Hi LS
Indeed owning a home and collecting imputed rent, which can be twinvested or synchrovested to increase this benefit, is a very nice thing.
The total 'cash' set for me: hard cash(some tax benefits), soft cash, gold, bond funds, PP. Each item in this set will be AIMed by default or rebalanced. When needing cash to add to an equity position take some from somewhere in the set, maybe executing a rebalance as well. No percentages for each item in the 'cash' set currently, the PP is the largest part. There is still work to do for me in relation to cash. I find the definition of equity easier somehow. The risk in relation to equity is handled by AIM. Utilize the cash when equity goes doen. When the market drops, the government will step in to protect the pensionfunds etc. At this moment Brussels want to issue Europe bonds for Energy and Defense.
So there seems to be a level of protection there. Somehow AIM's signals seem to get more 'valuable' and turnarounds seem to be faster, compared to for example 2008/2009 when the QE technology was not fully developed yet. Lately we go from crisis to crisis, where the previous crisis is not yet closed, a kind of crisis acceleration. That could be good for gold.
Best,K
