The journey to Stars began 40 years ago
I was searching for a fixed-rule investment model with a proven track record that could outperform the S&P.
🔹 20 years ago, I discovered the idea that would become the foundation for the Stars model.
🔹 1 year ago, Stars finally had all three core elements in place.
🔹 6 weeks later, a spreadsheet optimized the rules—and that’s when Stars started teaching me.
Here’s what I learned:
✅ Average sales at rebalancing = just 12% annually → 8-year turnover
✅ That long-term buy-and-hold behavior implies near 100% accuracy and near zero real risk
✅ Near-zero risk lets you choose the best version: 40/60
• Rebalance to 40% TQQQ — unless TQQQ is down 40%, then rebalance to 60% TQQQ
Then something remarkable stood out:
🌟 The 5- and 15-year returns were consistently strong — enough to project returns 19 percentage points above the S&P
📉 With the average investor underperforming the S&P by 5 points, that’s a 24-point advantage using the Stars 40/60 version.
And now?
🚀 The 40/60 Stars model has outperformed the best ETF of the past decade by 10 percentage points per year.
My next mission: to spread the word — through my book and 100+ blog posts on the website.
👉 Discover Stars for yourself: