אסטרטגיות ההשקעה שלי

האצן


תשואה חודשית

אלוקציה עדכנית

EDVMDYSHYZIV
2023-04-280010

גרף ביצועים מתחילת השנה

גרף התשואה מתחילת השנה מול אינדקס ההשוואה

ביצועי תעודות הסל

רשימת ה- Trades

Trade List
symbolweightentry.dateexit.dateentry.priceexit.pricereturn
1SHY1002010-11-302011-03-3175.2074.98-0.28
2ZIV1002011-03-312011-04-2915.4016.879.51
3SHY1002011-04-292011-06-3075.3875.660.36
4ZIV1002011-06-302011-07-2917.0517.291.41
5EDV1002011-07-292011-10-3152.9571.1934.44
6SHY1002011-10-312011-11-3076.0876.120.05
7EDV1002011-11-302011-12-3073.6577.695.48
8ZIV1002011-12-302012-01-3112.4613.699.86
9EDV1002012-01-312012-02-2976.5073.99-3.28
10ZIV1002012-02-292012-05-3113.5014.326.07
11EDV1002012-05-312012-08-3184.1284.800.82
12ZIV1002012-08-312013-04-3016.8932.0589.76
13SHY1002013-04-302013-05-3176.5076.40-0.13
14MDY1002013-05-312013-08-30189.66190.030.19
15ZIV1002013-08-302013-10-3130.5834.0911.48
16SHY1002013-10-312013-11-2976.6076.670.09
17ZIV1002013-11-292014-02-2835.7938.016.20
18EDV1002014-02-282014-04-3070.1773.624.91
19ZIV1002014-04-302014-06-3040.5646.5114.67
20SHY1002014-06-302014-07-3176.7976.70-0.11
21ZIV1002014-07-312014-09-3045.9743.97-4.35
22EDV1002014-09-302014-12-3180.5292.2014.51
23SHY1002014-12-312015-01-3076.8777.360.63
24EDV1002015-01-302015-04-30105.3491.67-12.98
25ZIV1002015-04-302015-08-3143.9538.58-12.22
26EDV1002015-08-312015-10-3088.1189.711.81
27SHY1002015-10-302015-11-3077.5277.32-0.26
28ZIV1002015-11-302016-01-2942.5537.17-12.64
29EDV1002016-01-292016-04-2995.1397.732.73
30MDY1002016-04-292016-05-31242.59248.032.25
31ZIV1002016-05-312016-06-3041.1238.72-5.85
32EDV1002016-06-302016-07-29108.33111.963.35
33SHY1002016-07-292016-09-3078.2778.19-0.10
34ZIV1002016-09-302016-10-3143.6344.461.90
35SHY1002016-10-312016-11-3078.1577.78-0.47
36ZIV1002016-11-302016-12-3046.2646.540.61
37MDY1002016-12-302017-01-31278.37282.961.65
38ZIV1002017-01-312017-06-3052.9370.2632.74
39SHY1002017-06-302017-08-3178.1478.440.39
40ZIV1002017-08-312017-12-2972.1388.6522.90
41SHY1002017-12-292018-01-3178.0477.82-0.29
42ZIV1002018-01-312018-02-2887.4768.50-21.69
43MDY1002018-02-282018-03-29316.96320.050.97
44SHY1002018-03-292018-05-3177.9378.020.12
45ZIV1002018-05-312018-07-3172.8376.675.27
46SHY1002018-07-312018-08-3178.0178.280.35
47MDY1002018-08-312018-09-28349.83346.09-1.07
48ZIV1002018-09-282018-10-3180.2366.01-17.72
49SHY1002018-10-312018-12-3178.2979.181.14
50EDV1002018-12-312019-02-2898.1896.62-1.60
51ZIV1002019-02-282019-04-3074.8775.450.77
52SHY1002019-04-302019-05-3180.0980.670.72
53EDV1002019-05-312019-11-29110.57122.0910.42
54MDY1002019-11-292019-12-31350.38360.122.78
55ZIV1002019-12-312020-01-3171.8972.060.24
56EDV1002020-01-312020-06-30128.55149.5816.36
57MDY1002020-06-302021-04-30313.88484.3654.31
58ZIV1002021-04-302021-07-3031.4031.30-0.32
59EDV1002021-07-302021-10-29135.06134.07-0.73
60ZIV1002021-10-292021-11-3033.3030.00-9.91
61EDV1002021-11-302021-12-31138.90135.12-2.72
62MDY1002021-12-312022-01-31509.19472.17-7.27
63SHY1002022-01-312022-11-3083.1680.40-3.33
64ZIV1002022-11-302022-12-3027.0026.49-1.89
65SHY1002022-12-302023-02-2880.4980.46-0.04
66ZIV1002023-02-282023-03-3135.7628.00-21.70
67EDV1002023-03-312023-04-2889.8790.010.16


תיאור האסטרטגיה


להשלים

תעודות סל

EDV – Vanguard Extended Duration ETF
MDY – SPDR S&P MidCap 400 ETF
SHY – iShares Barclays 1-3 Year Treasry Bnd Fd


סטטיסטיקת ביצועים

פירוט סטטיסטי של ה- Trades

גרף השוואתי

גרף מפורט

החזקות לאורך זמן


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