היהלום

נתונים עדכניים
פירוט האסטרטגיה
ביצועים היסטורים

תשואה חודשית

אלוקציה עדכנית

	ACWI	AGG	SHY	SPY
2023-04-28	0	0	0	1

גרף ביצועים מתחילת השנה

גרף התשואה מתחילת השנה מול אינדקס ההשוואה

ביצועי תעודות הסל

finviz dynamic chart for AGG

finviz dynamic chart for ACWI

finviz dynamic chart for SHY

רשימת ה- Trades

Trade List
	symbol	weight	entry.date	exit.date	entry.price	exit.price	return
1	AGG	100	2008-03-28	2008-03-31	67.49	67.39	-0.16
2	AGG	100	2008-03-31	2008-04-30	67.39	67.61	0.33
3	AGG	100	2008-04-30	2008-05-30	67.61	66.76	-1.26
4	AGG	100	2008-05-30	2008-06-30	66.76	66.63	-0.19
5	AGG	100	2008-06-30	2008-07-31	66.63	66.89	0.39
6	AGG	100	2008-07-31	2008-08-29	66.89	67.39	0.74
7	AGG	100	2008-08-29	2008-09-30	67.39	66.20	-1.76
8	AGG	100	2008-09-30	2008-10-31	66.20	64.70	-2.28
9	AGG	100	2008-10-31	2008-11-28	64.70	66.66	3.03
10	AGG	100	2008-11-28	2008-12-31	66.66	71.09	6.65
11	AGG	100	2008-12-31	2009-01-30	71.09	69.68	-1.99
12	AGG	100	2009-01-30	2009-02-27	69.68	68.94	-1.05
13	AGG	100	2009-02-27	2009-03-31	68.94	69.70	1.10
14	AGG	100	2009-03-31	2009-04-30	69.70	70.06	0.52
15	AGG	100	2009-04-30	2009-05-29	70.06	70.56	0.71
16	AGG	100	2009-05-29	2009-06-30	70.56	70.86	0.42
17	AGG	100	2009-06-30	2009-07-31	70.86	71.76	1.27
18	AGG	100	2009-07-31	2009-08-31	71.76	72.64	1.22
19	AGG	100	2009-08-31	2009-09-30	72.64	73.50	1.19
20	AGG	100	2009-09-30	2009-10-30	73.50	73.66	0.22
21	ACWI	100	2009-10-30	2009-11-30	30.56	32.20	5.40
22	ACWI	100	2009-11-30	2009-12-31	32.20	32.81	1.87
23	ACWI	100	2009-12-31	2010-01-29	32.81	31.07	-5.30
24	ACWI	100	2010-01-29	2010-02-26	31.07	31.74	2.17
25	ACWI	100	2010-02-26	2010-03-31	31.74	33.75	6.33
26	ACWI	100	2010-03-31	2010-04-30	33.75	33.68	-0.23
27	SPY	100	2010-04-30	2010-05-28	92.69	85.33	-7.95
28	SPY	100	2010-05-28	2010-06-30	85.33	80.91	-5.17
29	SPY	100	2010-06-30	2010-07-30	80.91	86.44	6.83
30	SPY	100	2010-07-30	2010-08-31	86.44	82.55	-4.50
31	SPY	100	2010-08-31	2010-09-30	82.55	89.94	8.96
32	SPY	100	2010-09-30	2010-10-29	89.94	93.38	3.82
33	SPY	100	2010-10-29	2010-12-31	93.38	99.62	6.68
34	SPY	100	2010-12-31	2011-01-31	99.62	101.94	2.33
35	SPY	100	2011-01-31	2011-02-28	101.94	105.48	3.47
36	SPY	100	2011-02-28	2011-03-31	105.48	105.49	0.01
37	SPY	100	2011-03-31	2011-04-29	105.49	108.55	2.90
38	ACWI	100	2011-04-29	2011-05-31	40.06	39.28	-1.95
39	ACWI	100	2011-05-31	2011-06-30	39.28	38.59	-1.75
40	SPY	100	2011-06-30	2011-07-29	105.52	103.41	-2.00
41	SPY	100	2011-07-29	2011-08-31	103.41	97.72	-5.50
42	SPY	100	2011-08-31	2011-09-30	97.72	90.94	-6.94
43	AGG	100	2011-09-30	2011-10-31	82.91	83.01	0.13
44	SPY	100	2011-10-31	2011-11-30	100.86	100.45	-0.41
45	SPY	100	2011-11-30	2011-12-30	100.45	101.50	1.04
46	SPY	100	2011-12-30	2012-01-31	101.50	106.21	4.64
47	SPY	100	2012-01-31	2012-02-29	106.21	110.82	4.34
48	SPY	100	2012-02-29	2012-03-30	110.82	114.38	3.22
49	SPY	100	2012-03-30	2012-04-30	114.38	113.62	-0.67
50	SPY	100	2012-04-30	2012-05-31	113.62	106.79	-6.01
51	SPY	100	2012-05-31	2012-06-29	106.79	111.12	4.05
52	SPY	100	2012-06-29	2012-07-31	111.12	112.44	1.18
53	SPY	100	2012-07-31	2012-08-31	112.44	115.25	2.51
54	SPY	100	2012-08-31	2012-09-28	115.25	118.18	2.54
55	SPY	100	2012-09-28	2012-10-31	118.18	116.02	-1.82
56	SPY	100	2012-10-31	2012-11-30	116.02	116.68	0.57
57	SPY	100	2012-11-30	2012-12-31	116.68	117.73	0.90
58	ACWI	100	2012-12-31	2013-01-31	39.81	41.31	3.76
59	SPY	100	2013-01-31	2013-02-28	123.76	125.34	1.28
60	SPY	100	2013-02-28	2013-03-28	125.34	130.10	3.80
61	SPY	100	2013-03-28	2013-04-30	130.10	132.60	1.92
62	SPY	100	2013-04-30	2013-05-31	132.60	135.73	2.36
63	SPY	100	2013-05-31	2013-06-28	135.73	133.91	-1.34
64	SPY	100	2013-06-28	2013-07-31	133.91	140.83	5.17
65	SPY	100	2013-07-31	2013-08-30	140.83	136.61	-3.00
66	SPY	100	2013-08-30	2013-09-30	136.61	140.94	3.17
67	SPY	100	2013-09-30	2013-10-31	140.94	147.46	4.63
68	SPY	100	2013-10-31	2013-11-29	147.46	151.83	2.96
69	SPY	100	2013-11-29	2013-12-31	151.83	155.77	2.59
70	SPY	100	2013-12-31	2014-01-31	155.77	150.28	-3.52
71	SPY	100	2014-01-31	2014-02-28	150.28	157.12	4.55
72	SPY	100	2014-02-28	2014-03-31	157.12	158.42	0.83
73	SPY	100	2014-03-31	2014-04-30	158.42	159.52	0.70
74	SPY	100	2014-04-30	2014-05-30	159.52	163.22	2.32
75	SPY	100	2014-05-30	2014-06-30	163.22	166.59	2.06
76	SPY	100	2014-06-30	2014-07-31	166.59	164.35	-1.34
77	SPY	100	2014-07-31	2014-08-29	164.35	170.84	3.95
78	SPY	100	2014-08-29	2014-09-30	170.84	168.48	-1.38
79	SPY	100	2014-09-30	2014-10-31	168.48	172.45	2.36
80	SPY	100	2014-10-31	2014-11-28	172.45	177.19	2.75
81	SPY	100	2014-11-28	2014-12-31	177.19	176.74	-0.26
82	SPY	100	2014-12-31	2015-01-30	176.74	171.50	-2.96
83	SPY	100	2015-01-30	2015-02-27	171.50	181.14	5.62
84	SPY	100	2015-02-27	2015-03-31	181.14	178.29	-1.57
85	SPY	100	2015-03-31	2015-04-30	178.29	180.04	0.98
86	SPY	100	2015-04-30	2015-05-29	180.04	182.35	1.29
87	SPY	100	2015-05-29	2015-06-30	182.35	178.69	-2.01
88	SPY	100	2015-06-30	2015-07-31	178.69	182.65	2.21
89	SPY	100	2015-07-31	2015-08-31	182.65	171.44	-6.13
90	AGG	100	2015-08-31	2015-09-30	90.57	91.31	0.81
91	AGG	100	2015-09-30	2015-10-30	91.31	91.37	0.07
92	SPY	100	2015-10-30	2015-11-30	181.41	182.08	0.37
93	SPY	100	2015-11-30	2015-12-31	182.08	178.95	-1.72
94	SPY	100	2015-12-31	2016-01-29	178.95	170.04	-4.98
95	AGG	100	2016-01-29	2016-02-29	91.97	92.78	0.89
96	AGG	100	2016-02-29	2016-03-31	92.78	93.59	0.87
97	SPY	100	2016-03-31	2016-04-29	181.32	182.04	0.39
98	SPY	100	2016-04-29	2016-05-31	182.04	185.13	1.70
99	SPY	100	2016-05-31	2016-06-30	185.13	185.78	0.35
100	SPY	100	2016-06-30	2016-07-29	185.78	192.56	3.65
101	SPY	100	2016-07-29	2016-08-31	192.56	192.79	0.12
102	SPY	100	2016-08-31	2016-09-30	192.79	192.80	0.01
103	SPY	100	2016-09-30	2016-10-31	192.80	189.46	-1.73
104	SPY	100	2016-10-31	2016-11-30	189.46	196.44	3.68
105	SPY	100	2016-11-30	2016-12-30	196.44	200.42	2.03
106	SPY	100	2016-12-30	2017-01-31	200.42	204.01	1.79
107	SPY	100	2017-01-31	2017-02-28	204.01	212.03	3.93
108	SPY	100	2017-02-28	2017-03-31	212.03	212.29	0.13
109	SPY	100	2017-03-31	2017-04-28	212.29	214.40	0.99
110	SPY	100	2017-04-28	2017-05-31	214.40	217.43	1.41
111	ACWI	100	2017-05-31	2017-06-30	59.52	59.99	0.80
112	ACWI	100	2017-06-30	2017-07-31	59.99	61.63	2.73
113	ACWI	100	2017-07-31	2017-08-31	61.63	61.88	0.40
114	ACWI	100	2017-08-31	2017-09-29	61.88	63.04	1.88
115	ACWI	100	2017-09-29	2017-10-31	63.04	64.40	2.15
116	ACWI	100	2017-10-31	2017-11-30	64.40	65.70	2.02
117	ACWI	100	2017-11-30	2017-12-29	65.70	66.65	1.45
118	ACWI	100	2017-12-29	2018-01-31	66.65	70.45	5.70
119	ACWI	100	2018-01-31	2018-02-28	70.45	67.30	-4.48
120	ACWI	100	2018-02-28	2018-03-29	67.30	66.29	-1.50
121	ACWI	100	2018-03-29	2018-04-30	66.29	66.56	0.40
122	ACWI	100	2018-04-30	2018-05-31	66.56	66.88	0.47
123	SPY	100	2018-05-31	2018-06-29	248.64	250.07	0.58
124	SPY	100	2018-06-29	2018-07-31	250.07	259.33	3.70
125	SPY	100	2018-07-31	2018-08-31	259.33	267.61	3.19
126	SPY	100	2018-08-31	2018-09-28	267.61	269.20	0.59
127	SPY	100	2018-09-28	2018-10-31	269.20	250.60	-6.91
128	SPY	100	2018-10-31	2018-11-30	250.60	255.25	1.85
129	SPY	100	2018-11-30	2018-12-31	255.25	232.80	-8.79
130	AGG	100	2018-12-31	2019-01-31	96.43	97.31	0.91
131	AGG	100	2019-01-31	2019-02-28	97.31	97.20	-0.11
132	SPY	100	2019-02-28	2019-03-29	259.59	264.29	1.81
133	SPY	100	2019-03-29	2019-04-30	264.29	275.08	4.09
134	SPY	100	2019-04-30	2019-05-31	275.08	257.54	-6.38
135	AGG	100	2019-05-31	2019-06-28	100.96	102.07	1.10
136	SPY	100	2019-06-28	2019-07-31	275.46	279.63	1.51
137	SPY	100	2019-07-31	2019-08-30	279.63	274.95	-1.67
138	AGG	100	2019-08-30	2019-09-30	105.10	104.45	-0.61
139	AGG	100	2019-09-30	2019-10-31	104.45	104.67	0.21
140	SPY	100	2019-10-31	2019-11-29	286.50	296.87	3.62
141	SPY	100	2019-11-29	2019-12-31	296.87	305.49	2.90
142	SPY	100	2019-12-31	2020-01-31	305.49	305.36	-0.04
143	SPY	100	2020-01-31	2020-02-28	305.36	281.19	-7.92
144	SPY	100	2020-02-28	2020-03-31	281.19	246.14	-12.46
145	AGG	100	2020-03-31	2020-04-30	107.83	109.68	1.72
146	AGG	100	2020-04-30	2020-05-29	109.68	110.42	0.67
147	SPY	100	2020-05-29	2020-06-30	290.61	295.78	1.78
148	SPY	100	2020-06-30	2020-07-31	295.78	313.19	5.89
149	SPY	100	2020-07-31	2020-08-31	313.19	335.05	6.98
150	SPY	100	2020-08-31	2020-09-30	335.05	322.52	-3.74
151	SPY	100	2020-09-30	2020-10-30	322.52	314.48	-2.49
152	SPY	100	2020-10-30	2020-11-30	314.48	348.69	10.88
153	SPY	100	2020-11-30	2020-12-31	348.69	361.62	3.71
154	SPY	100	2020-12-31	2021-01-29	361.62	357.93	-1.02
155	ACWI	100	2021-01-29	2021-02-26	88.86	90.90	2.29
156	SPY	100	2021-02-26	2021-03-31	367.88	384.59	4.54
157	SPY	100	2021-03-31	2021-04-30	384.59	404.93	5.29
158	ACWI	100	2021-04-30	2021-05-28	97.46	98.90	1.47
159	ACWI	100	2021-05-28	2021-06-30	98.90	100.14	1.26
160	SPY	100	2021-06-30	2021-07-30	416.75	426.93	2.44
161	SPY	100	2021-07-30	2021-08-31	426.93	439.63	2.98
162	SPY	100	2021-08-31	2021-09-30	439.63	419.16	-4.66
163	SPY	100	2021-09-30	2021-10-29	419.16	448.57	7.02
164	SPY	100	2021-10-29	2021-11-30	448.57	444.96	-0.80
165	SPY	100	2021-11-30	2021-12-31	444.96	465.56	4.63
166	SPY	100	2021-12-31	2022-01-31	465.56	441.00	-5.27
167	SPY	100	2022-01-31	2022-02-28	441.00	427.99	-2.95
168	SPY	100	2022-02-28	2022-03-31	427.99	444.06	3.76
169	SPY	100	2022-03-31	2022-04-29	444.06	405.09	-8.78
170	SPY	100	2022-04-29	2022-05-31	405.09	406.00	0.23
171	AGG	100	2023-03-31	2023-04-28	99.14	99.71	0.57

תיאור האסטרטגיה

להשלים

תעודות סל

AGG – iShares Barclays Aggregate Bond Fund
ACWI – iShares MSCI ACWI Index Fund
SHY – iShares Barclays 1-3 Year Treasry Bnd Fd
SPY – SPDR S&P 500 ETF Trust