EFI-DCA [SELL]

Updated as of 16-MAR-25

Fund / Qty / TSP / TMV [Core 3]

RIO / 50 / 123 / 6.15K

BHP / 60 / 41 / 2.45K

BHP / 57 / 42 / 2.4K [117/4.85K=41.50]

NAB / 75 / 35 / 2.6K

NAB / 75 / 36 / 2.7K [150/5.3K=35.33]

NAB / 75 / 36.85 / 2.75K

NAB / 75 / 37.75 / 2.85K [ 150/5.6K=37.33]

Est. TMV = 21.9K / Est. PMV = 20.8K

ING Offset = Extra/(Under) -21,150

MI % 6.29% // MI Savings -1,330

Target PMV: +1.1K

[OPEN Income]

BHP / 120 / PMV: 5.3K

BHP / 163 / PMV: 7.5K

[OPEN ETFs]

GEAR / 85 / PMV: 2.35K

CRYP / 400 / PMV: 2.15K

OPEN Income PMV: 12.8K

OPEN ETFs PMV: 4.5K

Total OPEN PMV: 17.3K

Previous
Previous

Asset Allocation

Next
Next

Stock Price Tracker Feed (MAR25)