Understanding the Stars Model: Choosing the Right Version for You

The Stars model uses two numbers:

• The first is the % of TQQQ you typically rebalance to.
• The second is the % of TQQQ you rebalance to if it’s down 40% from the prior year-end.

Key Versions:

• 20/40 – Featured in my book, delivering 2x the S&P’s performance over 26 years.
• 10/20 & 10/40 – Great for beginners learning to rebalance in market corrections.
• 10/10, 20/20, 30/30 – Ideal for funds looking to boost portfolio performance by 5-14%.
• 40/40 & 40/60 – Top performers, beating the best ETFs by 6-8% over the past decade.

Full results are available at leeekholm.com under Stars results.