I have been using Diamond sg131 as my main portfolio for several years. Under the new numbering scheme and portfolio structures, the closest portfolio is Diamond|Onyx 65|35 sg265 – I now consider this my long term portfolio.
The guidance for reducing account aggressiveness is "Box #3 Portfolio Shift: -1,” which appears in the middle of page 1. It indicates that I should use the model portfolio one step less aggressive, which is Diamond|Onyx 50|50 (sg250).
The guidance for Box #2 is 20%. For this account, I always have at least 2% cash in Box #2, so I increase it to 22%. Using this information in the Shares-to-Trade worksheet linked to the pdf, I get the following:
Please contact me with questions.