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Re: None

Thursday, 01/18/2018 12:32:45 PM

Thursday, January 18, 2018 12:32:45 PM

Post# of 4668
Queen Bee GLD Holdings.

GLD is the long run pick among: GLD, TIP, TBX, JNK, LQD, IEF and SJB.

Furthermore, GLD is 18/18 against the six over three different short-run comparisons.

A perfect Summer day with a temp of zero.

The 18/18 call for a 46% share of the portfolio + a 4% GLD short-term trading account for a whopping 50% of the portfolio.

Other holdings are PST @23% and TLT 6%, XIV 1% and DUST 1%, with the balance in cash.

However, I'm picking up a possible queen bee shift from GLD to PST so GLD has been cut to approximately 40% and PST increased to 32%. If the trend continues I'll be cutting back other GLD and TLT on a daily basis adding the proceeds from TLT to cash, and the proceeds from GLD rolled into PST.

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