EK US Inv (EFI-KFI)(17-APR-MAY-2023)
EK US Inv (EFI-KFI)(17-APR-MAY-2023)
[Notes on Allocations + Strategies for EFI/KFI]
[EFI][Strategy: DRPs]
// SOLD // OHI
Target Goals for MAY23:
EFI: +1.3K USD // Cash: 2.2K // Total Cash: 3.5K USD
// Alloc //
/ OARK: +1.75K / QYLD: +1.65K
// Target Divs //
/ OARK: +40+40=80/month / QYLD: +32+32=+64/month
// Current //
/ SVOL: +25/month
HYLD: +11/month [WATCH]
JEPI: +14/month [WATCH]
USOI: +13/month [WATCH]
SPHD: +6/month [WATCH]
[KFI][Strategy: NO DRPs]
// SOLD // OHI
Target Goals for MAY23:
KFI: +1.7K USD // Cash: 3.4K // Total Cash: 5.1K USD
// Alloc //
/ OARK: +1.75K / QYLD: +1.75K / Cash Holding: 1.6K
// Target Divs //
/ OARK: +37+37=74/month / QYLD: +17+17=+34/month
// Current //
/ SVOL: +25/month
HYLD: +10/month [WATCH]
JEPI: +8/month [WATCH]
USOI: +13/month [WATCH]
SPHD: +6/month [WATCH]
Target JUN23:
KFI: Cash Holding: 1.6K ==> OARK = +37/month = 37x3=111/month
JUN23 [PENDING]:
IRS Refund+Loan payment to receive = +2.5K
Alloc:
KFI: +1.75K ==> QYLD = +17/month = 17x3=51/month
Cash Rem: .75K [ADD +1K fr Chase?]
Realloc: OPEN
Edit: Exch 5K USD in JUL23
Notes: Realloc EFI/KFI: 3.5K / 1.75K
