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אלוקציה עדכנית

	AGG	BOND	CUT	CWB	EDV	EXI	FAN	GEX	GNR	GURU	HYLD	IGF	IXC	IXG	IXJ	IXN	IXP	JNK	KOL	KXI	LIT	MOO	NLR	PIO	PKW	REMX	RWX	RXI	SEA	SHY	SLX	SOIL	TAN	TLH	TLT
2019-03-29	0	0	0	0.5	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0.5	0	0

גרף ביצועים מתחילת השנה

גרף התשואה מתחילת השנה מול אינדקס ההשוואה

ביצועי תעודות הסל

רשימת ה- Trades

Trade List
	symbol	weight	entry.date	exit.date	entry.price	exit.price	return
1	AGG	100	2012-06-05	2012-06-29	95.31	95.47	0.17
2	AGG	100	2012-06-29	2012-07-31	95.47	96.77	1.36
3	AGG	100	2012-07-31	2012-08-31	96.77	96.77	0.00
4	AGG	100	2012-08-31	2012-09-28	96.77	97.03	0.26
5	BOND	50	2012-09-28	2012-10-31	94.43	95.19	0.40
6	CUT	50	2012-09-28	2012-10-31	17.02	17.48	1.36
7	CUT	50	2012-10-31	2012-11-30	17.48	18.05	1.61
8	CWB	50	2012-10-31	2012-11-30	32.44	32.75	0.48
9	CUT	50	2012-11-30	2012-12-31	18.05	19.15	3.06
10	CWB	50	2012-11-30	2012-12-31	32.75	33.55	1.21
11	CWB	50	2012-12-31	2013-01-31	33.55	34.54	1.48
12	SLX	50	2012-12-31	2013-01-31	43.91	44.05	0.15
13	CWB	50	2013-01-31	2013-02-28	34.54	34.72	0.27
14	TAN	50	2013-01-31	2013-02-28	16.30	16.32	0.08
15	CWB	50	2013-02-28	2013-03-28	34.72	35.52	1.15
16	TAN	50	2013-02-28	2013-03-28	16.32	14.55	-5.43
17	CWB	50	2013-03-28	2013-04-30	35.52	36.13	0.86
18	PKW	50	2013-03-28	2013-04-30	32.62	33.19	0.87
19	EDV	50	2013-04-30	2013-05-31	98.12	88.53	-4.89
20	TAN	50	2013-04-30	2013-05-31	18.54	22.66	11.14
21	CWB	50	2013-05-31	2013-06-28	36.87	36.04	-1.13
22	TAN	50	2013-05-31	2013-06-28	22.66	21.60	-2.35
23	CWB	50	2013-06-28	2013-07-31	36.04	37.69	2.30
24	TAN	50	2013-06-28	2013-07-31	21.60	25.94	10.04
25	CWB	50	2013-07-31	2013-08-30	37.69	37.39	-0.40
26	TAN	50	2013-07-31	2013-08-30	25.94	24.70	-2.38
27	FAN	50	2013-08-30	2013-09-30	8.40	9.21	4.80
28	HYLD	50	2013-08-30	2013-09-30	36.89	37.40	0.69
29	CWB	50	2013-09-30	2013-10-31	38.44	39.50	1.39
30	TAN	50	2013-09-30	2013-10-31	31.38	33.02	2.61
31	HYLD	50	2013-10-31	2013-11-29	38.11	38.09	-0.02
32	TAN	50	2013-10-31	2013-11-29	33.02	35.11	3.17
33	CWB	50	2013-11-29	2013-12-31	39.90	40.43	0.66
34	TAN	50	2013-11-29	2013-12-31	35.11	32.42	-3.84
35	CWB	50	2013-12-31	2014-01-31	40.43	40.91	0.60
36	SLX	50	2013-12-31	2014-01-31	45.75	41.56	-4.59
37	CWB	50	2014-01-31	2014-02-28	40.91	42.82	2.34
38	TAN	50	2014-01-31	2014-02-28	36.24	43.03	9.37
39	CWB	50	2014-02-28	2014-03-31	42.82	41.87	-1.12
40	TAN	50	2014-02-28	2014-03-31	43.03	40.74	-2.67
41	EDV	50	2014-03-31	2014-04-30	85.83	88.36	1.47
42	IGF	50	2014-03-31	2014-04-30	35.76	36.29	0.73
43	EDV	50	2014-04-30	2014-05-30	88.36	91.98	2.05
44	IXC	50	2014-04-30	2014-05-30	40.52	40.79	0.33
45	EDV	50	2014-05-30	2014-06-30	91.98	91.75	-0.13
46	IXC	50	2014-05-30	2014-06-30	40.79	42.90	2.59
47	EDV	50	2014-06-30	2014-07-31	91.75	93.10	0.74
48	IXC	50	2014-06-30	2014-07-31	42.90	41.10	-2.10
49	EDV	50	2014-07-31	2014-08-29	93.10	99.60	3.49
50	IXN	50	2014-07-31	2014-08-29	86.41	89.13	1.58
51	EDV	50	2014-08-29	2014-09-30	99.60	96.64	-1.49
52	IXN	50	2014-08-29	2014-09-30	89.13	87.82	-0.74
53	EDV	50	2014-09-30	2014-10-31	96.64	100.69	2.10
54	IXJ	50	2014-09-30	2014-10-31	46.08	47.22	1.23
55	EDV	50	2014-10-31	2014-11-28	100.69	105.06	2.17
56	IXJ	50	2014-10-31	2014-11-28	47.22	48.52	1.38
57	EDV	50	2014-11-28	2014-12-31	105.06	109.43	2.08
58	IXJ	50	2014-11-28	2014-12-31	48.52	47.05	-1.52
59	EDV	50	2014-12-31	2015-01-30	109.43	125.02	7.12
60	PKW	50	2014-12-31	2015-01-30	46.69	45.26	-1.53
61	EDV	50	2015-01-30	2015-02-27	125.02	113.63	-4.56
62	RXI	50	2015-01-30	2015-02-27	80.31	86.73	3.99
63	EDV	50	2015-02-27	2015-03-31	113.63	114.61	0.44
64	RXI	50	2015-02-27	2015-03-31	86.73	85.98	-0.43
65	EDV	50	2015-03-31	2015-04-30	114.61	108.18	-2.81
66	IXJ	50	2015-03-31	2015-04-30	50.95	50.89	-0.05
67	CWB	50	2015-04-30	2015-05-29	42.61	43.35	0.87
68	TAN	50	2015-04-30	2015-05-29	43.31	39.15	-4.80
69	CWB	50	2015-05-29	2015-06-30	43.35	41.91	-1.67
70	FAN	50	2015-05-29	2015-06-30	10.75	10.12	-2.92
71	AGG	50	2015-06-30	2015-07-31	100.37	101.24	0.43
72	GEX	50	2015-06-30	2015-07-31	58.72	55.97	-2.35
73	IXJ	50	2015-07-31	2015-08-31	53.53	49.56	-3.71
74	TLH	50	2015-07-31	2015-08-31	127.66	126.98	-0.27
75	AGG	50	2015-08-31	2015-09-30	100.90	101.72	0.41
76	EDV	50	2015-08-31	2015-09-30	103.12	105.42	1.11
77	AGG	50	2015-09-30	2015-10-30	101.72	101.79	0.03
78	EDV	50	2015-09-30	2015-10-30	105.42	104.99	-0.20
79	AGG	50	2015-10-30	2015-11-30	101.79	101.39	-0.19
80	IXN	50	2015-10-30	2015-11-30	96.81	97.74	0.48
81	CWB	50	2015-11-30	2015-12-31	40.98	39.30	-2.05
82	IXN	50	2015-11-30	2015-12-31	97.74	95.20	-1.30
83	CWB	50	2015-12-31	2016-01-29	39.30	37.21	-2.66
84	TAN	50	2015-12-31	2016-01-29	28.67	23.59	-8.86
85	AGG	50	2016-01-29	2016-02-29	102.25	103.16	0.44
86	EDV	50	2016-01-29	2016-02-29	111.34	115.88	2.04
87	EDV	50	2016-02-29	2016-03-31	115.88	115.02	-0.37
88	IXP	50	2016-02-29	2016-03-31	53.57	56.53	2.77
89	EDV	50	2016-03-31	2016-04-29	115.02	113.75	-0.55
90	SLX	50	2016-03-31	2016-04-29	23.00	27.28	9.32
91	JNK	50	2016-04-29	2016-05-31	30.60	30.70	0.16
92	SLX	50	2016-04-29	2016-05-31	27.28	22.95	-7.94
93	HYLD	50	2016-05-31	2016-06-30	28.32	28.68	0.64
94	LIT	50	2016-05-31	2016-06-30	23.00	23.69	1.50
95	EDV	50	2016-06-30	2016-07-29	126.08	130.31	1.68
96	KOL	50	2016-06-30	2016-07-29	8.16	9.40	7.55
97	EDV	50	2016-07-29	2016-08-31	130.31	128.39	-0.74
98	IXN	50	2016-07-29	2016-08-31	103.56	105.77	1.06
99	EDV	50	2016-08-31	2016-09-30	128.39	125.39	-1.17
100	KOL	50	2016-08-31	2016-09-30	9.34	10.46	5.98
101	CWB	50	2016-09-30	2016-10-31	43.17	42.70	-0.55
102	IXN	50	2016-09-30	2016-10-31	108.79	107.95	-0.39
103	HYLD	50	2016-10-31	2016-11-30	30.04	30.18	0.23
104	KOL	50	2016-10-31	2016-11-30	11.63	11.63	-0.02
105	CWB	50	2016-11-30	2016-12-30	42.91	43.19	0.33
106	SLX	50	2016-11-30	2016-12-30	36.51	35.14	-1.87
107	HYLD	50	2016-12-30	2017-01-31	31.18	31.76	0.93
108	IXG	50	2016-12-30	2017-01-31	55.52	56.81	1.16
109	HYLD	50	2017-01-31	2017-02-28	31.76	32.07	0.48
110	SLX	50	2017-01-31	2017-02-28	38.41	39.86	1.88
111	HYLD	50	2017-02-28	2017-03-31	32.07	31.48	-0.92
112	SEA	50	2017-02-28	2017-03-31	11.38	11.46	0.34
113	CWB	50	2017-03-31	2017-04-28	45.73	46.51	0.85
114	IXN	50	2017-03-31	2017-04-28	122.63	126.06	1.40
115	CWB	50	2017-04-28	2017-05-31	46.51	46.93	0.45
116	IXN	50	2017-04-28	2017-05-31	126.06	132.01	2.36
117	EDV	50	2017-05-31	2017-06-30	111.51	112.11	0.27
118	IXN	50	2017-05-31	2017-06-30	132.01	129.82	-0.83
119	EDV	50	2017-06-30	2017-07-31	112.11	110.70	-0.63
120	TAN	50	2017-06-30	2017-07-31	19.54	21.26	4.40
121	CWB	50	2017-07-31	2017-08-31	48.98	49.03	0.05
122	REMX	50	2017-07-31	2017-08-31	18.62	19.92	3.49
123	CWB	50	2017-08-31	2017-09-29	49.03	49.08	0.05
124	REMX	50	2017-08-31	2017-09-29	19.92	22.06	5.38
125	CWB	50	2017-09-29	2017-10-31	49.08	49.91	0.84
126	REMX	50	2017-09-29	2017-10-31	22.06	23.17	2.50
127	CWB	50	2017-10-31	2017-11-30	49.91	49.86	-0.05
128	REMX	50	2017-10-31	2017-11-30	23.17	24.35	2.56
129	HYLD	50	2017-11-30	2017-12-29	33.57	33.78	0.32
130	REMX	50	2017-11-30	2017-12-29	24.35	26.50	4.42
131	EDV	50	2017-12-29	2018-01-31	117.44	112.42	-2.14
132	REMX	50	2017-12-29	2018-01-31	26.50	26.88	0.71
133	CWB	50	2018-01-31	2018-02-28	52.20	50.95	-1.19
134	KOL	50	2018-01-31	2018-02-28	16.86	16.04	-2.45
135	HYLD	50	2018-02-28	2018-03-29	34.46	34.85	0.57
136	SLX	50	2018-02-28	2018-03-29	46.94	43.68	-3.47
137	CUT	50	2018-03-29	2018-04-30	32.72	33.10	0.58
138	HYLD	50	2018-03-29	2018-04-30	34.85	35.21	0.51
139	HYLD	50	2018-04-30	2018-05-31	35.21	35.30	0.13
140	NLR	50	2018-04-30	2018-05-31	49.29	48.38	-0.93
141	CWB	50	2018-05-31	2018-06-29	52.80	52.62	-0.17
142	IXC	50	2018-05-31	2018-06-29	36.98	37.38	0.54
143	CWB	50	2018-06-29	2018-07-31	52.62	52.89	0.26
144	IXC	50	2018-06-29	2018-07-31	37.38	37.91	0.71
145	CWB	50	2018-07-31	2018-08-31	52.89	54.14	1.18
146	IXJ	50	2018-07-31	2018-08-31	60.01	61.65	1.37
147	EDV	50	2018-08-31	2018-09-28	112.30	107.70	-2.05
148	IXJ	50	2018-08-31	2018-09-28	61.65	62.98	1.08
149	IXJ	50	2018-09-28	2018-10-31	62.98	59.03	-3.14
150	JNK	50	2018-09-28	2018-10-31	35.88	35.16	-1.00
151	AGG	100	2018-10-31	2018-11-30	104.59	104.88	0.28
152	AGG	50	2018-11-30	2018-12-31	104.88	106.49	0.77
153	IXJ	50	2018-11-30	2018-12-31	62.40	56.65	-4.61
154	AGG	50	2018-12-31	2019-01-31	106.49	107.46	0.46
155	EDV	50	2018-12-31	2019-01-31	113.46	113.66	0.09
156	EDV	50	2019-01-31	2019-02-28	113.66	111.65	-0.88
157	FAN	50	2019-01-31	2019-02-28	12.83	12.99	0.62
158	EDV	50	2019-02-28	2019-03-29	111.65	119.17	3.37
159	IGF	50	2019-02-28	2019-03-29	43.87	44.82	1.08

תיאור האסטרטגיה

להשלים

תעודות סל

AGG – iShares Barclays Aggregate Bond Fund
BOND – PIMCO ETF Trust
CUT – Claymore/Clear Global Timber Index (ETF)
CWB – SPDR Barclays Capital Convertible SecETF
EDV – Vanguard Extended Duration ETF
EXI – iShares S&P Global Industrials Sec(ETF)
FAN – First Trust Global Wind Energy (ETF)
GEX – Market Vectors Glbl Alter. Engy ETF Trst
GNR – SPDR Index Shares Fund
GURU – Global X Funds
HYLD – Advisorshares Trust
IGF – iShares S&P Global Infrastructure Index
IXC – iShares S&P Global Energy Sector (ETF)
IXG – iShares S&P Global Financials Sect.(ETF)
IXJ – iShares S&P Global Healthcare Sect.(ETF)
IXN – iShares S&P Global Technology Sect.(ETF)
IXP – iShares S&P Global Telecommunicat. (ETF)
JNK – SPDR Barclays Capital High Yield Bnd ETF
KOL – Market Vectors-Coal ETF
KXI – iShares S&P Global Consumer Staple(ETF)
LIT – Global X Funds
MOO – Market Vectors Agribusiness (ETF)
NLR – Market Vectors Nuclear Energy (ETF)
PIO – PowerShares Global Water Portfolio (ETF)
PKW – PowerShare Buyback Achievers Fund (ETF)
REMX – Market Vectors Rare Earth Strat Met ETF
RWX – SPDR Dow Jones Interntnl Real Estate ETF
RXI – iShares S&P Global Consumer Dis Sec(ETF)
SEA – The Guggenheim Shipping ETF
SHY – iShares Barclays 1-3 Year Treasry Bnd Fd
SLX – Market Vectors Steel (ETF)
SOIL – Global X Funds
TAN – Guggenheim Solar ETF
TLH – iShares Lehman 10-20 Yr Tresry Bond(ETF)
TLT – iShares Barclays 20+ Yr Treas.Bond (ETF)