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

$iShares 20+ Year Treasury Bond ETF(TLT)$ 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.....

# US Stocks Opportunities

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