50% Stocks/50% Bonds

I can't believe what I am currently doing

When I had my nervous breakdown, and hit a big homerun in ES

I just went 50% SPY and 50% BND

never had to worry about anything

bet a small amount on baseball on a hot summer night

and the over/under on hockey on a cold winter night

nothing life changing

then the 10 year hit 126, and it had been a good ride up, and I didn't want to ride it back down

first thing I did was re open an account at ib and started trading again, then kept selling more and more bonds and buying more and more stocks

and also some GLD, tried to keep my S&P to GLD ratio 10 to 1

now here it is two years later, and I am just liquidating and going back to a diversified ETF strategy of 50% stocks and 50% bonds

(No doubt about it, the trading account keeps me happy and busy)

But long term, it is hard to guess

so here I am buying bonds at 132 which I sold at 126

just to get back to 50/50

 

true, when rates rise, I won't get hurt in cash, but everyday I look at that cash account, and it's the only thing I know for certain. Just like clockwork, adjusted for inflation it loses money everyday.

Where does a man in my condition go?

Right back to 50% stocks, 50% bonds

It really helps if you trade on the side