Adjusting the Cash Level
Change the value in Box #2 of the Shares-to-Trade worksheet.
- Increase the value in Box #2 to reduce aggressiveness.
- Decrease the value to increase aggressiveness
Remember to always have at least 3% in Box #2. In environments with big price swings (like the Corona Crisis), it should be higher, say, 5%.
Switching to a Different Model Portfolio
You can also select a different model portfolio.
On the scatter diagram...
- Model portfolios on the right of the chart are more aggressive
- Model portfolios on the left are less aggressive
On the list of model portfolios...
You can reduce aggressiveness by switching to the target weights of the model portfolio lower on the list.
You can increase the aggressiveness of your account by switching to the model portfolio higher ont his list.
The switching model portfolio option makes more sense outside of crisis when you simply want to adjust the aggressiveness of your portfolio over the long term.
Please contact me with questions.