US ETFs MAR23 Purchases

US ETFs (Buy)(3-MAR-23) / US ETFs (EFI)(3-MAR-23) / US ETFs (KFI)(3-MAR-23)

HYLD / Qty 65 / Price 26.65 / TMV 1.7K

JEPI / Qty 33 / Price 53.57 / TMV 1.7K

SVOL / Qty 80 / Price 22.15 / TMV 1.7K

USOI / Qty 21 / Price 81.52 / TMV 1.7K

OARK / Qty 102 / Price 17.05 / TMV 1.7K

We have diversified our Dividend Income ETFs, and we plan to dollar-cost-average (DCA) in our purchases within our target %.

Since the USD rate is still currently at 1.48-to-AUD, we’ll be utilizing KFI account to fund EFI account once the ETFs drop by 10%+. Once the USD rate becomes closer to the 1.40 range, we will be exchanging our AUD upto 10K USD worth and DCA our US ETFs purchases.

We will also be reinvesting our dividends as DRIPs to minimize our trading fees and to focus on compounding growth.

However, if the market does uptrend to 12.5% from LPP (last purchase price), then we may consider scaling out some of our positions and reallocate some of our profits to future DCA purchases and scale back in to our target positions.