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 Sector Allocation Strategy.
  • Input that number into the calculator.
  • The 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 $
Information Technology IT XLK 30.10% $154.69 0 $0.00
Communication Services CS XLC 9.30% $117.16 0 $0.00
Financials FN XLF 12.50% $52.26 0 $0.00
Industrials IN XLI 10.00% $171.00 0 $0.00
Real Estate RE XLRE 1.70% $43.81 0 $0.00
Materials MT XLB 2.10% $51.92 0 $0.00
Consumer Discretionary CD XLY 8.70% $118.97 0 $0.00
Utilities UT XLU 2.10% $44.93 0 $0.00
Health Care HC XLV 5.90% $145.92 0 $0.00
Consumer Staples CST XLP 0.90% $81.95 0 $0.00
Energy EN XLE 1.70% $55.90 0 $0.00
Total $0.00

Prices as of 2026-04-21 16:20:40 ET

HC - Health Care
IT - Information Technology
CD - Consumer Discretionary
UT - Utilities
CST - Consumer Staples
EN - Energy
CS - Communication Services
FN - Financials
IN - Industrials
RE - Real Estate
MT - Materials
SB - Small Blend

Individual ETFs

Name ETF Current Price $ Shares To Buy/Sell Date Added Total
Horizon Kinetics Inflation Bene INFL $52.85 0 2026-03-04 $0.00
Global X Lithium & Battery Tech ETF LIT $83.03 0 2026-04-08 $0.00
iShares Biotechnology ETF IBB $173.99 0 2026-04-08 $0.00
Invesco S&P 500 Pure Growth ETF RPG $53.24 0 2026-04-08 $0.00
Invesco S&P 500 High Beta ETF SPHB $132.33 0 2026-04-08 $0.00
Total $0.00

Prices as of 2026-04-21 16:20:40 ET

Rebalancer Calculator

If you are already part of our strategy and you are following the 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 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 $
Information Technology IT XLK 30.10% $154.69 $0.00 0 0 $0.00
Communication Services CS XLC 9.30% $117.16 $0.00 0 0 $0.00
Financials FN XLF 12.50% $52.26 $0.00 0 0 $0.00
Industrials IN XLI 10.00% $171.00 $0.00 0 0 $0.00
Real Estate RE XLRE 1.70% $43.81 $0.00 0 0 $0.00
Materials MT XLB 2.10% $51.92 $0.00 0 0 $0.00
Consumer Discretionary CD XLY 8.70% $118.97 $0.00 0 0 $0.00
Utilities UT XLU 2.10% $44.93 $0.00 0 0 $0.00
Health Care HC XLV 5.90% $145.92 $0.00 0 0 $0.00
Consumer Staples CST XLP 0.90% $81.95 $0.00 0 0 $0.00
Energy EN XLE 1.70% $55.90 $0.00 0 0 $0.00
Total 100% 100% $0.00 $0.00

Prices as of 2026-04-21 16:20:40 ET

HC - Health Care
IT - Information Technology
CD - Consumer Discretionary
UT - Utilities
CST - Consumer Staples
EN - Energy
CS - Communication Services
FN - Financials
IN - Industrials
RE - Real Estate
MT - Materials
SB - Small Blend

Individual ETFs

Name ETF Current Price Current # Shares Current Value $ Target # of Shares Shares To Buy/Sell Total
Horizon Kinetics Inflation Bene INFL $52.85 $0.00 0 0 $0.00
Global X Lithium & Battery Tech ETF LIT $83.03 $0.00 0 0 $0.00
iShares Biotechnology ETF IBB $173.99 $0.00 0 0 $0.00
Invesco S&P 500 Pure Growth ETF RPG $53.24 $0.00 0 0 $0.00
Invesco S&P 500 High Beta ETF SPHB $132.33 $0.00 0 0 $0.00
Total $0.00 $0.00

**Prices as of 2026-04-21 16:20:40 ET

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