Hi Ls,
This week was a good week for gold! Shares and gold now over 25% in my PP, cash and LT bonds below 25%.
Also this week the confusion about interest rates, should they go up(Yellen) or maybe not. Interesting things happening.
Added also a bit of silver to the PP gold, to see if it improves vol. Same thinking about deutsche 0% bunds for vol improvement.
I have a home (without mortgage), so imputed rents are enjoyed. The home is also energy positive. In my UBA are reit funds and seperately the GPR100 index is AIMed.
You explained not having LT bonds. Maybe there is a use for them in the case of a equity-crash.
Looking at the Talmud portfolio, business(stocks), land(home+reits), reserves (PP, bonds, cash), all are there maybe not in the 1:1:1 ratio. There is a feeling that more gold would be good!
K
