경제적자유/올웨더 포트폴리오20 20-06 코드 보유비중 매입금액 평가금액 평가손익률 BRK.B 3.85% $422.68 $357.66 -15.38% DBC 5.24% $573.76 $485.94 -15.31% DGRO 5.29% $489.58 $490.88 0.27% LTPZ 9.06% $738.80 $840.60 13.78% EBND 7.65% $747.03 $709.83 -4.98% EDV 23.13% $1,789.68 $2,146.95 19.96% VT 32.74% $3,092.95 $3,039.20 -1.74% GLDM 4.96% $401.84 $460.46 14.59% VCLT 8.09% $721.68 $750.89 4.05% Total $8,978.00 $9,282.41 3.39% 2020. 7. 4. 20-05 코드 보유비중 매입금액 평가금액 평가손익률 BRK.B 4.08% $422.68 $371.16 -12.19% DBC 5.05% $573.76 $459.42 -19.93% DGRO 5.39% $489.58 $490.23 0.13% LTPZ 9.06% $738.80 $824.00 11.53% EBND 7.78% $747.03 $707.13 -5.34% EDV 23.62% $1,789.68 $2,148.25 20.04% VT 32.07% $3,092.95 $2,916.80 -5.70% GLDM 4.94% $401.84 $449.02 11.74% VCLT 8.00% $721.68 $727.86 0.86% Total $8,978.00 $9,093.87 1.29% 2020. 5. 31. 20-04 코드 보유비중 매입금액 평가금액 평가손익률 BRK.B 4.14% $422.68 $365.34 -13.57% DBC 4.75% $573.76 $419.64 -26.86% DGRO 5.20% $489.58 $459.68 -6.11% LTPZ 9.40% $738.80 $830.80 12.45% EBND 7.61% $747.03 $672.57 -9.97% EDV 25.32% $1,789.68 $2,236.78 24.98% VT 30.56% $3,092.95 $2,700.40 -12.69% GLDM 4.99% $401.84 $440.96 9.74% VCLT 8.03% $721.68 $709.03 -1.75% Total $8,978.00 $8,835.20 -1.59% 2020. 5. 4. 20-03 코드 보유비중 매입금액 평가금액 평가손익률 BRK.B 4.26% $422.68 $356.68 -15.61% DBC 4.91% $539.54 $411.12 -23.80% DGRO 4.90% $489.58 $409.76 -16.30% LTPZ 10.89% $812.68 $910.80 12.07% EBND 7.10% $697.25 $594.25 -14.77% EDV 24.62% $1,615.32 $2,059.80 27.52% VT 30.21% $3,247.60 $2,527.98 -22.16% GLDM 5.23% $417.29 $437.67 4.88% VCLT 7.88% $721.68 $658.91 -8.70% Total $8,963.62 $8,366.97 -6.66% 2020. 4. 4. 20-02 코드 보유비중 매입금액 평가금액 평가손익률 BRK.B 4.58% $422.68 $412.68 -2.37% DBC 4.69% $482.84 $421.91 -12.62% DGRO 4.60% $427.96 $414.48 -3.15% LTPZ 10.57% $886.56 $951.60 7.34% EBND 7.51% $697.25 $676.00 -3.05% EDV 27.59% $2,153.76 $2,483.20 15.30% VT 27.12% $2,725.60 $2,441.01 -10.44% GLDM 5.07% $448.20 $456.46 1.84% VCLT 8.27% $721.68 $744.45 3.16% Total $8,966.53 $9,001.79 0.39% 2020. 2. 29. 20-01 코드 보유비중 매입금액 평가금액 평가손익률 BRK.B 5.08% $422.68 $448.86 6.19% DBC 4.62% $438.84 $408.24 -6.97% DGRO 5.16% $427.96 $455.84 6.51% LTPZ 10.47% $886.56 $925.56 4.40% EBND 7.49% $669.60 $662.16 -1.11% EDV 25.96% $2,153.76 $2,294.24 6.52% VT 28.87% $2,642.72 $2,551.36 -3.46% GLDM 5.19% $448.20 $459.07 2.43% VCLT 7.15% $616.32 $631.50 2.46% Total $8,706.64 $8,836.83 1.50% 올 웨더 포트폴리오를 검색하고, 여러 글들을 읽어보다가 김단테.. 2020. 2. 2. 19-12 코드 보유비중 평가금액 평가수익률 TLT 38.56% $1,808.56 2.91% IEI 16.17% $758.22 0.86% DGRO 9.85% $461.78 7.90% BRK.B 9.64% $452.36 7.02% IGSB 10.31% $483.57 0.77% IAU 7.89% $370.25 8.81% DBC 7.58% $355.52 3.22% Total - $4,690.26 2020. 1. 4. 19-11 코드 보유비중 평가금액 평가수익률 TLT 41.26% $1,825.46 3.87% IEI 14.28% $631.55 0.93% DGRO 10.26% $453.86 6.05% BRK.B 9.96% $440.60 4.24% IGSB 9.71% $429.52 0.77% IAU 7.27% $321.54 3.01% DBC 7.27% $321.51 -2.17% Total - $4,424.04 2019. 11. 30. 19-10 코드 보유비중 평가금액 평가수익률 TLT 39.51% $1,686.72 4.15% IEI 14.83% $633.05 1.17% DGRO 10.36% $442.42 3.38% BRK.B 10.11% $431.66 2.12% IGSB 10.05% $428.96 0.64% IAU 7.45% $318.12 6.72% DBC 7.68% $327.81 -0.25% Total - $4,268.74 2019. 11. 3. 19-09 코드 보유비중 평가금액 평가수익률 TLT 40.70% $1,712.76 5.76% IEI 15.06% $633.60 1.25% DGRO 10.19% $428.78 0.19% BRK.B 9.86% $414.90 -1.84% IGSB 10.20% $429.12 0.68% IAU 7.15% $300.72 5.95% DBC 6.86% $288.61 -3.22% Total $4,208.49 레이 달리오의 올웨더 포트폴리오를 참고한 포트폴리오입니다. 주식 30%를 버크셔(사실상 유사인덱스) 10%, 배당성장 ETF 10%, 단기회사채ETF 10%로 했습니다. 한달에 한번씩 리밸런싱을 할 계획이고 첫 시작은 약 $4,200으로 시작했습니다. 2019. 9. 28. 이전 1 2 다음
