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🎁 Here’s What You’ve Unlocked:

📺 3-Part MR Video Walkthrough (28 min)
📊 Spreadsheet Toolkit (Fractional + Whole Shares)
🛡️ Cash Reserve Guide + Tracker
💵 Advanced Profit Deployment Strategies
🔐 Hidden Leveraging Techniques
🤖 Bonus: Sample Automation Script (Python)
📋 Printable Trade Blotter
🔓 Lifetime Updates + MR Vanguard Access

🔐 Unlocked: Three Part Sample Walk Through Explainer Videos🎥

🎥Part 1

🎥Part 2

🎥Part 3

🔐 Unlocked: MR VIP Toolkit🧰

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

💵 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:

TA = $1,000 in QQQ
Position rises to $1,030 (+3%)
Sell $30 → move to reserve
Position dips to $970 (-3%)
Buy $30 → restore balance
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 to combine several positions)
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.

🛠️ Getting Started Quick Guide

Master the Basics of Micro-Rebalancing in Minutes

Micro-Rebalancing (MR) flips everything you thought you knew about investing. This quick-start guide will get you up and running fast—without fluff, confusion, or unnecessary complexity.

✅ Step 1: Choose Your Weapon (Asset)

Start with a high-volume, high-liquidity asset:

📌 Recommended: SPY, QQQ, DIA
Avoid: Illiquid stocks, thinly traded penny stocks, or low-volatility instruments

✅ Step 2: Set Your Target Allocation (TA)

This is your anchor amount—the dollar value you aim to keep invested at all times in a position.

📌 Example:

You invest $5,000 in QQQ
That $5,000 is your TA (Target Allocation)

✅ Step 3: Match It With Cash

💡 Cash Reserve = Your Risk Shield

Refer to the Cash Reserve Guidelines:

Portfolio Value	Recommended Reserve
<$10,000	100%
$10K–$100K	50–100%
$100K–$500K	25–50%
$500K+	10–25%

💬 Starting with $5,000? Match it with $5,000 in cash. Simple.

✅ Step 4: Set Your Trigger Range

Use a ±1% rule to start:

If the position gains 1% → Sell enough to return to TA
If it drops 1% → Buy enough to restore TA

More conservative? Use ±3%.
More aggressive? Use 0.5% if monitoring often.

✅ Step 5: Monitor & Execute

Check your position daily or a few times per week
Use the MR Trade Tracker spreadsheet to stay organized
Trim gains, buy dips, and repeat with cold-blooded consistency

🧠 Pro Tips:

Reinvest profits by raising your TA & reserves equally
Don’t guess—let the system tell you when to act
Consistency > Complexity
Download the Cash Reserve Tracker below to automate calculations

🔐 MR Cash Reserve Guidelines💵

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

💵 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

Choose a portion of your profits to reinvest (e.g., $2,000)
Increase your TA to $7,000
Match it with a $7,000 reserve
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

Leave your TA at $5,000
Extract all or part of your $4,000 profit
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.

💼 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.

Spreadsheet Samples📊

📊Blank Partial Share Spreadsheet with Formulas

Date

Symbol

Price

Total

B/S

Amount

New Total

Cash Extracted

Week Running Total

Weekly %

Total

#DIV/0!

📊Blank Full Share Spreadsheet

Date

Symbol

Target Allocation

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

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

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 Total Tracker Spreadsheet.

📊Blank Daily Total Spreadsheet

Date

Symbol

Price

Total

Amount From TA

B/S #

Amount

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.

Alternate Spreadsheet Style

Ticker Target Allocation ($) Shares Owned Current Value ($) Action Needed Gains Captured ($) Cash Reserve ($)
QQQ $20,000 58.4 shares $20,800 Sell $400 $400 $5,200
AMD $15,000 112.9 shares $14,600 Buy $400 N/A $3,000
SPY $10,000 22.7 shares $10,000 No change N/A $2,500

📌 How to Use It:

Check your current value vs. your Target Allocation.
Execute the necessary action to bring the position back to target.
Record the gains captured (if selling) or cash used (if buying).
This structured format ensures you never have to guess what to do next.

📌 How to Use It:

Check your current value vs. your Target Principal.
Execute the necessary action to bring the position back to target.
Record the gains captured (if selling) or cash used (if buying).
This structured format ensures you never have to guess what to do next.

📋 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

🧮 Exclusive Simulation Snapshot

Micro-Rebalancing vs. Buy & Hold – A 30-Year Showdown

“What if you could take the same investment… and beat Buy & Hold by millions—just by rebalancing smarter?”

🟩 MR Performance:

Real positions + real simulation logic
Active profit-taking during upswings
Strategic reinvestment during dips
Based on twice-daily checks (conservative)

🟥 Buy & Hold Performance:

Passive—no profit-taking
No advantage in flat/choppy markets
Full exposure to crashes and drawdowns
No compounding of realized gains

📈 Simulation Results – $1,000 Starting Investment

Strategy Stack	Final Value	CAGR
✅ All-Clear MR Stack	$49,800,000	45.2%
✅ Pro Stack MR	$37,800,000	43.8%
✅ Macro Confirm MR	$37,000,000	43.7%
✅ MR with Full Reinvestment	$28,400,000	42.1%
❌ Buy & Hold (Same Asset)	$10,800,000	37.9%

📌 All simulations used the same starting capital, time period, and asset.

⚠️ Why This Matters:

• Same stocks. Same time.
• Only difference? MR’s reaction to market movement.
• You don’t need to predict the future—you just need a better system.

✅ These results aren’t hype—they’re backed by trade logs, spreadsheets, and historical price data.

Simulation #	Name	Final Value ($)	CAGR (%)	Trades	Notes
21	MR + Auto-Trading	2.16B	47.1	22,680	Captures every 1% move
20	MR + Full Reinvestment	1.08B	43.8	11,340	No withdrawals
16	Seasonality (All 10)	49.8M	29.5	30,200	Calendar signals
3	Point & Figure (P&F)	37.8M	28.6	30,100	Least false signals
11	Fibonacci ±100% TA	38.8M	28.7	30,100	Clean bounce signals
12	RSI Divergence	37.2M	28.4	30,200	Hidden momentum
13	CCI	37.5M	28.5	29,900	Volatility edge
14	SAR (0.015)	37.9M	28.6	30,100	Trailing stops
10	Bollinger Bands (15, 2sd)	36.8M	28.3	30,100	Volatility bands
5	VIX	34.5M	28.0	30,050	Fear triggers buying
4	MACD	33.2M	27.7	29,950	Momentum crossovers
6	RSI 30/70	32.9M	27.6	30,000	Basic momentum
2	TA Adjustments	32.5M	27.8	30,000	Scale target allocation
1	Trigger Widths	32.1M	27.7	29,800	Adaptive bands
9	Ichimoku Cloud	31.6M	27.5	29,700	Trend-following filter
8	SMA Crossovers	30.8M	27.3	30,050	Simple MA signals
7	EMA Crossovers	30.2M	27.2	30,040	Faster moving averages
15	Sentiment Analysis	27.8M	26.9	29,950	News/social signals
18	Accumulation/Distribution Line	27.1M	26.9	30,100	Volume-weighted sentiment
19	Volume Spike w/ Trend Confirmation	26.9M	26.8	30,200	Spike + direction filter
17	OBV	26.8M	26.7	30,100	Price-volume flow
—	MR Base	24.8M	26.1	30,000	Baseline performance

🔐 Hidden Leveraging Techniques

Boost Performance Without Traditional Leverage

Micro-Rebalancing is already powerful. But what if you could turn up the heat—without borrowing money, using options, or risking margin calls?

These techniques exploit timing, cash positioning, and compounding velocity to gain leverage the smart way.

⚡ Strategy 1: The Phantom Stack

Use extracted gains to open a second MR position without touching your original one.

Example:

Original MR position in QQQ: $10K TA, $10K reserve
Extracted gains over time: $4K
Instead of increasing QQQ’s TA, use the $4K to open a new MR position in SPY or NVDA
Net effect: You’re now running two MR engines—one with proven profits

Leverage Effect: More exposure, no additional capital at risk.

💥 Strategy 2: The Accelerated Pair

Alternate gains between two assets to leapfrog exposure.

Position A gains → Reinvest profits into Position B
B gains → Reinvest profits back into A

This compound hopscotch lets each asset fund the other’s growth without needing more cash from you.

Leverage Effect: One position’s success accelerates the other.

🔁 Strategy 3: The Cascade Stack

Each successful MR cycle upgrades your cash reserve.

As you extract profits, allocate part to increase the reserve buffer beyond the minimum
When markets crash, you now have extra ammo to increase TA temporarily, extract more, and reset to your target

Leverage Effect: Temporarily spike exposure during ideal moments—using built-up reserves.

🎯 Strategy 4: Strategic TA Spikes (with Confluence Signals)

Stack your gains into TA only when simulations align (see Chapter 8).

When:

RSI + P&F + MACD + VIX say “go”
…you spike your TA by 25–50% just for the ride

Then:

Extract the gains
Return to base TA and restore reserve

Leverage Effect: Short-term controlled exposure using signal overlays. Precision leverage with risk contained.

📉 Strategy 5: Shadow Rebalancing with Income Extraction

Route extracted gains into income accounts or high-yield safe holdings while maintaining MR position.

MR keeps compounding
Extracted gains do double-duty—fund lifestyle or passive cash flow accounts (T-bills, CDs, fixed income ETFs)

Leverage Effect: You’re living off profits, not principal—without interrupting the system.

🔐 Bonus Thought: Time as Leverage

Micro-Rebalancing isn’t just compounding—it’s repeated opportunity capture.

The more you rebalance, the more entry points you get to layer returns. That’s temporal leverage. The system wins because it acts repeatedly, unemotionally, and logically—which no human can do naturally.

💻Sample Micro-Rebalancing Bot Script

🤖 Automating MR with Python

If you've ever wondered what it would take to automate Micro-Rebalancing, the VIP section at IndexRebalancing.com contains samples of fully automated Python scripts for several brokers.

(Python Pseudo-code)
# This script assumes access to brokerage API or simulated data
# For educational purposes only

# Configuration
TARGET_ALLOCATION = 10000 # User-defined investment level per position
TRIGGER_PERCENT = 0.01 # Rebalance threshold (1%)
SYMBOL = "QQQ" # Ticker to track

# Fetch current position and price (placeholders for actual API)
def get_current_price(symbol):
# Replace with real-time data API
return 270.50

def get_current_position(symbol):
# Replace with real-time portfolio API
return {
"shares": 37.0,
"cash": 2000.00
}

# Calculate current value
def calculate_position_value(shares, price):
return shares * price

# Rebalancing logic
def micro_rebalance():
price = get_current_price(SYMBOL)
position = get_current_position(SYMBOL)
value = calculate_position_value(position["shares"], price)
difference = value - TARGET_ALLOCATION

if abs(difference) >= TARGET_ALLOCATION * TRIGGER_PERCENT:
if difference > 0:
# SELL excess
shares_to_sell = difference / price
print(f"SELL {shares_to_sell:.2f} shares of {SYMBOL}")
else:
# BUY shortfall
shares_to_buy = abs(difference) / price
print(f"BUY {shares_to_buy:.2f} shares of {SYMBOL}")
else:
print("No action needed")

Run the script
micro_rebalance()

Here’s another simplified, broker-neutral version of the script. This logic runs on a loop, checking price movements and executing trades whenever a 1% movement from your Target Allocation (TA) is detected.

# Micro-Rebalancing Python Automation (Generic Version)

initial_cash = 1000.0

TA = initial_cash

shares = 0.0

cash = initial_cash

TA_adjustment = 0.5 # Use 1.0 for 100% TA

price = get_current_price() # Replace with your data source or API call

# Initialize the first buy

shares = cash / price

cash = 0

while True:

price = get_current_price()

value = price * shares

lower_bound = TA * 0.99

upper_bound = TA * 1.01

adj_amount = TA * TA_adjustment

if value < lower_bound:

shares += adj_amount / price

TA += adj_amount

elif value > upper_bound:

shares -= adj_amount / price

TA -= adj_amount

log_status(TA, price, shares) # Optional: log or print results

wait() # Delay, e.g., sleep(60) or align to data refresh

🛠 Robinhood-Specific Python Script

This version uses robin_stocks, Robinhood’s unofficial API:

import robin_stocks.robinhood as r

import time

r.login('your_username', 'your_password')

ticker = "SPY"

TA = 1000.0

TA_adjustment = 0.5

shares = 0.0

# Initial buy

price = float(r.stocks.get_latest_price(ticker)[0])

shares = TA / price

r.orders.order_buy_fractional_by_quantity(ticker, shares)

while True:

price = float(r.stocks.get_latest_price(ticker)[0])

value = price * shares

lower = TA * 0.99

upper = TA * 1.01

amount = TA * TA_adjustment

if value < lower:

qty = amount / price

r.orders.order_buy_fractional_by_quantity(ticker, qty)

shares += qty

TA += amount

elif value > upper:

qty = amount / price

r.orders.order_sell_fractional_by_quantity(ticker, qty)

shares -= qty

TA -= amount

print(f"TA: {TA:.2f}, Shares: {shares:.2f}, Price: {price:.2f}")

time.sleep(60)

🏦 Interactive Brokers (IBKR) Script Skeleton

IBKR’s API requires ib_insync. This is a basic layout to adapt MR logic.

from ib_insync import *

import time

ib = IB()

ib.connect('127.0.0.1', 7497, clientId=1)

contract = Stock('SPY', 'SMART', 'USD')

ib.qualifyContracts(contract)

TA = 1000.0

TA_adjustment = 0.5

shares = 0.0

# Initial buy

price = ib.reqMktData(contract, '', False, False).last

shares = TA / price

ib.placeOrder(contract, MarketOrder('BUY', shares))

while True:

ticker = ib.reqMktData(contract, '', False, False)

price = ticker.last

value = shares * price

lower = TA * 0.99

upper = TA * 1.01

amount = TA * TA_adjustment

if value < lower:

qty = amount / price

ib.placeOrder(contract, MarketOrder('BUY', qty))

shares += qty

TA += amount

elif value > upper:

qty = amount / price

ib.placeOrder(contract, MarketOrder('SELL', qty))

shares -= qty

TA -= amount

print(f"TA: {TA:.2f}, Shares: {shares:.2f}, Price: {price:.2f}")

time.sleep(60)

You’ll need a funded IBKR account and TWS or IB Gateway running. Customize logging and error handling as needed. This gives you pro-grade automation at scale.

📊 TradeStation (Web API or EasyLanguage)

TradeStation users can automate MR using the Web API with Python or their built-in EasyLanguage scripting.

Python Example (Web API outline):

Use REST API to fetch prices every minute
Submit buy/sell orders using POST /orders
Adjust TA dynamically based on account equity

Inputs: TA(1000), TA_Adjustment(0.5);

Vars: Value(0), Price(0), Shares(0);

Price = Close;

Value = Shares * Price;

If Value < TA * 0.99 Then Begin

Shares = Shares + (TA * TA_Adjustment) / Price;

Buy Shares shares next bar at market;

TA = TA + (TA * TA_Adjustment);

End;

If Value > TA * 1.01 Then Begin

Shares = Shares - (TA * TA_Adjustment) / Price;

Sell Shares shares next bar at market;

TA = TA - (TA * TA_Adjustment);

End;

🧩 M1 Finance Adaptation (No Code Needed)

M1 doesn’t offer direct scripting but supports auto-investment and dynamic targets:

Set SPY to 100% of your portfolio
Manually or automatically adjust contributions near 1% price dips
Use recurring deposits to emulate TA boosts
Rebalance manually when SPY rises

Not fully automated, but close enough for hands-off investors.

🪙 Wealthfront: Passive MR Approximation

Wealthfront operates as a robo-advisor:

Automatic tax-loss harvesting and daily rebalancing
MR-style logic baked in: it buys on dips, sells on surges
You can't directly code it, but can simulate MR behavior by:

Setting aggressive SPY allocations
Depositing consistently and rebalancing quarterly

⚠️ Automation & Script Disclaimer (Legal Notice)

DISCLAIMER: For Educational & Entertainment Purposes Only

The example script(s), pseudo-code, and any related automation tools provided on this website or in any supplementary material (including the books, VIP Toolkit and bonus sections) are strictly for educational and entertainment purposes only.

No script, code, or automation process shared on this site is intended to be used in live financial markets or integrated into any brokerage account or trading platform.

These examples are meant to demonstrate the underlying logic of Micro-Rebalancing (MR) in a controlled, hypothetical environment. They are not tested, audited, or approved for real-world execution and may result in unexpected behavior or unintended financial exposure if used improperly.

No Warranty, No Liability

We do not guarantee the accuracy, functionality, or results of any script or example.
We do not offer support or updates for these tools.
Use of any automation based on our examples is entirely at your own risk.
We are not responsible for any financial loss, missed opportunity, account suspension, or trading errors resulting from use or misuse of these tools or concepts.

Brokerage Policy Compliance

Always consult your broker’s terms of service before attempting to use any automated script or API integration. Many platforms prohibit automation or require pre-approval for programmatic trading.

Professional Advice Required

Nothing in these scripts constitutes financial, legal, or tax advice. You should always consult a licensed professional before making any investment decisions or integrating automation into your trading process.

By accessing or copying these scripts, you acknowledge and agree to the terms above.

💼 You are now officially a Micro-Rebalancer

You're not just ahead of the curve—you're defining it. Future tools, updates, and first access always start here.

🫡Welcome to the most elite level of modern investing.