Update...... +50% YTD... 48% Stock... 52% Cash when I snapped that photo... Sold out my bank stock that was in a proxy fight and rode that to a fantastic profit, but PE is over the moon so I've now switched over to 2 precious metal stocks as I believe inflation has a much longer run ahead and these should do well... I like the arguement if you use the same CPI as they did in the late 70's and eary 80's, infaltion year over year is actually +15.5% not +7.9% as reported... Curently 87% Stock and 13% Cash with both new positions combined... Best regards to all on the board... "Profit from your ideas"