How to Use The Kelly Letter Signal Calculator

Kelly Letter subscriptions include access to the signal calculator on the premium subscriber site.

Use it to generate your own quarterly Sig system signals using price change only. No guesswork or pundit opinions required.


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8 Comments

  1. Peter Hallman
    Posted April 18, 2020 at 4:54 am | Permalink

    The 4/17/2020 YouTube calculator video shows a final allocation of 90/10 after the quarterly adjustment for the 3sig. The Kelly Letter of 4/12/2020 shows a current allocation of 100/0 for the 3Sig. Why the difference?

    • Vin
      Posted April 18, 2020 at 5:35 am | Permalink

      I thought 3Sig is always 80/20, so why is it 90/10 or 100/0?

      • Posted April 19, 2020 at 4:33 pm | Permalink

        No, the base reset of 3Sig is 80/20. The plans do not go back to their base resets every quarter. They reset to their signal lines in most quarters. The base resets are for beginning the plans and then triggered again when certain conditions are met.

    • Posted April 19, 2020 at 4:32 pm | Permalink

      The video does not use data from the most recent quarter of the letter. It is for demonstration purposes only, and intended to remain evergreen.

  2. cheyann browning
    Posted April 18, 2020 at 3:02 am | Permalink

    Very good, Thanks

  3. Vin
    Posted April 18, 2020 at 1:07 am | Permalink

    Thanks for the video Jason. some questions

    1. Why did you not reset the allocation to 80/20 eventually ? I thought thats the goal for the allocation for 3 sig, 80/20?
    2. In the last step, desired fill price, is that for stock or bond??
    3. How do you keep track of the total money you get from dividends in the quarter so that you keep transferring them into the bond? Do you keep a separate list?

    Lastly you might want to link this video from the calculator landing page to make it easier to find.

    Thanks.

    • Posted April 19, 2020 at 4:36 pm | Permalink

      You’re welcome. To your questions:

      1. Almost all quarters align the stock fund balance with the signal line. The base reset allocations, i.e. 80/20 stocks/bonds for 3Sig, are for starting the plan and when certain conditions are met only, such as the bond allocation exceeding 30%. In most quarters, you get your stock fund balance to the signal line.

      For more on this, please see The Quarterly Rebalance in the user guide on the help page of the subscriber site.

      2. The desired fill price is for the stock fund. Fill prices for the bond fund never matter.

      3. Your account history will show all distributions for the quarter, regardless of where they were deposited. You can specify for them to be deposited into your cash account rather than being reinvested, and then put them into your bond fund. Tally up all distributions and contributions for this field of the calculator.

      I had planned to link to the video from the calculator page. Thank you for confirming this idea, and please watch for it there!

      Happy Sigging,
      Jason

      • Vin
        Posted April 20, 2020 at 11:42 pm | Permalink

        Thank you for your reply Jason

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