Plan / Sizing
Set target portfolio capital, assign weights, and see how many lots/shares you can buy.⚠ Cash ledger belum ada (Phase 6). Target capital dimasukkan manual.
Buy fee IDX: 1500% | Tax IDX: 100000% | Tax US: 100000% | Cost basis: AVERAGE
🇮🇩 IDX Plan
Total weight:100%
| Ticker | Weight | Lots | Shares | Capital Used | Fee | Leftover | Gross Div | Net Div |
|---|---|---|---|---|---|---|---|---|
| BBRI⚠ | 14% | 0 | 0 | Rp0 | Rp0 | Rp280.000 | Rp0 | Rp0 |
| BBCA⚠ | 14% | 0 | 0 | Rp0 | Rp0 | Rp280.000 | Rp0 | Rp0 |
| BMRI⚠ | 14% | 0 | 0 | Rp0 | Rp0 | Rp280.000 | Rp0 | Rp0 |
| ICBP⚠ | 14% | 0 | 0 | Rp0 | Rp0 | Rp280.000 | Rp0 | Rp0 |
| TLKM | 14% | 1 | 100 | Rp263.395 | Rp395 | Rp16.605 | Rp22.355 | Rp20.120 |
| PTBA | 14% | 1 | 100 | Rp239.359 | Rp359 | Rp40.641 | Rp11.305 | Rp10.175 |
| ITMG⚠ | 16% | 0 | 0 | Rp0 | Rp0 | Rp320.000 | Rp0 | Rp0 |
| Total | Rp502.754 | Rp30.295 | ||||||
⚠ BBRI: 1 lot costs Rp296.000, above your Rp280.000 allocation. Increase capital or pick a cheaper stock.
⚠ BBCA: 1 lot costs Rp627.500, above your Rp280.000 allocation. Increase capital or pick a cheaper stock.
⚠ BMRI: 1 lot costs Rp413.000, above your Rp280.000 allocation. Increase capital or pick a cheaper stock.
⚠ ICBP: 1 lot costs Rp697.500, above your Rp280.000 allocation. Increase capital or pick a cheaper stock.
⚠ ITMG: 1 lot costs Rp2.450.000, above your Rp320.000 allocation. Increase capital or pick a cheaper stock.
🇺🇸 US Plan
Total weight:100%
| Ticker | Weight | Shares | Capital Used | Leftover | Gross Div | Net Div |
|---|---|---|---|---|---|---|
| SCHD | 20% | 0.6007 | $20.00 | $0.00 | $0.63 | $0.57 |
| DGRO | 20% | 0.2569 | $20.00 | $0.00 | $0.38 | $0.34 |
| O | 20% | 0.3048 | $19.99 | $0.01 | $1.00 | $0.90 |
| ABBV | 20% | 0.0771 | $20.00 | $0.00 | $0.53 | $0.48 |
| JEPI | 20% | 0.3521 | $20.00 | $0.00 | $1.62 | $1.46 |
| Total | $99.99 | $3.75 | ||||