As of 9/9/19

1.55%

Here’s What I’m Worried About. 

And It’s Not a Recession

A rout in the hyper-inflated bond market can blow up everything at this point.

DYI: 

There is no doubt in this bloggers mind that the U.S. during the next recession driven into negative rates.  A mild recession that I’m anticipating will push down [interest rates] T-Bills and T-Notes up to 5 years in length into the negative territory.  This will push up in price significantly precious metals and especially with silver undervalued as compared to gold as noted by the Gold /Silver Ratio.

 

As of 9/9/19

84 to 1

I’m hoping that silver will take a tip in price so that I can expand my position.  If precious metals are back in a bull market – as I believe they are – then dips in price will be violent but just long enough in time to chase out the early bird investors.  The value players – those who follow this blog – will use these moments to expand their positions!  

Updated Monthly

AGGRESSIVE PORTFOLIO - ACTIVE ALLOCATION - 09/1/19

Active Allocation Bands (excluding cash) 0% to 50%

73% - Cash -Short Term Bond Index - VBIRX

27% -Gold- Global Capital Cycles Fund - VGPMX **

 0% -Lt. Bonds- Long Term Bond Index - VBLTX

 0% -Stocks- Total Stock Market Index - VTSAX

[See Disclaimer]

**Tocqueville Gold Fund TGLDX is a pure play 100% junior gold mining gold fund.  Vanguard's Global Capital Cycles Fund maintains 25% in precious metal equities the remainder are companies they believe will perform well during times of world wide stress or economic declines.  

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