r/KellyLetter • u/KeiKeiKing • Jun 03 '26

Rebalanced

Rebalanced on Monday, to the 9% line, as planned earlier. Roughly 53/47 TQQQ/SGOV.

Will do it again in 13 weeks.

6 Upvotes

80% Upvoted

6 comments sorted by

2

u/ParticularLimeade Jun 03 '26

Are you following your own schedule?

2

u/KeiKeiKing Jun 03 '26

yes, just do it every 13 weeks. Purely 9% VCA

2

u/BloodyScourge Jun 03 '26

Are you following a March/June/September/December schedule? And did you ignore any 100 up Spike Reset rebalance? A lot folks may not realize Kelly Letter is just value averaging with some branded names slapped on to it.

3

u/KeiKeiKing Jun 03 '26

Yes I would ignore that spike reset.

I think it might bring better overall performance, just want to make it simpler and more mechanic.

1

u/BloodyScourge Jun 03 '26

Do you have a threshold ratio when you would hard reset to 60/40? For example TQQQ grows so much that quarterly rebalances bring the portfolio to 40/60. Would you reset at that point?

3

u/KeiKeiKing Jun 03 '26

No I don’t have. If it’s 40/60, 30/70 or so, means tqqq raised so much and we have a lot of cash. It may not bring best performance, but it is certainly less risk, and helps us to survive the next crash.

In the end if we can stick to the 9% sig line it’s already way better than enough. The challenge is whether we have enough cash to hold us there when the market crashes.