{"url":"https://etfiq.com/models/strategies/sixty-forty/","section":"models","title":"60/40 with rebalancing bands: Rules and Record | ETFIQ","description":"60/40 with rebalancing bands: the rule, what it holds at the Nov 3, 2026 close, its signal and its paper record. A hypothetical ETF strategy.","as_of":"Nov 3, 2026","structured_data":[{"@type":"WebPage","@id":"https://etfiq.com/models/strategies/sixty-forty/#page","name":"60/40 with rebalancing bands: Rules and Record","url":"https://etfiq.com/models/strategies/sixty-forty/","description":"At the Nov 3, 2026 close 60/40 with rebalancing bands is risk on and holds SPY 61%, AGG 39%. Hypothetical back-test since 2010: +9.5% a year against AOR\u2019s +7.6%, deepest fall \u221221.2%.","dateModified":"2026-11-03","isPartOf":{"@id":"https://etfiq.com/models/strategies/#page"},"publisher":{"@id":"https://etfiq.com/#org"}},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"ETF Models","item":"https://etfiq.com/models/"},{"@type":"ListItem","position":3,"name":"Strategy Lab","item":"https://etfiq.com/models/strategies/"},{"@type":"ListItem","position":4,"name":"60/40 with rebalancing bands","item":"https://etfiq.com/models/strategies/sixty-forty/"}]},{"@type":"WebPage","name":"60/40 with rebalancing bands: Rules and Record","description":"60/40 with rebalancing bands: the rule, what it holds at the Nov 3, 2026 close, its signal and its paper record. A hypothetical ETF strategy.","url":"https://etfiq.com/models/strategies/sixty-forty/","dateModified":"2026-11-03","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".lede"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":1968,"truncated":false,"content":"ETFIQ / ETF Models / Strategy Lab / 60/40 with rebalancing bands \n \n Data as of Nov 3, 2026. Rebuilt every trading night.\n 60/40 with rebalancing bands\n Hold 60% US stocks and 40% bonds. Trade back only when a holding drifts 5 points from its target.\n At the Nov 3, 2026 close 60/40 with rebalancing bands is risk on and holds SPY 61%, AGG 39%. Hypothetical back-test since 2010: +9.5% a year against AOR\u2019s +7.6%, deepest fall \u221221.2%.\n Hypothetical. No money is invested.\n What it holds at the Nov 3, 2026 close Fund Name Weight \n SPY SPDR S&P 500 ETF Trust 61.5% \n AGG iShares Core U.S. Aggregate Bond ETF 38.5% \n The rule\n Hold 60% US stocks and 40% bonds. Trade back only when a holding drifts 5 points from its target.\n 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 close.\n The universe is 2 funds; the benchmark is iShares Core 60/40 Balanced Allocation ETF (AOR).\n It trades when a weight drifts 5.0 points from its target.\n Source: ETFIQ baseline (2026). The 60/40 mix with a 5-point rebalancing band. ETFIQ.\n Computed by ETFIQ from Tiingo daily prices. Data sourced by Tiingo .\n Where to next\n Compare strategies Build your own How we test All strategies Investment committee \n Cite this page. ETFIQ, ETFIQ Strategy Lab, 60/40 with rebalancing bands, data as of Nov 3, 2026. https://etfiq.com/models/strategies/sixty-forty/ Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data .\n Other forms Plain ETFIQ, ETFIQ Strategy Lab, 60/40 with rebalancing bands, data as of Nov 3, 2026. https://etfiq.com/models/strategies/sixty-forty/ APA ETFIQ. (Nov 3, 2026). ETFIQ Strategy Lab, 60/40 with rebalancing bands. Retrieved from https://etfiq.com/models/strategies/sixty-forty/ Markdown [ETFIQ Strategy Lab, 60/40 with rebalancing bands (ETFIQ, Nov 3, 2026)](https://etfiq.com/models/strategies/sixty-forty/)","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ Strategy Lab, 60/40 with rebalancing bands, data as of Nov 3, 2026. https://etfiq.com/models/strategies/sixty-forty/"}