אסטרטגיות ההשקעה שלי

קשת נכסים


תשואה חודשית

אלוקציה עדכנית

BNDDBCGLDMUBSHYTIPTLTVBVEUVNQVOVSSVTIVWO
2023-04-28000.50000000000.50

גרף ביצועים מתחילת השנה

גרף התשואה מתחילת השנה מול אינדקס ההשוואה

ביצועי תעודות הסל

finviz dynamic chart for  BND

finviz dynamic chart for  DBC

finviz dynamic chart for  GLD

finviz dynamic chart for  MUB

finviz dynamic chart for  SHY

finviz dynamic chart for  TIP

finviz dynamic chart for  TLT

finviz dynamic chart for  VB

finviz dynamic chart for  VEU

finviz dynamic chart for  VNQ

finviz dynamic chart for  VO

finviz dynamic chart for  VSS

finviz dynamic chart for  VWO

רשימת ה- Trades

Trade List
symbolweightentry.dateexit.dateentry.priceexit.pricereturn
1GLD502009-10-302009-11-30102.53115.646.39
2VNQ502009-10-302009-11-3023.3724.913.28
3GLD502009-11-302009-12-31115.64107.31-3.60
4VWO502009-11-302009-12-3128.0928.961.55
5DBC502009-12-312010-01-2923.7721.91-3.92
6VNQ502009-12-312010-01-2926.7425.27-2.76
7VB502010-01-292010-02-2645.7547.952.41
8VNQ502010-01-292010-02-2625.2726.682.79
9VB502010-02-262010-03-3147.9552.014.23
10VNQ502010-02-262010-03-3126.6829.405.09
11VB502010-03-312010-04-3052.0154.912.79
12VNQ502010-03-312010-04-3029.4031.503.58
13VB502010-04-302010-05-2854.9150.65-3.88
14VNQ502010-04-302010-05-2831.5029.82-2.67
15GLD502010-05-282010-06-30118.88121.681.18
16VNQ502010-05-282010-06-3029.8228.27-2.60
17GLD502010-06-302010-07-30121.68115.49-2.54
18TLT502010-06-302010-07-3072.7272.03-0.47
19BND502010-07-302010-08-3158.6159.520.78
20TLT502010-07-302010-08-3172.0378.084.20
21SHY502010-08-312010-09-3075.1075.190.06
22TLT502010-08-312010-09-3078.0876.12-1.26
23VSS502010-09-302010-10-2962.1065.012.34
24VWO502010-09-302010-10-2932.1133.111.55
25GLD502010-10-292010-11-30132.62135.421.06
26VSS502010-10-292010-11-3065.0163.24-1.36
27VB502010-11-302010-12-3156.2560.653.91
28VO502010-11-302010-12-3158.3762.373.43
29DBC502010-12-312011-01-3126.6027.551.78
30VB502010-12-312011-01-3160.6561.080.35
31DBC502011-01-312011-02-2827.5528.702.09
32VB502011-01-312011-02-2861.0864.452.76
33DBC502011-02-282011-03-3128.7029.461.33
34VB502011-02-282011-03-3164.4565.971.18
35DBC502011-03-312011-04-2929.4630.802.28
36VB502011-03-312011-04-2965.9767.911.47
37DBC502011-04-292011-05-3130.8029.21-2.59
38GLD502011-04-292011-05-31152.37149.64-0.90
39VNQ502011-05-312011-06-3039.1437.85-1.65
40VWO502011-05-312011-06-3035.2934.94-0.50
41GLD502011-06-302011-07-29146.00158.294.21
42MUB502011-06-302011-07-2977.2377.650.27
43TIP502011-07-292011-08-3187.2687.820.32
44TLT502011-07-292011-08-3173.2480.324.83
45GLD502011-08-312011-09-30177.72158.06-5.53
46TLT502011-08-312011-09-3080.3290.926.60
47GLD502011-09-302011-10-31158.06167.342.94
48TLT502011-09-302011-10-3190.9287.43-1.92
49GLD502011-10-312011-11-30167.34170.130.83
50TLT502011-10-312011-11-3087.4389.160.99
51TIP502011-11-302011-12-3090.1090.250.08
52TLT502011-11-302011-12-3089.1692.241.72
53VB502011-12-302012-01-3158.9663.063.47
54VNQ502011-12-302012-01-3137.2939.673.19
55MUB502012-01-312012-02-2985.2584.33-0.54
56TLT502012-01-312012-02-2991.9389.55-1.30
57VSS502012-02-292012-03-3066.7165.95-0.57
58VWO502012-02-292012-03-3032.8331.98-1.30
59VSS502012-03-302012-04-3065.9565.05-0.69
60VWO502012-03-302012-04-3031.9831.31-1.05
61VNQ502012-04-302012-05-3142.4340.51-2.25
62VTI502012-04-302012-05-3158.6755.01-3.11
63TIP502012-05-312012-06-2994.4293.78-0.34
64TLT502012-05-312012-06-2998.0196.37-0.84
65TLT502012-06-292012-07-3196.37100.041.91
66VNQ502012-06-292012-07-3142.7543.611.00
67TIP502012-07-312012-08-3195.4395.19-0.12
68TLT502012-07-312012-08-31100.0498.72-0.66
69DBC502012-08-312012-09-2827.8027.69-0.19
70VEU502012-08-312012-09-2830.4631.521.74
71DBC502012-09-282012-10-3127.6926.61-1.95
72GLD502012-09-282012-10-31171.89166.83-1.47
73VEU502012-10-312012-11-3031.7632.340.90
74VSS502012-10-312012-11-3065.2766.140.66
75VEU502012-11-302012-12-3132.3433.972.53
76VSS502012-11-302012-12-3166.1469.422.48
77VEU502012-12-312013-01-3133.9734.801.21
78VWO502012-12-312013-01-3133.5133.530.03
79VB502013-01-312013-02-2874.1875.110.63
80VO502013-01-312013-02-2875.6476.560.61
81VB502013-02-282013-03-2875.1178.602.32
82VO502013-02-282013-03-2876.5679.992.24
83VB502013-03-282013-04-3078.6078.830.15
84VO502013-03-282013-04-3079.9981.370.87
85VNQ502013-04-302013-05-3150.5747.55-2.99
86VO502013-04-302013-05-3181.3782.880.93
87VB502013-05-312013-06-2881.6780.81-0.53
88VO502013-05-312013-06-2882.8881.93-0.58
89VB502013-06-282013-07-3180.8186.293.39
90VO502013-06-282013-07-3181.9386.612.86
91VB502013-07-312013-08-3086.2983.50-1.62
92VTI502013-07-312013-08-3073.3671.13-1.52
93VB502013-08-302013-09-3083.5088.382.92
94VO502013-08-302013-09-3084.3588.252.31
95VEU502013-09-302013-10-3136.8738.101.67
96VSS502013-09-302013-10-3176.9079.641.79
97VEU502013-10-312013-11-2938.1038.230.17
98VSS502013-10-312013-11-2979.6479.23-0.26
99VB502013-11-292013-12-3193.6796.041.27
100VEU502013-11-292013-12-3138.2338.790.73
101VO502013-12-312014-01-3195.8593.55-1.20
102VTI502013-12-312014-01-3181.3078.73-1.58
103VB502014-01-312014-02-2894.0798.852.54
104VO502014-01-312014-02-2893.5599.233.03
105VNQ502014-02-282014-03-3149.1649.410.25
106VSS502014-02-282014-03-3184.5084.03-0.28
107TLT502014-03-312014-04-3088.2790.121.05
108VNQ502014-03-312014-04-3049.4151.031.64
109VNQ502014-04-302014-05-3051.0352.251.20
110VWO502014-04-302014-05-3031.7932.781.55
111VNQ502014-05-302014-06-3052.2552.850.57
112VWO502014-05-302014-06-3032.7833.821.59
113VNQ502014-06-302014-07-3152.8552.890.04
114VWO502014-06-302014-07-3133.8234.280.68
115VNQ502014-07-312014-08-2952.8954.501.52
116VWO502014-07-312014-08-2934.2835.601.92
117TLT502014-08-292014-09-3097.5695.50-1.05
118VWO502014-08-292014-09-3035.6033.04-3.59
119MUB502014-09-302014-10-3190.1290.420.16
120TLT502014-09-302014-10-3195.5098.191.41
121TLT502014-10-312014-11-2898.19101.101.48
122VNQ502014-10-312014-11-2856.3057.421.00
123TLT502014-11-282014-12-31101.10104.391.63
124VNQ502014-11-282014-12-3157.4258.500.94
125VB502014-12-312015-01-30103.37101.15-1.07
126VNQ502014-12-312015-01-3058.5062.513.43
127TLT502015-01-302015-02-27114.64107.60-3.07
128VNQ502015-01-302015-02-2762.5160.21-1.84
129TLT502015-02-272015-03-31107.60108.780.55
130VNQ502015-02-272015-03-3160.2161.260.87
131TLT502015-03-312015-04-30108.78105.05-1.71
132VO502015-03-312015-04-30117.11113.13-1.70
133SHY502015-04-302015-05-2977.3577.380.02
134VSS502015-04-302015-05-2984.5684.720.09
135VEU502015-05-292015-06-3040.0438.92-1.40
136VSS502015-05-292015-06-3084.7282.79-1.14
137DBC502015-06-302015-07-3117.3815.19-6.31
138VSS502015-06-302015-07-3182.7980.37-1.46
139MUB502015-07-312015-08-3191.6891.58-0.06
140VTI502015-07-312015-08-3194.8189.03-3.05
141MUB502015-08-312015-09-3091.5892.370.43
142SHY502015-08-312015-09-3077.4077.630.15
143MUB502015-09-302015-10-3092.3792.700.18
144TLT502015-09-302015-10-30104.16103.73-0.20
145SHY502015-10-302015-11-3077.5277.32-0.13
146VNQ502015-10-302015-11-3059.2258.85-0.31
147VNQ502015-11-302015-12-3158.8559.920.91
148VTI502015-11-302015-12-3193.8391.83-1.06
149SHY502015-12-312016-01-2977.2077.710.33
150VNQ502015-12-312016-01-2959.9257.86-1.72
151MUB502016-01-292016-02-2994.8494.860.01
152TLT502016-01-292016-02-29108.24111.581.54
153GLD502016-02-292016-03-31118.64117.64-0.42
154TLT502016-02-292016-03-31111.58111.48-0.04
155GLD502016-03-312016-04-29117.64123.652.55
156TLT502016-03-312016-04-29111.48110.66-0.37
157DBC502016-04-292016-05-3114.0814.200.45
158GLD502016-04-292016-05-31123.65116.06-3.07
159DBC502016-05-312016-06-3014.2014.822.18
160VB502016-05-312016-06-30104.24104.590.17
161DBC502016-06-302016-07-2914.8213.79-3.49
162GLD502016-06-302016-07-29126.47128.980.99
163TLT502016-07-292016-08-31121.79120.56-0.51
164VNQ502016-07-292016-08-3170.8968.22-1.88
165GLD502016-08-312016-09-30124.78125.640.34
166VWO502016-08-312016-09-3030.8531.481.03
167VSS502016-09-302016-10-3183.5081.03-1.48
168VWO502016-09-302016-10-3131.4831.580.16
169DBC502016-10-312016-11-3014.4514.690.84
170VWO502016-10-312016-11-3031.5830.30-2.03
171DBC502016-11-302016-12-3014.6915.302.07
172VB502016-11-302016-12-30115.61117.830.96
173DBC502016-12-302017-01-3115.3015.21-0.28
174VB502016-12-302017-01-31117.83119.630.76
175VB502017-01-312017-02-28119.63122.411.16
176VO502017-01-312017-02-28123.20126.951.52
177VNQ502017-02-282017-03-3167.2265.59-1.21
178VWO502017-02-282017-03-3132.5333.451.42
179VSS502017-03-312017-04-2887.5389.941.38
180VWO502017-03-312017-04-2833.4533.970.78
181GLD502017-04-282017-05-31120.77120.62-0.06
182VSS502017-04-282017-05-3189.9491.811.04
183VEU502017-05-312017-06-3042.2642.480.25
184VSS502017-05-312017-06-3091.8192.900.60
185VEU502017-06-302017-07-3142.4843.911.69
186VSS502017-06-302017-07-3192.9096.261.81
187VSS502017-07-312017-08-3196.2697.170.47
188VWO502017-07-312017-08-3136.4537.541.50
189DBC502017-08-312017-09-2914.5814.870.99
190VWO502017-08-312017-09-2937.5437.36-0.25
191VSS502017-09-292017-10-3199.16100.630.74
192VWO502017-09-292017-10-3137.3638.271.22
193DBC502017-10-312017-11-3015.4615.600.47
194VB502017-10-312017-11-30132.33136.371.53
195VB502017-11-302017-12-29136.37136.980.22
196VTI502017-11-302017-12-29124.15125.590.58
197DBC502017-12-292018-01-3116.0416.511.48
198VTI502017-12-292018-01-31125.59132.162.62
199VTI502018-01-312018-02-28132.16127.19-1.88
200VWO502018-01-312018-02-2842.9340.63-2.68
201VTI502018-02-282018-03-29127.19124.70-0.98
202VWO502018-02-282018-03-2940.6340.55-0.11
203DBC502018-03-292018-04-3016.4016.961.71
204VWO502018-03-292018-04-3040.5539.42-1.38
205DBC502018-04-302018-05-3116.9617.411.34
206SHY502018-04-302018-05-3177.7578.020.18
207DBC502018-05-312018-06-2917.4117.07-0.97
208VNQ502018-05-312018-06-2965.5268.282.10
209VB502018-06-292018-07-31145.07147.710.91
210VNQ502018-06-292018-07-3168.2868.690.30
211VB502018-07-312018-08-31147.71154.382.26
212VNQ502018-07-312018-08-3168.6970.461.29
213VNQ502018-08-312018-09-2870.4668.60-1.32
214VTI502018-08-312018-09-28138.47138.750.10
215VB502018-09-282018-10-31152.11136.72-5.06
216VTI502018-09-282018-10-31138.75128.46-3.71
217SHY1002018-10-312018-11-3078.2978.590.38
218SHY1002018-11-302018-12-3178.5979.180.76
219GLD502018-12-312019-01-31121.25124.751.44
220TLT502018-12-312019-01-31111.44111.860.19
221VNQ502019-01-312019-02-2871.7672.260.35
222VWO502019-01-312019-02-2836.9636.82-0.19
223GLD502019-02-282019-03-29123.99122.01-0.80
224VWO502019-02-282019-03-2936.8237.671.16
225VNQ502019-03-292019-04-3075.3075.18-0.08
226VO502019-03-292019-04-30151.24156.861.86
227VO502019-04-302019-05-31156.86147.35-3.03
228VTI502019-04-302019-05-31141.03131.93-3.22
229TLT502019-05-312019-06-28121.96123.120.47
230VNQ502019-05-312019-06-2875.2876.450.77
231GLD502019-06-282019-07-31133.20133.210.00
232TLT502019-06-282019-07-31123.12123.430.13
233GLD502019-07-312019-08-30133.21143.753.96
234TLT502019-07-312019-08-30123.43137.075.52
235GLD502019-08-302019-09-30143.75138.87-1.70
236TLT502019-08-302019-09-30137.07133.39-1.34
237TLT502019-09-302019-10-31133.39131.91-0.56
238VNQ502019-09-302019-10-3182.2283.140.56
239VEU502019-10-312019-11-2946.8047.290.52
240VNQ502019-10-312019-11-2983.1482.06-0.65
241VSS502019-11-292019-12-3198.28103.532.67
242VTI502019-11-292019-12-31151.31155.551.40
243VSS502019-12-312020-01-31103.5399.63-1.89
244VWO502019-12-312020-01-3140.7138.45-2.77
245GLD502020-01-312020-02-28149.33148.38-0.32
246VTI502020-01-312020-02-28155.46143.02-4.00
247GLD502020-02-282020-03-31148.38148.05-0.11
248TLT502020-02-282020-03-31146.03155.343.19
249GLD502020-03-312020-04-30148.05158.803.63
250TLT502020-03-312020-04-30155.34157.230.61
251GLD502020-04-302020-05-29158.80162.911.29
252TLT502020-04-302020-05-29157.23154.46-0.88
253GLD502020-05-292020-06-30162.91167.371.37
254TLT502020-05-292020-06-30154.46154.980.17
255VB502020-06-302020-07-31139.91146.352.30
256VO502020-06-302020-07-31157.49167.463.17
257DBC502020-07-312020-08-3112.8613.462.32
258VWO502020-07-312020-08-3139.6140.701.37
259GLD502020-08-312020-09-30184.83177.12-2.09
260VTI502020-08-312020-09-30170.09164.06-1.77
261VSS502020-09-302020-10-3098.4495.76-1.36
262VWO502020-09-302020-10-3040.2140.740.66
263VB502020-10-302020-11-30151.40175.287.89
264VWO502020-10-302020-11-3040.7444.234.28
265VB502020-11-302020-12-31175.28188.453.76
266VO502020-11-302020-12-31192.60200.342.01
267VB502020-12-312021-01-29188.45192.241.00
268VO502020-12-312021-01-29200.34199.39-0.24
269VB502021-01-292021-02-26192.24204.103.08
270VSS502021-01-292021-02-26115.05119.652.00
271DBC502021-02-262021-03-3116.6316.51-0.36
272VB502021-02-262021-03-31204.10207.790.90
273DBC502021-03-312021-04-3016.5117.803.91
274VB502021-03-312021-04-30207.79215.951.96
275DBC502021-04-302021-05-2817.8018.491.93
276VNQ502021-04-302021-05-2892.4793.220.40
277DBC502021-05-282021-06-3018.4919.131.75
278VNQ502021-05-282021-06-3093.2295.681.32
279DBC502021-06-302021-07-3019.1319.380.65
280VNQ502021-06-302021-07-3095.6899.912.21
281DBC502021-07-302021-08-3119.3819.06-0.82
282TLT502021-07-302021-08-31143.57143.08-0.17
283TLT502021-08-312021-09-30143.08138.92-1.45
284VTI502021-08-312021-09-30226.96216.83-2.23
285DBC502021-09-302021-10-2920.0621.222.90
286TIP502021-09-302021-10-29117.70119.010.55
287DBC502021-10-292021-11-3021.2219.36-4.38
288VO502021-10-292021-11-30246.55240.40-1.25
289SHY502021-11-302021-12-3183.9283.74-0.11
290TLT502021-11-302021-12-31146.29143.34-1.01
291VNQ502021-12-312022-01-31110.74101.42-4.21
292VTI502021-12-312022-01-31236.59222.25-3.03
293DBC502022-01-312022-02-2822.2923.733.23
294GLD502022-01-312022-02-28168.09178.383.06
295DBC502022-02-282022-03-3123.7325.904.59
296GLD502022-02-282022-03-31178.38180.650.64
297DBC502022-03-312022-04-2925.9027.362.82
298GLD502022-03-312022-04-29180.65176.91-1.04
299DBC502022-04-292022-05-3127.3628.632.31
300GLD502022-04-292022-05-31176.91171.14-1.63
301DBC502022-05-312022-06-3028.6326.48-3.75
302SHY502022-05-312022-06-3081.7281.24-0.30
303DBC502022-06-302022-07-2926.4825.95-0.99
304SHY502022-06-302022-07-2981.2481.570.20
305MUB502022-07-292022-08-31106.40103.81-1.22
306SHY502022-07-292022-08-3181.5780.91-0.40
307SHY1002022-08-312022-09-3080.9179.94-1.19
308SHY1002022-09-302022-10-3179.9479.84-0.13
309SHY1002022-10-312022-11-3079.8480.400.69
310VEU502022-11-302022-12-3051.1550.03-1.10
311VO502022-11-302022-12-30214.53203.04-2.68
312VEU502022-12-302023-01-3150.0354.384.35
313VSS502022-12-302023-01-31102.81111.824.38
314VEU502023-01-312023-02-2854.3851.99-2.19
315VWO502023-01-312023-02-2842.2039.39-3.33
316GLD502023-02-282023-03-31169.78183.223.96
317VSS502023-02-282023-03-31108.30109.240.43
318GLD502023-03-312023-04-28183.22184.800.43
319VTI502023-03-312023-04-28204.10206.300.54


תיאור האסטרטגיה


להשלים

תעודות סל

BND – Vanguard Total Bond Market ETF
DBC – PowerShares DB Com Indx Trckng Fund(ETF)
GLD – SPDR Gold Trust (ETF)
MUB – iShares S&P Natnl AMT – Free Munpl Bd Fd
SHY – iShares Barclays 1-3 Year Treasry Bnd Fd
TIP – iShares Barclays TIPS Bond Fund (ETF)
TLT – iShares Barclays 20+ Yr Treas.Bond (ETF)
VB – Vanguard Small-Cap Index Fund
VEU – Vanguard FTSE All-World ex-US ETF
VNQ – Vanguard REIT Index Fund
VO – Vanguard Mid-Cap ETF
VSS – Vanguard FTSE All Wd Ex US Small Cap ETF
VTI – Vanguard Total Stock Market ETF
VWO – Vanguard Emerging Markets Stock Index Fd


סטטיסטיקת ביצועים

פירוט סטטיסטי של ה- Trades

גרף השוואתי

גרף מפורט

החזקות לאורך זמן


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