JUN24 YE Allocation

Written By Nomad FI

For EFI / KSuper / ESuper / KFI

For Income Funds / ETFs

Categories: Set Qty / APP / AMV

// Notes //

  • Keep after Ex-Div parcels

  • Sell Spreads of 3.5%+ after 45 W/H for DFC

  • Split DCAs > 3K parcels

Categories: Set EFI JUN25:

27.5K for Income Funds

13.75K for ETFs

// Notes //

  • Calculate QtrQty with 4

  • Target EFI: 200K

  • Set DCA Buy at 2.5% spreads

  • Set VAPP% Conditional Formatting > 5%

Nomad FI
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