DRPs (Full Participation)

Written By Nomad FI

// CHESS //

ANZ / RIO / BHP / NAB / AFI / RDV / IHD

// Link Market //

WBC / CBA / GEAR / SYI / DJRE

// KSuper //

ALL

Objective:

  • Assigned DRPs to the following Income + Income ETFs

  • Target Allocation of 7.5%-to-10% of 10K per fund

  • DRPs Target DY 6.5% + FC = DFC 9.5% annually

  • Add 2.5K of contributions to each fund x 12 = 30K

  • Target DY 6.5% = 700 x 12 = 8.4K annually

  • FC 3% = 300 x 12 = 3.6K annually (after tax filing)

  • Add 30K+3.6K = 33.6K / 12 = 2.8K per fund

Result:

  • DFC = 12K annually tax free

  • Add Contr of 30K tax free

Update Monthly:

  • Set Conditional Formatting of DCA Buys of -5%

  • Set Conditional Formatting of DCA Sells of 7.5%+ / Batch 2 of 5%

Update Annually:

  • Update Target % Allocations for each fund

  • Analyze price spreads / DFC targets vs actual in JUL

  • Reallocate funds to Property as needed based on Mortgage Interest Rate

Nomad FI
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