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Thank you for reading the special Kindle title, Index Rebalancing: Gateway to Micro-Rebalancing. As a Kindle reader, you’ve unlocked special access to additional tools and resources designed to complement this guide.

This private page is just for Kindle readers like you.

You’ve unlocked exclusive tools, insights, and special reader-only offers—made available to those who’ve found this page through the Kindle version of Index Rebalancing: Gateway to Micro-Rebalancing.

📘 Downloadable Tools + Templates

🎁 What’s Inside:

MR Quick Reference Cheat Sheet
Info at a glance.

MR Cash Reserve Guidelines
Guides you to help keep your investing system safe and disciplined.

Quick-Start Sample Spreadsheets
Modify as you wish to track trades for managing gains and scaling correctly.

Reserve Scaling for Larger Portfolios
Keep your system in balance as your capital grows.

Printable Trade Blotter
Just like the pros used to do it.

SPY Example Video
See MR in action.

VIP-Level Preview Material
Exclusive look at what VIP access offers.

 

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$23 Off the VIP Access Page (normally $30) (Complete video walk through, spreadsheets, guides, hidden strategies, trade logs, and more)

→ Use code: KINDLEACCESS23 at checkout to reduce access from $30 to just $7

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Bonus Gift #1


Micro-Rebalancing Quick Reference Cheat Sheet

Your rules-based investing system—distilled to the essentials. Use this cheat sheet alongside your spreadsheets to stay disciplined and effective.

🔱 Target Allocation (TA)

  • Your constant dollar value target per position

  • Example: $1,000 in SPY

đŸ’” Cash Reserve Guidelines

Portfolio Size Suggested Cash Reserve Notes
Under $10,000 100% Full match (e.g., $5K invested = $5K cash)
$10,000 – $25,000 75% – 100% Buffer tapers gradually
$25,000 – $100,000 50% – 75% Compounding accelerates
$100,000 – $250,000 35% – 50% Multiple positions may reduce risk
$250,000 – $500,000 25% – 35% Portfolio diversification stabilizes exposure
$500,000 – $1,000,000 15% – 25% Nominal swings increase; require precision
$1,000,000+ 10% – 20% Lower % buffer due to breadth & fractional tools

🔄 Rebalancing Triggers

  • Default range: ±1% (buy below TA, sell above TA)

  • Conservative: ±3%

  • Aggressive: 0.5% or less (more frequent check-ins required)

  • Rebalance no more than twice daily unless automated

📊 The Cycle: How Rebalancing Works

Example:

  1. TA = $1,000 in QQQ

  2. Position rises to $1,030 (+3%)

  3. Sell $30 → move to reserve

  4. Position dips to $970 (-3%)

  5. Buy $30 → restore balance

  6. Repeat

Each round locks in gains, lowers cost basis, and controls exposure

📈 Cash Deployment Formula

For every $1 increase in TA, add $1 to your reserve

⚠ Common Mistakes to Avoid

  • Forgetting to match new TA with updated reserve

  • Letting profits ride too long without extraction

  • Ignoring rebalancing rules due to emotion or news

  • Using high-risk assets with low reserves

✹ Extra Tips

  • Always review real-world examples for clarity

  • Keep a log of all trades (use the Daily Tracker)

  • You don't need perfection—just consistent execution

  • Visit IndexRebalancing.com for updates, walkthroughs, and proof videos

Stay consistent. Stay rational. Stay profitable.

Micro-Rebalancing wins with logic, not luck.

 

 

Bonus Gift #2

 

🔐 MR Cash Reserve GuidelinesđŸ’”

Portfolio Value Required Cash Reserve Notes
Under $10,000 100% Full cash match required (e.g., $1K needs $1K in reserve)
$10K–$100K 50%–100% Sliding scale based on volatility of the asset
Over $100K ≄25% Minimum cash buffer to reduce leverage risk; more flexibility allowed

 

Â đŸ’” Cash Deployment Plan

How to Reinvest Micro-Rebalancing Profits Without Breaking the System

Welcome to the Cash Deployment Plan—your guide to using profits from Micro-Rebalancing (MR) responsibly. MR generates gains, but growth without discipline can break the integrity of your system. Here's how to scale without putting your strategy at risk.

✅ Step 1: Know Your Reserve Requirement

Match your Target Allocation (TA) with appropriate cash reserves.

Portfolio Value Recommended Reserve
<$10,000 100%
$10K–$100K 50–100% (based on volatility)
$100K–$500K ~25–50%
$500K+ ~10–25%


Use our 📊 Cash Reserve Tracker Spreadsheet (Excel format).

Date Symbol Target Allocation ($) Current Portfolio Value ($) Profit Generated ($) Reserve Requirement (%) Required Cash Reserve ($) Current Reserve ($) Surplus/Deficit ($) Notes
2025-04-20 QQQ 5000 5400 400 100% 5000 5000 0 Fully funded

This spreadsheet helps you:

  • Automatically calculate reserve needs based on portfolio value

  • Adjust targets for each MR position

  • Stay within safe allocation boundaries as your investments grow to calculate and update this in real time.

✅ Step 2: Calculate Profits

Example:

  • Original Investment: $5,000

  • Reserve: $5,000

  • Total: $10,000 (Fully funded)

  • Profit Generated: $4,000

  • New Total Capital: $14,000

Ask Yourself: "Do I want to scale my TA for more growth, or extract profits for income?"

✅ Step 3A: For Growth

  1. Choose a portion of your profits to reinvest (e.g., $2,000)

  2. Increase your TA to $7,000

  3. Match it with a $7,000 reserve

  4. Result:

    • New Position = $7,000

    • New Reserve = $7,000

    • Remaining profit: $2,000 (optional extraction)

You grew your system without risking integrity.

✅ Step 3B: For Income

  1. Leave your TA at $5,000

  2. Extract all or part of your $4,000 profit

  3. Keep $5,000 cash reserve intact

You now have a cash buffer and income flexibility.

⚠ Common Pitfalls

  • ❌ Reinvesting gains without increasing your reserve

  • ❌ Raising TA without updating your targets

  • ❌ Letting your system get "top heavy" and vulnerable to market drops

🔬 Summary Formula:

For every $1 of increased TA, add $1 to reserves (or scale according to the guidelines above).

MR is not just about making money. It’s about protecting it.

🔗 Download the Cash Deployment Cheat Sheet
Keep a printable version on hand to follow this process without missing a step.

⚡ Your system is only as strong as your discipline. Stay funded. Stay profitable.

 

đŸ’Œ Refined Cash Reserve Guidelines for Larger Portfolios:

Portfolio Size Suggested Cash Reserve Rationale
Under $10,000 100% Full match required to handle full-share swings and protect against errors.
$10,000 – $25,000 75% – 100% Still small enough that sharp movements could create large % shifts.
$25,000 – $100,000 50% – 75% Buffer tapers as compounding and position size increase.
$100,000 – $250,000 35% – 50% Partial reserves sufficient if multiple positions are held.
$250,000 – $500,000 25% – 35% Portfolio diversification stabilizes exposure.
$500,000 – $1,000,000 15% – 25% Increased volume means smaller % moves trigger larger nominal amounts.
$1,000,000+ 10% – 20% Positions are likely broader, more diversified, and fractional shares help.

 

Bonus Gift #3


 Spreadsheet Samples📊

 📊Blank Partial Share Spreadsheet with Formulas

Date Symbol TA Price  Total  B/S Amount % New Total Cash Extracted Week Running Total Weekly % Total
              #DIV/0!          
#DIV/0!  
#DIV/0!  
#DIV/0!  

 

 📊Blank Full Share Spreadsheet

Date Symbol Target Allocation Shares Price Per Share  Current $ Invested  Discrepancy Action # Shares Amount of Transaction Transaction % Shares After New Total Difference Cash Total Weekly Running Total Weekly % Total $ Extracted
                                   
 
 
 

 

 Example Entries On Original Spreadsheets From 12/10/2021 SPY and QQQ

10-Dec SPY 108669.00 232 470.72  $ 109,207.04 538.04 S 1 470.72 0.43% 231 108736.32 67.32 $470.72 $4,645.75 4.92% Total Here

 

10-Dec QQQ 95815.00 242 397.87  $   96,284.54 469.54 S 1 397.87 0.41% 241 95886.67 71.67 397.87 4333.64 5.24% Total Here

 These entries will be copied and pasted directly into the Daily Tracker. Paste these real examples into your own Daily Tracker to see how gains were captured and compounded.

 

📊Blank Daily Total Spreadsheet

Date Symbol TA Shares Price  Total  Amount From TA   B/S # Amount % Shares New Total New Amount From TA Cash Extracted Daily Running Total Weekly Running Total All Time Total
                                   
 
 
 

 

 

 Example Entries From 12/10/2021 As They Appear On The Daily Tracker Spreadsheet

10-Dec SPY 108669.00 232 470.72  $ 109,207.04 538.04 S 1 470.72 0.43% 231 108736.32 67.32 $470.72 $1,574.17  
10-Dec QQQ 95815.00 242 397.87  $   96,284.54 469.54 S 1 397.87 0.41% 241 95886.67 71.67 397.87 $1,972.04 $11,961.18 Total Extracted Here

 Here are the entries from the individual position spreadsheets after being pasted to the Daily Tracker. Notice how the QQQ data adds onto the totals from the SPY.

 

 

 

Bonus Gift #4

 

📋 Micro-Rebalancing Trade Blotter (Printable Log Sheet)

Use this printable trade blotter to manually track your MR entries, exits, cash flow, and weekly totals. This is the traditional way traders logged their activity—and it still works. Stay organized. Stay accountable.

Date

Symbol

Target Allocation ($)

Shares Held

Price

Action (B/S)

Shares Bought/Sold

Amount ($)

Running Cash Total

Notes

 



 

đŸŽ„ Verified Trade Proof: SPY Micro-Rebalancing in Action

"Show me the trades." Done.

No guesswork, no fluff—just results

Theory is great. But proof is compelling. Below is a verified screen capture showing actual Micro-Rebalancing trades on SPY from our real-world simulation logs. Watch as rebalances are executed with precision—selling into strength, buying into dips, and capturing profits day after day.

📌 What You’ll See:

  • ✅ Actual trade confirmations
  • ✅ Spreadsheet entries matching every action
  • ✅ Visual compounding in real-time
  • ✅ All logic, no luck, no guesswork, no fluff—just results

SPDR S&P 500 ETF Trust

📊 These aren’t cherry-picked trades. This is the actual system at work—selling into strength, buying on dips, and compounding gains. No fluff. No forecast. Just execution.

View More SPY Documentation

 

Want to go deeper?

👉 Click here to explore additional MR examples


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If you found this material helpful, just know—it’s only the beginning.

The MR VIP Access Area unlocks the full Micro-Rebalancing system in action:
đŸŽ„ Full walk-through video series
📊 Downloadable templates and trackers
🔍 Advanced techniques and simulations
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🎯 Future updates and exclusive content

Kindle readers are invited to explore the full VIP Access Area—featuring complete video walk-throughs, downloadable spreadsheets, trade logs, and advanced techniques. The KINDLEACCESS23 code brings the current price to just $7 (normally $30), available at checkout for a limited time.

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