Hi LS,
Interesting gold chart going back to 1800! One thing that could happen is a blow-out of the gold price to $2000, maybe even higher.
Your Gilt/Cash strategy is nice, would it not be easy to use AIM(letting the dividends go into cash) or use a ladder with the initial Gilt % determined by your log scaling (18% - 2%)?.
Another to add to this mix could be IUKD.(div % 3.89% currently)
Lately my thoughts were to use IUKD to add to IDVY. Both seen as large value building blocks.
Apart from my real machines, several virtual machines were maintained for building blocks needed for diversification. These virtual machines will give me entry prices when to add 10% real to virtual shares. At the moment it seems to be un-wise to start a new machine, although Lichello said you can always do it.
Kind Regards, K
