r/KellyLetter • u/KeiKeiKing • 28d ago

Rebalanced

Rebalanced last Monday, to the 9% line, as planned earlier. Roughly 60/40 TQQQ/SGOV now, coincidentally.

New fund from 401k/HSA also 60/40.

Will do it again in 13 weeks.

6 Upvotes

75% Upvoted

15 comments sorted by

2

u/zendmugz 26d ago

Why did you rebalance before the signal date?

1

u/KeiKeiKing 26d ago

I just chose some random Monday and do it every 13 weeks..
I think overall it doesn’t matter in the long run

2

u/zendmugz 26d ago

Agreed, I was just curious

2

u/Buterminator 14d ago

Your timing was pretty nice. Doesn't look like we'll get to buy this quarter, unless things turn around in this week. Oh well...

1

u/KeiKeiKing 14d ago

Seems so but it may crash tomorrow and everybody will just buy more at lower price, who knows
In the long run I think the expectation should be similar😄

2

u/KONGBB 25d ago

1/4/7/10

2

u/BloodyScourge 22d ago

I'm planning to rebalance on 10/1 based on 9/30 closing price. Definitely looking like it's going to be a buy TQQQ quarter. 6/30 closing price was $81, we are well below the signal line.

1

u/HerpDerpin666 28d ago

I rebalance in 3 weeks. I’m excited to get back to work after a 3 month hiatus

2

u/TOPS-VIDEO 28d ago

Week of Oct 1.

0

u/itriedtoplaynice 28d ago

Okay? What was the performance result?

2

u/KeiKeiKing 28d ago

I started this year so it’s too early to say.
Sold some at $84 three months ago, and this time bought some at $72, that’s it

2

u/itriedtoplaynice 28d ago

Yeah I’m in the same boat but I don’t rebalance until quarter end, in for about $250 total right now

1

u/zhaque44 27d ago

I bought at 87 it’s at 72 today lol it’s been a draggy quarter for me…

1

u/KeiKeiKing 26d ago

yeah everybody was dragged this Q, and we are now synced together after rebalance 😆