Nomad FI DFC

Written By Nomad FI

Updated some notes for after JUN24 for year 2024-25. We will be creating a new report Nomad FI DFC. For JUN23, we will use this year as a baseline of 50% of Target by JUN24 for all Income and ETFs Funds.

Brainstorming only. Work in Progress. Edit as needed.

Initial Edit (Date): 25-APR-24

Notes: Stop ALL DRIPs (Dividend Reinvestments) by JUN24. Initial+Purchase-Sell=Actual

// Criteria //

  • Initial $ // P$ // Tar$ // AT% // Tar%

    Calc: AT% = P$/Tar$

  • Initial Qty // PQty // S$ // SQty

    // Report //

  • Fund // I$ // IQty // P$ // PQty // S$ // SQty // Tar$ // AQty // A$ // AT% // TG$ // CP // APP / VAPP %

    Report Source:

  • I$ ==> Nomad FI (JUN23)

  • IQty ==> Nomad FI (JUN23)

  • P$ ==> Income+ETFs TS (2024)

  • PQty ==> Income+ETFs TS (2024)

  • S$ ==> AU Trades Summary (2025)

  • SQty ==> AU Trades Summary (2025)

  • Tar$ ==> Nomad FI

  • AQty ==> IQty+PQty-SQty

  • A$ ==> Calc: AQty x CP

  • AT% ==> Calc: P$/Tar$

  • TG$ ==> Calc: Tar$-A$

  • CP ==> Nomad FI

  • APP ==> Calc: (I$+P$-S$)/(IQty+PQty-SQty)

  • VAPP% ==> Calc: (CP-APP)/APP [Conditional Format: >8%]

Nomad FI
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