Initial Capital Calculator
If you are getting started with our strategy. Just follow these simple steps to get started:
- Decide how much capital would you wish to allocate to the FSI Sector Allocation Strategy.
- Input that number into the calculator.
- The FSI Sector Allocation Tool will automatically calculate how many shares you need to buy in order to follow our recommended weights.
$
USD
%
Sector
%
ETFs
| Sector | ETF | FSI Weight | Current Price | Shares to buy | Value $ |
|---|---|---|---|---|---|
| XLK | 28.10% | $211.45 | 0 | $0.00 | |
| XLU | 3.90% | $77.41 | 0 | $0.00 | |
| XLC | 8.50% | $98.65 | 0 | $0.00 | |
| XLF | 14.40% | $50.15 | 0 | $0.00 | |
| XLI | 7.40% | $132.89 | 0 | $0.00 | |
| XLRE | 1.90% | $41.43 | 0 | $0.00 | |
| XLV | 9.10% | $144.97 | 0 | $0.00 | |
| XLY | 7.70% | $202.29 | 0 | $0.00 | |
| XLP | 3.30% | $80.81 | 0 | $0.00 | |
| XLE | 0.80% | $92.99 | 0 | $0.00 | |
| XLB | 0.00% | $86.64 | 0 | $0.00 | |
| Total | $0.00 |
Prices as of 2025-03-27 12:50:47
Individual ETFs
| Name | ETF | Current Price $ | Shares To Buy/Sell | Date Added | Total |
|---|---|---|---|---|---|
| First Trust Exchange-Traded Fund II First Trust NASDAQ Cybersecurity ETF | CIBR | $64.61 | 0 | 2025-01-07 | $0.00 |
| iShares U.S. Medical Devices ETF | IHI | $60.27 | 0 | 2025-03-03 | $0.00 |
| iShares U.S. Insurance ETF | IAK | $137.11 | 0 | 2025-03-03 | $0.00 |
| iShares U.S. Financial ETF | IYF | $113.77 | 0 | 2025-03-03 | $0.00 |
| iShares Core Dividend Growth ET | DGRO | $61.86 | 0 | 2025-03-03 | $0.00 |
| Total | $0.00 |
Prices as of 2025-03-27 12:50:47
Rebalancer Calculator
If you are already part of our strategy and you are following the FSI Sector allocation strategy, we have built a rebalancing tool that will tell you what to buy or sell in order to rebalance your existing positions to the new recommened weights.
We have also included the ability to add or remove new capital into the rebalance.
- Input your current number of shares of each ETF.
- (Optional) Decide if you wish to add or remove any capital.
- The FSI Sector Allocation Rebalancer Tool will tell you how many shares to buy or sell in order to rebalance your existing positioins to the new recommended weights.
$
USD
%
Sector
%
ETFs
| Sector | ETF | FSI Weight | Current Price $ | Current # Shares | Current Value $ | Target # of Shares | Shares to buy/sell | Target Value $ |
|---|---|---|---|---|---|---|---|---|
| XLK | 28.10% | $211.45 | $0.00 | 0 | 0 | $0.00 | ||
| XLU | 3.90% | $77.41 | $0.00 | 0 | 0 | $0.00 | ||
| XLC | 8.50% | $98.65 | $0.00 | 0 | 0 | $0.00 | ||
| XLF | 14.40% | $50.15 | $0.00 | 0 | 0 | $0.00 | ||
| XLI | 7.40% | $132.89 | $0.00 | 0 | 0 | $0.00 | ||
| XLRE | 1.90% | $41.43 | $0.00 | 0 | 0 | $0.00 | ||
| XLV | 9.10% | $144.97 | $0.00 | 0 | 0 | $0.00 | ||
| XLY | 7.70% | $202.29 | $0.00 | 0 | 0 | $0.00 | ||
| XLP | 3.30% | $80.81 | $0.00 | 0 | 0 | $0.00 | ||
| XLE | 0.80% | $92.99 | $0.00 | 0 | 0 | $0.00 | ||
| XLB | 0.00% | $86.64 | $0.00 | 0 | 0 | $0.00 | ||
| Total | 100% | 100% | $0.00 | $0.00 |
Prices as of 2025-03-27 12:50:47
Individual ETFs
| Name | ETF | Current Price | Current # Shares | Current Value $ | Target # of Shares | Shares To Buy/Sell | Total |
|---|---|---|---|---|---|---|---|
| First Trust Exchange-Traded Fund II First Trust NASDAQ Cybersecurity ETF | CIBR | $64.61 | $0.00 | 0 | 0 | $0.00 | |
| iShares U.S. Medical Devices ETF | IHI | $60.27 | $0.00 | 0 | 0 | $0.00 | |
| iShares U.S. Insurance ETF | IAK | $137.11 | $0.00 | 0 | 0 | $0.00 | |
| iShares U.S. Financial ETF | IYF | $113.77 | $0.00 | 0 | 0 | $0.00 | |
| iShares Core Dividend Growth ET | DGRO | $61.86 | $0.00 | 0 | 0 | $0.00 | |
| Total | $0.00 | $0.00 |
**Prices as of 2025-03-27 12:50:47
