VSS – Vanguard FTSE All Wd Ex US Small Cap ETF
VWO – Vanguard Emerging Markets Stock Index Fd
VXUS – Vanguard Total International Stock ETF