Tools

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 $
XLV XLV 12.69% $146 0 $0.00
XLK XLK 33.47% $206 0 $0.00
XLU XLU 3.20% $64 0 $0.00
XLC XLC 11.49% $80 0 $0.00
XLF XLF 13.15% $41 0 $0.00
XLI XLI 9.11% $121 0 $0.00
XLRE XLRE 2.58% $40 0 $0.00
XLY XLY 8.50% $180 0 $0.00
XLP XLP 3.27% $75 0 $0.00
XLE XLE 2.27% $88 0 $0.00
XLB XLB 0.27% $90 0 $0.00
Total 100% $0.00

^Prices as of 2024-03-11 12:20:06

Individual ETFs

Name ETF Current Price $ Shares To Buy/Sell Date Added Total
Invesco Solar ETF TAN $44 0 2024-06-03 $0.00
Bitwise Bitcoin ETF BITB $35 0 2024-04-03 $0.00
Pacer US Cash Cows 100 ETF COWZ $55 0 2024-06-03 $0.00
Horizon Kinetics Inflation Bene INFL $33 0 2024-06-03 $0.00
iShares Semiconductor ETF SOXX $252 0 2024-02-02 $0.00
Total $0.00

^Prices as of 2024-03-11 12:20:06

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 $
XLV XLV 12.69% $146 $0.00 0 0 $0.00
XLK XLK 33.47% $206 $0.00 0 0 $0.00
XLU XLU 3.20% $64 $0.00 0 0 $0.00
XLC XLC 11.49% $80 $0.00 0 0 $0.00
XLF XLF 13.15% $41 $0.00 0 0 $0.00
XLI XLI 9.11% $121 $0.00 0 0 $0.00
XLRE XLRE 2.58% $40 $0.00 0 0 $0.00
XLY XLY 8.50% $180 $0.00 0 0 $0.00
XLP XLP 3.27% $75 $0.00 0 0 $0.00
XLE XLE 2.27% $88 $0.00 0 0 $0.00
XLB XLB 0.27% $90 $0.00 0 0 $0.00
Total 100% 100% $0.00 $0.00

^Prices as of 2024-03-11 12:20:06

Individual ETFs

Name ETF Current Price Current # Shares Current Value $ Target # of Shares Shares To Buy/Sell Total
Invesco Solar ETF TAN $44 $0.00 0 0 $0.00
Bitwise Bitcoin ETF BITB $35 $0.00 0 0 $0.00
Pacer US Cash Cows 100 ETF COWZ $55 $0.00 0 0 $0.00
Horizon Kinetics Inflation Bene INFL $33 $0.00 0 0 $0.00
iShares Semiconductor ETF SOXX $252 $0.00 0 0 $0.00
Total $0.00 $0.00

**Prices as of 2024-03-11 12:20:06

Tickers

Trending tickers in our research
Ticker Price Chg%
NVDA
$127.00
-2.89%
COIN
$225.50
-4.05%
QQQ
$480.89
-0.12%
IWM
$200.35
+0.23%
SMLR
$36.65
+4.03%
NVO
$141.94
+0.67%
XLI
$123.04
-0.15%
XLF
$41.37
-0.30%
MARA
$19.28
-6.68%
AMD
$161.23
-0.34%
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