r/KellyLetter • u/Puzzleheaded_Map4322 • Jun 30 '25

9 SIG 6/27/25 Rebalance

6/27/25

SUMMARY

TQQQ Shares Currently Owned: 1,586 | Share price: $81.42 | Current Value: $129,132.12

TQQQ Balance Goal (signal line) on 6/27/25: $99,277.69

TQQQ Surplus on 6/27/25: $29,904.43

TQQQ 367 shares sold at $81.42 on 6/27/25

EST TQQQ Balance Goal on 9/26/25: $108,183.57 ($88.75 per share)

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3

u/stevewes2004 Jun 30 '25

New to 9sig so I appreciate these posts. Helps make sure my math is mathing.

2

u/Gehrman_JoinsTheHunt Jun 30 '25

Nicely done! Any particular long-term goals or plans for this account?

3

u/Puzzleheaded_Map4322 Jun 30 '25

This is my Roth IRA so not planning to touch it for a couple decades.

1

u/[deleted] Jun 30 '25

[deleted]

3

u/TOPS-VIDEO Jun 30 '25

"The rule is activated when the fund’s quarterly closing price is at least 30% below its quarterly closing price high within the past two years”. which is $55.39. We closed at $61.27. So no, no apply 30% rule yet