My 3% Signal Plan
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QuarterSPY PriceIJR PriceIJR DivVFIIX PriceVFIIX DivIJR Shares Before ActionQuarter Cash ContribIJR Balance Before Action3% Signal Line + 50% Cash Contrib This QuarterShares Need to Reach
3% Signal
Order AdjustIJR Shares
to Buy
or Sell (minus)
IJR Shares
to Buy
or Sell (minus) After Order Adjust
VFIIX Shares + Divs Reinv + Cash Before ActionVFIIX Balance Before ActionVFIIX Shares After ActionVFIIX Balance After ActionNew
Cash Needed
VFIIX Shares After New CashVFIIX Balance After
New Cash
VFIIX % of 3% Signal BalanceIJR Shares After ActionIJR Balance
After Action
3% Signal
Balance
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Q400$131.19$108.09$10.240.17174.01$8,000195.31$2,000$2,000$10,000
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Q101$116.69$101.500.040$10.350.17074.01$1,215$7,512$8,84887.1713.16316.20$3,273187.19$1,937$0187.19$1,93718%87.17$8,848$10,785
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Q201$122.60$114.010.036$10.290.16787.17$1,215$9,938$9,72085.26-1.91308.61$3,176329.75$3,393$0329.75$3,39326%85.26$9,720$13,114
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% Cash Contrib Invested:50%Shading Key:Manually entered valuesManually entered sell signal ignoredIJR 3-for-1 Split
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Manually entered use of VFIIX balanceSame-row cells affected by order adjustmentFrom "The 3% Signal" by Jason Kelly
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