Assuming TLT hits 80, what sized position do you take here?

2023-10-26

$iShares 20+ Year Treasury Bond ETF(TLT)$ Assuming TLT hits 80, what sized position do you take here? It feels like my 1-3% rule shouldn't factor in as it is not a single equity.

I took a position in commodities some time back through GSCI and was comfortable at around 6%.

Bonds have had a very low % in my portfolio (other than very short or money markets which currently hold around half my money as a cash alternative).

The traditional 60/40 I am not comfortable with.....

Time to buy treasury as Ackman close short position?

Bill Ackman, who short on long-term US bonds, tweeted on October 23 that he had closed his position, and said the high yield of long-term US Treasury bonds was unsustainable. ------------ Is it time to buy the US treasury? Are you bullish or bearish on treasuries?

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