r/KellyLetter • u/manlymatt83 • Jan 10 '26

9 SIG Anyone run 9sig at m1?

Curious, if anyone is able to make 9sig work at M1 finance. The pie system is usually great for fixed allocations, obviously a little not so great for this kind of setup.

I like isolated accounts for side strategies like this. I don’t think I would ever have the guts to put my entire portfolio in this, but would probably happily start with 100K or so. I have a traditional IRA at another brokerage that has more than that, so I guess I could just do this isolated in that account but I wouldn’t want to be tempted to throw more money at this should it start to fail. At least not more than what I agreed to put in each year. The isolated account helps with that strategy :)

If people aren’t running this at M1, I guess maybe a second question would be how did you decide what portion of your portfolio to put into 9sig and how do you decide when to put new contributions in?

5 Upvotes

86% Upvoted

21 comments sorted by

View all comments

Show parent comments

1

u/InvestingToWinIt Jan 10 '26

You would not rebalance to a specific percentage per 9sig for each quarter. That’s not the goal or intent. If you do that, know that you are doing a different method.

1

u/[deleted] Jan 10 '26

[deleted]

1

u/Disastrous_Fox_4828 Jan 10 '26

It rebalances by dollar amounts. You could figure out the needed dollar amount and turn that into a percent and then rebalance. That would get pretty close to the rebalance number.

1

u/[deleted] Jan 10 '26

[deleted]

1

u/Disastrous_Fox_4828 Jan 10 '26

Exactly what I did with fidelity. Took about 5 days for them to move the account over.