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30-Down Rule INACTIVE

-21.7% Drawdown

TQQQ is down 21.7% from its 8-quarter peak of $92.40 (Trigger threshold is 30.0%). Standard 9% quarterly signal rebalancing applies.

8-Quarter High recorded on 2024-07-16

TQQQ Price ($)

AGG Price ($)

8-Q Peak ($)

Quarterly Rebalance Recommendation

Calculated against the 9% Signal target line and available cash reservoir.

BUY $3,845.17 TQQQ

Target Signal Line$61,314.28Formula: 1.09 × Baseline ($54,600.25) + 50% contribution

Current TQQQ Holdings$57,469.11-$3845.17 below signal line

Total Portfolio Balance$93,939.17Allocation: 61.2% TQQQ | 38.8% AGG

Execution Details

Step 1: BUY TQQQ

53.13 shares ($3845.17)

Calculated at market price $72.37 / share

Step 2: SELL AGG (Withdrawal)

39.64 shares ($3845.17)

Calculated at market price $97.00 / share

Trade Breakdown By Account

Account #1 (Combined Trad + Roth) - Traditional

• Buy 39.56 TQQQ shares ($2862.80)

• Sell 29.51 AGG shares ($2862.80)

Account #1 (Combined Trad + Roth) - Roth

• Buy 12.14 TQQQ shares ($878.85)

• Sell 9.06 AGG shares ($878.85)

Jay (Personal Brokerage)

• Buy 1.43 TQQQ shares ($103.52)

• Sell 1.07 AGG shares ($103.52)

Portfolio & Multi-Account Settings

Manage your accounts, independent per-account quarterly contributions, share counts, and cost basis.

Account #1

Quarterly Contrib:

Traditional IRA / 401(k) Sub-Account

TQQQ Shares

TQQQ Cost Basis ($)

AGG Shares

AGG Cost Basis ($)

Roth IRA Sub-Account

TQQQ Shares

TQQQ Cost Basis ($)

AGG Shares

AGG Cost Basis ($)

Account #2

Quarterly Contrib:

TQQQ (Stock Sleeve)

Total Shares

Avg Cost Basis ($/share)

AGG / Bonds (Cash Reservoir)

Total Shares

Avg Cost Basis ($/share)

Account #3

Quarterly Contrib:

TQQQ (Stock Sleeve)

Total Shares

Avg Cost Basis ($/share)

AGG / Bonds (Cash Reservoir)

Total Shares

Avg Cost Basis ($/share)

Account #4

Quarterly Contrib:

TQQQ (Stock Sleeve)

Total Shares

Avg Cost Basis ($/share)

Total Investment: $1,522.93

$-8.79 (-0.6%)

AGG / Bonds (Cash Reservoir)

Total Shares

Avg Cost Basis ($/share)

Total Investment: $1,015.34

$-0.52 (-0.1%)

9% Target Calculated From:Standard 9Sig compounds 9% from baseline cost basis.

Total Combined Contribution ($)

3,600

Auto-Summed

Sum of all accounts. 50% ($1,800) is added to target line.

Exact Target Signal Line ($)

Optional manual override for exact prior quarter target.

Minimum Bond Reserve Floor (%)Safety threshold to prevent draining AGG.

30-Down Protection: Past 8-Quarter Peak History

Tracks TQQQ high prices across the past 8 quarters against the 30% Down risk threshold.

NORMAL OPERATIONS (-21.7%)

8-Quarter Peak High$92.40

30% Down Trigger Threshold$64.68

Current TQQQ Price$72.37

Current Allocation Breakdown

Target: 60/40 Split

TQQQ Share61.2%

AGG Share38.8%

4-Quarter 9Sig Growth Trajectory

9% Compound / Qtr

Projection assumes mechanical execution of the 9Sig signal line each quarter, incorporating compounding and configured quarterly contributions.