[steadicat]

Actually the portfolio is bonds, an index fund, and only a small fraction in a commodity and one stock. You could argue that I should keep the individual stock out of it. But the rest of your argument is just straw man.

[tptacek]

Here's the portfolio:

  55% Bonds (BND)
  15% ARM (ARMH)
  15% Oil 2X (UCO)
  15% Small-Cap Stocks (VB)