K Super Analysis

Written By Nomad FI

Current Bal: 160K

  • To Go: +12K

  • Total: 172K (JUN24)

  • Balanced 20%: 35K

  • Inv Bal: 137K (JUN24)

  • Cash Tr DY: +5.5%

  • Cash Tr MR: +5.5K//+7.5K

  • MR at 10%: +14K

  • Target Inv Bal: 75K

  • Target Cash Tr: 62K

  • DCA (15%): 137Kx(15%)=(20K)

  • Target MR 10%: 137Kx10%=+14K

  • DCA (15%): 90Kx(10%)=(9K)*

  • Target Inv Bal 10%: 90Kx10%=+9K

  • Target Cash Tr 5.5%: 47Kx5.5%=+2.6K*

  • Target MR Add: +20K*

  • // Notes //

  • Already invested: 20K

  • Var: 90K-20K=70K

  • DCA 1: 10 Funds

  • DCA 1: 18K

  • Avg DCA 1: 2.5K

  • Total Funds: 18

  • Tar Invested: 20K+25K=45K

  • DCA 2: 18x2.5K=45K

  • DCA 3: 18x2.5K=45K

Nomad FI
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