The idea behind this post and my portfolio is I'm adding to the robustness of the HBPP structure by adding trend-following global equities. This allows me to increase the equity slice without making the whole portfolio more risky that a regular HBPP.HappyMan wrote:BTW, why add TLT, GLD, and cash to the mix? For example, some analytics say that GLD will go down for a good while.
Currently,
10% gold / platinum / agricultural commodities
10% cash
30% bonds (but medium duration, not long)
50% equities
As far as gold... the only function of gold is to embarrass people who try to guess what the price will be, as far as any of us here can tell. I don't think it's a worthwhile activity, beyond the amusement factor.