אסטרטגיות ההשקעה שלי

לישון טוב בלילה


תשואה חודשית

אלוקציה עדכנית

AGGBONDCWBHYLDJNKSHYTLH
2023-04-280.5000000.5

גרף ביצועים מתחילת השנה

גרף התשואה מתחילת השנה מול אינדקס ההשוואה

ביצועי תעודות הסל

finviz dynamic chart for  BOND

finviz dynamic chart for  CWB

finviz dynamic chart for  HYLD

finviz dynamic chart for  JNK

finviz dynamic chart for  TLH

finviz dynamic chart for  SHY

רשימת ה- Trades

Trade List
symbolweightentry.dateexit.dateentry.priceexit.pricereturn
1SHY1002012-03-012012-03-3076.1076.05-0.06
2SHY1002012-03-302012-04-3076.0576.210.20
3SHY1002012-04-302012-05-3176.2176.250.06
4BOND502012-05-312012-06-2974.0074.510.34
5TLH502012-05-312012-06-29108.78107.71-0.49
6BOND502012-06-292012-07-3174.5175.910.94
7TLH502012-06-292012-07-31107.71110.011.07
8BOND502012-07-312012-08-3175.9176.330.27
9TLH502012-07-312012-08-31110.01109.45-0.26
10CWB502012-08-312012-09-2824.5125.181.36
11JNK502012-08-312012-09-2865.5266.000.37
12CWB502012-09-282012-10-3125.1825.240.11
13HYLD502012-09-282012-10-3122.1222.260.31
14CWB502012-10-312012-11-3025.2425.480.48
15HYLD502012-10-312012-11-3022.2622.280.06
16BOND502012-11-302012-12-3178.4978.48-0.01
17CWB502012-11-302012-12-3125.4826.101.21
18CWB502012-12-312013-01-3126.1026.871.48
19JNK502012-12-312013-01-3168.3068.490.14
20CWB502013-01-312013-02-2826.8727.010.27
21HYLD502013-01-312013-02-2823.1123.330.49
22CWB502013-02-282013-03-2827.0127.631.15
23HYLD502013-02-282013-03-2823.3323.640.66
24CWB502013-03-282013-04-3027.6328.100.86
25HYLD502013-03-282013-04-3023.6424.050.87
26CWB502013-04-302013-05-3128.1028.681.03
27TLH502013-04-302013-05-31109.74104.97-2.17
28CWB502013-05-312013-06-2828.6828.03-1.13
29HYLD502013-05-312013-06-2823.8623.48-0.81
30CWB502013-06-282013-07-3128.0329.322.30
31HYLD502013-06-282013-07-3123.4824.251.65
32CWB502013-07-312013-08-3029.3229.09-0.40
33HYLD502013-07-312013-08-3024.2524.330.16
34CWB502013-08-302013-09-3029.0929.901.40
35HYLD502013-08-302013-09-3024.3324.660.69
36CWB502013-09-302013-10-3129.9030.731.39
37HYLD502013-09-302013-10-3124.6625.130.94
38CWB502013-10-312013-11-2930.7331.040.50
39HYLD502013-10-312013-11-2925.1325.12-0.02
40CWB502013-11-292013-12-3131.0431.450.66
41JNK502013-11-292013-12-3171.9372.310.26
42CWB502013-12-312014-01-3131.4531.820.60
43JNK502013-12-312014-01-3172.3172.720.28
44CWB502014-01-312014-02-2831.8233.312.34
45HYLD502014-01-312014-02-2825.6526.020.74
46CWB502014-02-282014-03-3133.3132.57-1.12
47JNK502014-02-282014-03-3174.4074.38-0.01
48HYLD502014-03-312014-04-3026.2326.460.43
49TLH502014-03-312014-04-30103.12104.290.57
50CWB502014-04-302014-05-3032.8133.551.13
51HYLD502014-04-302014-05-3026.4626.630.32
52BOND502014-05-302014-06-3080.7780.900.08
53TLH502014-05-302014-06-30106.76106.45-0.14
54CWB502014-06-302014-07-3134.2433.81-0.63
55TLH502014-06-302014-07-31106.45106.31-0.07
56CWB502014-07-312014-08-2933.8134.831.52
57TLH502014-07-312014-08-29106.31109.361.44
58CWB502014-08-292014-09-3034.8333.94-1.28
59TLH502014-08-292014-09-30109.36107.94-0.65
60BOND502014-09-302014-10-3181.2381.740.31
61TLH502014-09-302014-10-31107.94109.680.81
62AGG502014-10-312014-11-2889.5290.270.42
63TLH502014-10-312014-11-28109.68111.210.70
64BOND502014-11-282014-12-3182.6382.62-0.01
65TLH502014-11-282014-12-31111.21112.790.71
66BOND502014-12-312015-01-3082.6285.371.67
67TLH502014-12-312015-01-30112.79118.382.47
68BOND502015-01-302015-02-2785.3784.66-0.42
69TLH502015-01-302015-02-27118.38114.97-1.44
70BOND502015-02-272015-03-3184.6685.260.36
71TLH502015-02-272015-03-31114.97116.020.46
72BOND502015-03-312015-04-3085.2684.49-0.45
73TLH502015-03-312015-04-30116.02114.74-0.55
74CWB502015-04-302015-05-2935.1435.800.94
75HYLD502015-04-302015-05-2922.8022.78-0.06
76CWB502015-05-292015-06-3035.8034.68-1.56
77JNK502015-05-292015-06-3075.8274.27-1.03
78CWB502015-06-302015-07-3134.6834.52-0.23
79HYLD502015-06-302015-07-3122.4821.94-1.19
80BOND502015-07-312015-08-3184.0183.74-0.16
81TLH502015-07-312015-08-31114.67114.06-0.27
82AGG502015-08-312015-09-3090.5791.310.41
83TLH502015-08-312015-09-30114.06116.150.92
84AGG502015-09-302015-10-3091.3191.370.03
85TLH502015-09-302015-10-30116.15115.24-0.39
86AGG502015-10-302015-11-3091.3791.01-0.19
87TLH502015-10-302015-11-30115.24114.79-0.20
88CWB502015-11-302015-12-3134.0533.59-0.68
89TLH502015-11-302015-12-31114.79114.37-0.18
90BOND502015-12-312016-01-2983.6384.240.37
91CWB502015-12-312016-01-2933.5931.81-2.66
92AGG502016-01-292016-02-2991.9792.780.44
93TLH502016-01-292016-02-29118.61120.810.93
94AGG502016-02-292016-03-3192.7893.590.44
95TLH502016-02-292016-03-31120.81120.970.07
96AGG502016-03-312016-04-2993.5993.830.13
97TLH502016-03-312016-04-29120.97120.51-0.19
98CWB502016-04-292016-05-3134.0634.340.42
99JNK502016-04-292016-05-3171.8772.100.16
100CWB502016-05-312016-06-3034.3434.530.27
101HYLD502016-05-312016-06-3020.1620.410.64
102HYLD502016-06-302016-07-2920.4120.911.22
103JNK502016-06-302016-07-2973.4374.580.78
104CWB502016-07-292016-08-3136.0736.460.54
105HYLD502016-07-292016-08-3120.9121.371.09
106CWB502016-08-312016-09-3036.4636.900.60
107HYLD502016-08-312016-09-3021.3721.450.20
108CWB502016-09-302016-10-3136.9036.49-0.55
109HYLD502016-09-302016-10-3121.4521.510.14
110HYLD502016-10-312016-11-3021.5121.610.23
111JNK502016-10-312016-11-3076.1676.260.06
112CWB502016-11-302016-12-3036.6737.140.63
113HYLD502016-11-302016-12-3021.6122.331.66
114HYLD502016-12-302017-01-3122.3322.740.93
115JNK502016-12-302017-01-3177.7378.710.63
116CWB502017-01-312017-02-2838.2038.991.03
117HYLD502017-01-312017-02-2822.7423.100.77
118HYLD502017-02-282017-03-3123.1022.67-0.92
119JNK502017-02-282017-03-3179.7479.50-0.15
120CWB502017-03-312017-04-2839.3239.990.85
121JNK502017-03-312017-04-2879.5080.320.52
122CWB502017-04-282017-05-3139.9940.350.45
123TLH502017-04-282017-05-31118.47119.580.47
124CWB502017-05-312017-06-3040.3540.880.66
125TLH502017-05-312017-06-30119.58119.22-0.15
126CWB502017-06-302017-07-3140.8842.121.51
127HYLD502017-06-302017-07-3123.2823.510.48
128CWB502017-07-312017-08-3142.1242.220.13
129HYLD502017-07-312017-08-3123.5123.540.07
130BOND502017-08-312017-09-2990.0489.73-0.17
131CWB502017-08-312017-09-2942.2242.430.25
132CWB502017-09-292017-10-3142.4343.150.84
133HYLD502017-09-292017-10-3123.7824.010.48
134CWB502017-10-312017-11-3043.1543.11-0.05
135HYLD502017-10-312017-11-3024.0124.180.34
136CWB502017-11-302017-12-2943.1142.97-0.17
137HYLD502017-11-302017-12-2924.1824.330.31
138CWB502017-12-292018-01-3142.9745.132.52
139HYLD502017-12-292018-01-3124.3324.851.07
140CWB502018-01-312018-02-2845.1344.05-1.19
141HYLD502018-01-312018-02-2824.8524.82-0.06
142CWB502018-02-282018-03-2944.0544.050.00
143HYLD502018-02-282018-03-2924.8225.100.57
144CWB502018-03-292018-04-3044.0543.98-0.08
145HYLD502018-03-292018-04-3025.1025.360.51
146HYLD502018-04-302018-05-3125.3625.430.13
147JNK502018-04-302018-05-3181.9281.72-0.12
148CWB502018-05-312018-06-2945.6545.49-0.17
149HYLD502018-05-312018-06-2925.4325.530.21
150CWB502018-06-292018-07-3145.4945.730.26
151HYLD502018-06-292018-07-3125.5325.820.56
152CWB502018-07-312018-08-3145.7346.811.18
153HYLD502018-07-312018-08-3125.8225.930.22
154HYLD502018-08-312018-09-2825.9326.060.24
155JNK502018-08-312018-09-2883.7484.260.31
156CWB502018-09-282018-10-3146.5243.44-3.32
157JNK502018-09-282018-10-3184.2682.58-1.00
158BOND502018-10-312018-11-3088.4388.690.15
159HYLD502018-10-312018-11-3025.7325.17-1.08
160AGG502018-11-302018-12-3194.5696.430.99
161BOND502018-11-302018-12-3188.6990.090.79
162AGG502018-12-312019-01-3196.4397.310.46
163TLH502018-12-312019-01-31120.65121.180.22
164CWB502019-01-312019-02-2845.4947.101.76
165TLH502019-01-312019-02-28121.18120.21-0.40
166CWB502019-02-282019-03-2947.1047.190.09
167JNK502019-02-282019-03-2985.4686.550.64
168CWB502019-03-292019-04-3047.1948.431.32
169JNK502019-03-292019-04-3086.5587.680.65
170CWB502019-04-302019-05-3148.4345.81-2.71
171JNK502019-04-302019-05-3187.6885.94-0.99
172AGG502019-05-312019-06-28100.96102.070.55
173TLH502019-05-312019-06-28129.12130.660.60
174AGG502019-06-282019-07-31102.07102.250.09
175TLH502019-06-282019-07-31130.66131.060.15
176AGG502019-07-312019-08-30102.25105.101.39
177TLH502019-07-312019-08-30131.06139.773.32
178CWB502019-08-302019-09-3048.0147.86-0.15
179TLH502019-08-302019-09-30139.77137.25-0.90
180AGG502019-09-302019-10-31104.45104.670.10
181TLH502019-09-302019-10-31137.25136.58-0.25
182AGG502019-10-312019-11-29104.67104.64-0.02
183TLH502019-10-312019-11-29136.58135.53-0.38
184CWB502019-11-292019-12-3150.0951.551.46
185JNK502019-11-292019-12-3190.1691.971.00
186CWB502019-12-312020-01-3151.5553.171.57
187JNK502019-12-312020-01-3191.9791.55-0.23
188BOND502020-01-312020-02-2899.74101.250.76
189CWB502020-01-312020-02-2853.1751.31-1.75
190AGG502020-02-282020-03-31108.40107.83-0.26
191TLH502020-02-282020-03-31147.21155.522.82
192AGG502020-03-312020-04-30107.83109.680.86
193TLH502020-03-312020-04-30155.52156.230.23
194AGG502020-04-302020-05-29109.68110.420.34
195TLH502020-04-302020-05-29156.23155.56-0.22
196CWB502020-05-292020-06-3053.1656.693.32
197TLH502020-05-292020-06-30155.56155.840.09
198CWB502020-06-302020-07-3156.6960.913.72
199HYLD502020-06-302020-07-3123.8324.150.66
200CWB502020-07-312020-08-3160.9166.544.62
201HYLD502020-07-312020-08-3124.1524.661.07
202CWB502020-08-312020-09-3066.5464.82-1.29
203HYLD502020-08-312020-09-3024.6624.970.62
204CWB502020-09-302020-10-3064.8264.940.09
205HYLD502020-09-302020-10-3024.9725.280.62
206CWB502020-10-302020-11-3064.9473.826.84
207HYLD502020-10-302020-11-3025.2826.512.42
208CWB502020-11-302020-12-3173.8279.083.56
209HYLD502020-11-302020-12-3126.5126.930.81
210CWB502020-12-312021-01-2979.0880.801.09
211HYLD502020-12-312021-01-2926.9327.360.80
212CWB502021-01-292021-02-2680.8083.121.44
213HYLD502021-01-292021-02-2627.3627.490.23
214CWB502021-02-262021-03-3183.1279.76-2.02
215HYLD502021-02-262021-03-3127.4927.880.72
216CWB502021-03-312021-04-3079.7681.751.25
217HYLD502021-03-312021-04-3027.8828.040.28
218HYLD502021-04-302021-05-2828.0428.140.19
219JNK502021-04-302021-05-2897.8397.900.04
220HYLD502021-05-282021-06-3028.1428.410.48
221JNK502021-05-282021-06-3097.9099.190.66
222CWB502021-06-302021-07-3083.2682.37-0.54
223TLH502021-06-302021-07-30140.30144.971.67
224AGG502021-07-302021-08-31111.77111.55-0.10
225TLH502021-07-302021-08-31144.97144.66-0.11
226CWB502021-08-312021-09-3084.0182.19-1.09
227TLH502021-08-312021-09-30144.66140.96-1.28
228BOND502021-09-302021-10-29104.79104.53-0.12
229TLH502021-09-302021-10-29140.96141.870.32
230CWB502021-10-292021-11-3084.8180.96-2.27
231HYLD502021-10-292021-11-3028.5128.22-0.51
232AGG502021-11-302021-12-31110.82110.42-0.18
233TLH502021-11-302021-12-31144.95143.03-0.66
234JNK502021-12-312022-01-31100.3897.60-1.38
235TLH502021-12-312022-01-31143.03138.37-1.63
236BOND502022-01-312022-02-28102.48100.85-0.79
237JNK502022-01-312022-02-2897.6096.78-0.42
238AGG502022-02-282022-03-31106.97103.96-1.41
239JNK502022-02-282022-03-3196.7895.48-0.67
240AGG502022-03-312022-04-29103.96100.00-1.90
241JNK502022-03-312022-04-2995.4891.28-2.20
242CWB502022-04-292022-05-3169.3367.23-1.52
243HYLD502022-04-292022-05-3125.7725.790.03
244HYLD502022-05-312022-06-3025.7924.98-1.56
245JNK502022-05-312022-06-3092.6285.56-3.81
246AGG502022-06-302022-07-2999.20101.721.27
247HYLD502022-06-302022-07-2924.9825.992.00
248AGG502022-07-292022-08-31101.7298.62-1.52
249HYLD502022-07-292022-08-3125.9925.66-0.62
250CWB502022-08-312022-09-3066.8062.30-3.37
251HYLD502022-08-312022-09-3025.6624.49-2.29
252CWB502022-09-302022-10-3162.3064.151.49
253JNK502022-09-302022-10-3184.1186.681.53
254CWB502022-10-312022-11-3064.1565.741.24
255HYLD502022-10-312022-11-3024.7625.681.87
256HYLD502022-11-302022-12-3025.6825.13-1.08
257JNK502022-11-302022-12-3089.8188.13-0.94
258CWB502022-12-302023-01-3163.9867.833.01
259JNK502022-12-302023-01-3188.1391.682.02
260BOND502023-01-312023-02-2892.7390.60-1.15
261TLH502023-01-312023-02-28113.54108.25-2.33
262CWB502023-02-282023-03-3166.7466.910.13
263HYLD502023-02-282023-03-3126.1326.02-0.20
264CWB502023-03-312023-04-2866.9165.98-0.69
265TLH502023-03-312023-04-28113.83114.290.20


תיאור האסטרטגיה


להשלים

תעודות סל

AGG – iShares Barclays Aggregate Bond Fund
BOND – PIMCO ETF Trust
CWB – SPDR Barclays Capital Convertible SecETF
HYLD – Advisorshares Trust
JNK – SPDR Barclays Capital High Yield Bnd ETF
SHY – iShares Barclays 1-3 Year Treasry Bnd Fd
TLH – iShares Lehman 10-20 Yr Tresry Bond(ETF)


סטטיסטיקת ביצועים

פירוט סטטיסטי של ה- Trades

גרף השוואתי

גרף מפורט

החזקות לאורך זמן


Categories: