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.