UTI for Moderate Risk Portfolio Plan

The plan exited at one of the 3 reward stages. Note returns and percentages are calculated based on the levels executed only.

Autoplan allocation.

	Price	Shares	Cost	Returns
First Level
Buy	$8.44	Enable Channel	$3,332.42
Reward	$8.80		$3,476.22	$143.80
Risk	$8.07		$3,188.62	($143.80)
Cancel	$8.80

Second Level
Buy	$8.07	Enable Channel	$3,325.85
Reward	$8.44		$3,475.84	$149.99
Risk	$7.67		$3,159.56	($166.29)
Even	$8.25

1st Trade exit @ reward target				$0.00
Total Reward from all applicable channels				$149.99
Total Risk from all applicable channels				($469.52)

Third Level
Buy	$7.67	Enable Channel	$3,328.27
Reward	$8.07		$3,503.44	$175.17
Risk	$7.29		$3,161.86	($166.41)
Even	$8.05

1st Trade exit @ reward target				($143.80)
2nd Trade exit @ reward target				$0.00
Total Reward from all applicable channels				$31.37
Total Risk from all applicable channels				($945.37)

First Level

1:1.00
reward : risk
level reached 60.42%

Second Level

1:1.11
reward : risk
level reached 38.16%

Third Level

1.05:1
reward : risk
level reached 20.14%

10/5/2023 by David Viet in Consumer Defensive Type: Equities

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