EKSuper Investment Strategies

Updated as of 16-AUG-25

JUN25: 364K / Tar JUN26: 425K / Tar JUN27: 500K

Our focus will be using the Volatility Trigger Accumulation Strategy.

Using this strategy involves both Qty DCA Buy, and our Excel model for monitoring volatility. We’ve integrated AI for target and blended allocations for countries diversification using % weighted.

We’ll no longer be trading within EFI due to utilizing the Offset Acct to minimize our mortgage interest, in addition to, building our deposit for our investment property by next year. We’ve set KSuper as the main allocation model and ESuper will be mirroring KSuper, at 60% allocated. We’ll be updating our Tar$ and ETFs % Country allocations twice a year on DEC25 and JUN26. Instead of rebalancing, we’ll adjust through the DCA Buys.

// Current Flow Chart for EKSuper //

Tar$ => +30K every 6 months

Tar% => KSuper (62.5%) / ESuper (37.5%)

Set Tar% for each Fund => Bal: 20% / AU: 5% x 5 / US: 25% / VEU+VAE: 30%

Set Tar$ for VEU and VAE, then use Blended 70/30