EKSuper DCA (AI)
Notes:
Updated MQty for EKSuper for DCA
Only updated for Funds with Tar%
Funds excluding Tar% will be DCA based on trigger prices and volatility
ESuper MQty is 60% of KSuper (subject to change qty at purchase)
Will perform assessment quarterly effective DEC25, MAR26, and YE JUN26
Additional Notes:
DCA determined based on set MQty, not PTMV
No rebalancing needed due to cash flow reallocation from DFC
JUN26 will reflect AQty for all Funds
Notes on Volatility-Triggered-Accumulation:
We’ll be using the Volatility Triggered Accumulation trading strategy for our DCA EKSuper purchases. We’ll fixed our Qty purchases monthly, and we’ll continue to monitor the pricing volatility on our EKSuper Excel spreadsheet where the % spreads are highlighted using conditional formatting. Using this approach would keep track of our cost basis much easier when we trigger our batch qty sells. When there’s trading volatility of 5% spreads since last purchase, we’ll trigger another buy outside of the fixed qty lots.
