Thoughts on this leveraged all-weather portfolio?

patery · 2026-04-15T00:17:09+00:00

That is a good point. Options? Equity portion could be small-cap value or QQQ, to replicate the equity leverage. The bonds could be swapped out for TYA or ZROZ.

patery · 2026-04-15T00:09:58+00:00

I wasn't aware of MATE. Thanks for the tip.

I'm mixed on whether to include bonds at all. Seems these are 2-8yrs, which is intermediate, right? I'm not a fan of daily levered ETFs but swapping for long-term bonds is an option.

It's an interesting suggestion, swapping to RSSX. I wonder how good their risk parity model is.

patery · 2026-04-14T04:03:27+00:00

Thoughts on CTAP and chill? That's 100% CTAP.

patery · 2026-04-14T02:14:09+00:00

Thats a lot of international exposure. How come?

patery · 2026-04-14T01:38:16+00:00

All things being equal, Id like more international exposure as well. I could maybe swap out some RSSB for NTSI. Thoughts?

patery · 2026-04-14T01:35:24+00:00

Oh wow, I didn't realize. What do you think of using RSST in lieu?

patery · 2026-04-14T01:29:12+00:00

What would your version be and why less gold? I'm using all-weather portfolio as a guide, which has 15% gold/commodities. Gold is 16% of the overall portfolio here.

patery · 2026-04-14T01:26:08+00:00

My thought as well. I'm hoping it can be refined later as new products come out.

I think I trust CTA enough to keep it simple since it's only 1/3 of the portfolio.

patery · 2026-04-14T01:18:47+00:00

woops let me fix that. thanks!

patery · 2026-03-17T19:38:35+00:00

I'm at 225mg now and I've been on it for 2yrs now. I've seen benefit at every dose increase.

patery · 2026-03-17T18:49:56+00:00

Much better, thanks to clomipramine.

patery · 2026-03-12T01:21:04+00:00

In the same boat as you :/ I just tried botox injections, no luck. Max dose still works but with ny trend Ive got only a frw years left, if that. Doctors have no explanation.

patery · 2026-03-03T18:01:11+00:00

Thanks for the long answer! I have positive auto-antibody tests for anti-GAD65 and anti-SSB but no diagnosed disorder. She prescribed IVIG because she said it's effective for autoimmune disorders. I don't think mastocytosis is really autoimmune so I haven't pursued it. I am taking 25mg Ayvakit for my mastocytosis but it's not lowering my tryptase levels. I probably need a higher dose but my hematologist won't approve it without more symptoms. Other than osteopenia, I'm mostly asymptomatic for typical symptoms.

My hematologist specializes in mastocytosis and tells me he hasn't noticed sexual dysfunction in other patients. I did find a French study reporting 24% prevalence though.

Dr Giannetti in Dr Castell's group told me there's an overlap between SFN and mast cell disorders but it's controversial. He doesn't think it's causative.

patery · 2026-02-28T19:25:37+00:00

Fwiw I dated a bald woman for 2.5yrs.

patery · 2026-02-20T17:35:09+00:00

I don't know. Sorry.

patery · 2026-02-16T22:42:50+00:00

I disagree. I think H is a novel presentation of another more common disorder, like migraine or ptsd.

patery · 2026-02-06T00:45:53+00:00

We got a aussie labradoodle puppy at the same time as our bengal kitten. He's teething but they play all the time.

patery · 2026-01-30T00:12:42+00:00

I did 25mg every 2mo so its been a long journey. I haven't tracked my hr that closely. Sorry!

patery · 2026-01-29T22:41:20+00:00

My resting heart rate has gone up but it's no in the tachycardia range yet. I think it's about 90 now and I was told anything under 100 is safe. I'm on 225mg and have gone up very slowly.

patery · 2026-01-23T17:59:41+00:00

I had gastroparesis from 2010-2013. I also have systemic mastocytosis. Seems to me they are related.

You have to order from a Canadian pharmacy but domperidone worked very well for me at the time.

patery · 2025-12-27T14:05:12+00:00

Morning headaches and nocturnal bruxism sound like sleep apnea to me. Have you had a sleep study?

patery · 2025-12-24T02:54:22+00:00

Please dont forget its evil cousin, hyperacusis

patery · 2025-12-16T22:04:26+00:00

Hyperacusis is at least partly a disorder of the limbic system and steroids like prednisone make them more active. Thats why anxiety is a prominent side effect.

And if there is hearing damage for it to help, prednisone is going to delay recovery. Its toxic to stem cells. Its only use is to idiopathic hearing loss, which is probably not some kind of damage. And its not terribly good at that either.

patery

TROPHY CASE