Replies to post #42778 on A.I.M. Users Bulletin Board (AIMUSERS)

[JDerb]

Hi Clive..

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.

Hope this helps.

Take care.

Jon