6 Sig uses a base allocation of 60% MVV Midcap 400 40% Schwab Bond SCHZ
9 Sig uses a base allocation of 60% TQQQ 40% AGG
The buying throttles on both the 6 Sig and 9 Sig is 90%.
A reset to the base allocation occurs when the bond balance is signaled to reach 0%. i.e. 100% stocks. In essence when a quarterly buy signal would take all of the bond balance into the stock fund, it is overridden and reset to 60/40.
It does target 6% and 9% quarterly with the excess going to the bond fund.
Jason also uses a “30 Down, Stick Around.”
I believe he uses SPY for IJR and MVV and TQQQ for 9 Sig.
“Stick Around” is triggered when the quarterly closing price of SPY (TQQQ) falls 30% from its quarterly closing price high within the past two years. Stick around means you ignore the next four sell signals. In a row or not, you ignore them. You exit this mode and resume the regular plan after you have ignored four sell signals OR two years have passed.
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