DCA Buy/Sell

// When to DCA Buy //

  • When fund goes -15% from 52WH

  • When fund goes -5% from LPP

  • When fund goes ex-dividend

// When to DCA Sell //

  • When fund goes 8% above LPP

  • When fund needs to be derisked based on allocation % every quarter

  • When fund decreases their dividend distributions

  • When fund no longer meets our objectives

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Our Relocation Journey

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SEP23->OCT23 Updates