A Passive ETF Investment System
This script allocates investment capital split between 3 different ETFs.
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Notes: VAS/VGS/AAA -> https://www.youtube.com/watch?v=ESLj8w389w4 Allocations: WEALTH ACCUMULATION: age >= 20 and <= 39 - 30% ASX - 70% GLOBAL WEALTH TRANSITION: age >= 40 and <= 64 - 10% CASH - 25% ASX - 65% GLOBAL WEALTH PRESERVATION: age >= 65 - 30% CASH - 20% ASX - 50% GLOBAL Import: DataSource: Norgate IncludeList: .#YOUTUBE_ETFs {"ETFs"} IncludeList: $XAOA.au, $XAO.au StartDate: Earliest EndDate: Latest SaveAs: YouTube.rtd Settings: DataFile: YouTube.rtd StartDate: 1/1/2015 EndDate: Latest AccountSize: 100000 BarSize: Daily UseAvailableBars: False Benchmark: ASX_Benchmark Side: Long EntrySetup: Symbol=$$XAOA.au Parameters: RebalanceMonth: from 1 to 12 step 1 def 6 // Rebalance month = first of July, we sell all open positions & re-buy to rebalance Strategy: SharedData Side: Long QtyType: Percent Commission: 9.50 //ExitRule: EndOfMonth and Month == RebalanceMonth Strategy: ASX_AUSSIE Using: SharedData Quantity: 20 EntrySetup: EndOfMonth and Symbol == $VAS.au // ASX Strategy: ASX_GLOBAL Using: SharedData Quantity: 50 EntrySetup: EndOfMonth and Symbol == $VGS.au // Global (heavy US) Strategy: ASX_CASH Using: SharedData Quantity: 30 EntrySetup: EndOfMonth and Symbol == $GOLD.au // AAA High-yield cash | $GOLD.au