What a month. Again up over a percent and a half for the week. Minor changes today, going with a bit less gold. We’ll see if this is a good move or not. Gold is the hardest part of the portfolio to get right. On July 31st, 2020, the strategy rebalanced to:
48% SPY , 44% TLT , 8% GLD
Is gold hardest to get right because it’s less clear what to use for its long term return?
Yes