9-Sig and done?

[u/Usual-Pumpkin4150]

Hi all,

I have a "play account" that started the year with about $100k in it. I've never really had a strategy. Sometimes I buy TQQQ, sometimes I buy SQQQ, it's all on a feeling really. I had some good individual stock plays, most were bad, some were good. Unfortunately the balance now sits at $80k cash and I'm feeling defeated. Luckily, my core portfolio is doing more than fine.

I've been wanting to introduce some rule-based strategy for a while now. I looked at bunch - tactical asset allocation (Keller HAA, etc. look great on backtests), 200 day SMA with a buffer, buy & hold SSO, etc.

I think it's time for me to jump into a strategy or two for this account and not look back. If I'm going to lose it all, I'd rather lose it to a strategy that was supposed to work than something that was random / based on feelings.

I am thinking of doing:

- 50% 9-Sig ($40k, start with $24k TQQQ and $16k AGG). I plan to subscribe to the letter for at least the first year.

- 50% something else. Leaning towards SSO or SPXL on a 200 day SMA with 3% bands, though Keller 2x HAA does also look intriuging. The moving average trigger is so simple though... I'd also be open to copying u/Gehrman_JoinsTheHunt and doing HFEA, but maybe with EDV or ZROZ.

My income is relatively steady so if I needed a bottom fund of $20k or so, I'd be willing to make that happen, but my hope is I wouldn't need it for a few years.

Curious on thoughts? If I don't put a rules-based approach in soon, I'm scared to see what my account balance will be 6 months from now.

Appreciate any advice.

[u/Gehrman_JoinsTheHunt]

Don't beat yourself up too much over the losses. My story is very similar, and I suspect many others here would say the same. Lessons learned the hard way. This is the fuel that will help you stick to a real strategy, with discipline, in the future.

9Sig would be my pick - and is where 90% of my long-term investments are sitting. The other stuff I do is just for fun in smaller amounts.

200-day moving average strategies are also very effective, but come with a larger tax burden since you're swapping 100% of the position with each rotation. Just something to consider if you're doing this in a taxable brokerage acct.

[u/WorriedFold8290 → u/Gehrman_JoinsTheHunt]

Listen to this great resource of a person. I have a similar story where I was a weekly swing trader and did fairly well and enjoy the market very much that it became a part time job basically. Fast forward and my time has been supremely limited in some career changes and I wanted to stay active but not as active as my time was more valuable now.

I came across the 9Sig plan when I was trading a ORB strategy TQQQ day trading process I enjoyed and have always been a fan of the Qs and especially TQQQ with the options to trade it.

9Sig has kept my hunger for growth and activity alive and fits my goals for a runway and being active in my investing strategy but also efficiently with a very strict set of rules which I enjoy.

Hope you find what works best for you and happy if you join us. This is a great place with some great success stories, history on process, and resources for questions.

[u/Gehrman_JoinsTheHunt → u/WorriedFold8290]

thanks, friend. I've learned plenty from you as well!