Gyroscopic Investing

I have a adjusted € PP:
Strategic Bond allocation: 30 % consist of:
75 % iShares € Government 15-30 years Bond & 25 % ZROZ.
Current allocation : 30,2%
I just checked: YTD : 25 % up 

Reading the reactions: we just don't know, do we ?
Alright: I just stick to the PP strategy, close my eyes and do nothing. My next calculated evaluation is oktober first.

TLT NAV: 126.30
This discussion took place in August when TLT was trading at 117.50.
What now?

buddtholomew wrote: TLT NAV: 126.30
This discussion took place in August when TLT was trading at 117.50.
What now?

What now? The same as always: buy and hold until a rebalancing band is hit. Actually, I started the year with my TLT portion a bit underweight. As for the future: who knows?

goodasgold wrote:

buddtholomew wrote: TLT NAV: 126.30
This discussion took place in August when TLT was trading at 117.50.
What now?

What now? The same as always: buy and hold until a rebalancing band is hit. Actually, I started the year with my TLT portion a bit underweight. As for the future: who knows?

TLT is up approximately 27% YTD, but I am well within tolerance at only 24%

I find myself in this position alot as I contribute to the lagging assets. When they move up, the gains can be quite dramatic. Difficult to stand idle and watch them evaporate without any action.

I have a portion of LTTs in an IRA that I would like to exchange to gold at year's end. This transaction would provide some diversification within the tax-deferred account.

No one knows...

Just outstanding.Outstanding !!!!!

annieB wrote: Just outstanding.Outstanding !!!!!

Yes, without a doubt. I need to rebalance, and the abundant TLT harvest of last year is the main candidate to draw down in order to buy more gold.

My dilemma is that the TLT is held in a traditional IRA. I would rather buy physical gold rather than buy into a gold IRA ETF, but I don't see an easy alternative. Cashing in the TLT would send me into a higher tax bracket.

But I have faced worse alternatives in my life. 

goodasgold wrote: My dilemma is that the TLT is held in a traditional IRA. I would rather buy physical gold rather than buy into a gold IRA ETF, but I don't see an easy alternative. Cashing in the TLT would send me into a higher tax bracket.

How does selling TLT put you in a higher tax bracket if it's held in a traditional IRA? Or did you mean that it's held in a taxable account? If it's the latter, a good move might have been to split up the rebalance over two calendar years... not that that is any big help now.