{"schema":1,"slug":"sixty-forty","name":"60/40 with rebalancing bands","group":"balanced","risk":"low","summary":"Hold 60% US stocks and 40% bonds. Trade back only when a holding drifts 5 points from its target.","hypothetical":true,"label":"Hypothetical. Back-tests and paper records are simulations for education: they are not live results, not investment advice and not a promise of future returns. Daily closes only; paper marks are taken after the close.","asOf":"2026-11-03","builtFrom":{"engine":"pipeline/modelhub/engine.py spec 1.15","scorecard":"pipeline/scorecard.py","rules":"data/strategies/rules.json","rulesVersion":"1","rulesSha":"ba68a51606b72a66","prices":"Tiingo daily closes, ETFIQ total-return index (pipeline/scorecard.load)"},"citation":{"authors":"ETFIQ baseline","year":2026,"title":"The 60/40 mix with a 5-point rebalancing band","venue":"ETFIQ"},"benchmark":{"ticker":"AOR","name":"iShares Core 60/40 Balanced Allocation ETF","from":"2010-01-04","link":"/funds/aor/"},"universe":[{"ticker":"SPY","name":"SPDR S&P 500 ETF Trust","class":"us-equity-broad","role":"US stocks, 60%","signal":null,"firstClose":"1993-01-29","launch":"1993-01-29","simulatedUntil":null,"halfSpreadBps":1.0,"spreadSource":"default for us-equity-broad (no spread on file)","premium":{"medianPct":0.0189,"p95Pct":0.0555,"note":"a premium or discount is already inside the close price the returns are built from; reported, not charged again"},"link":"/funds/spy/"},{"ticker":"AGG","name":"iShares Core U.S. Aggregate Bond ETF","class":"bond","role":"US bonds, 40%","signal":null,"firstClose":"2010-01-04","launch":"2010-01-04","simulatedUntil":null,"halfSpreadBps":0.5,"spreadSource":"AGG 30-day median quoted spread 0.01% as of 2026-11-02, half per side (iShares (fund page))","premium":{"medianPct":0.0265,"p95Pct":0.066,"note":"a premium or discount is already inside the close price the returns are built from; reported, not charged again"},"link":"/funds/agg/"}],"rules":{"op":"fixed_weights","params":{"weights":{"SPY":60.0,"AGG":40.0}},"rebalance":{"calendar":"threshold","bandPoints":5.0},"paperTradeTiming":"A band breach is seen at the close and traded at the next close, one day later than the back-test, which trades at the breach 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