Does anyone know of any quantitative way to make this decision?You might look at some of the bond yields or how far above or below they're trading relative to par value, some treasuries are at near historic lows, which would suggest that the capital appreciation has done at it can do.My inclination would be to take your profits and maybe go 50% cash/ 50% cheap stocks with a maximum of 25% stock. You'd get the security of money market for 1/2 of the money (although the return is about 3%) and have a hedge against the bonds getting clobbered if/when people leave bonds for stocks.You might consider a very small portion of the money in high yields, their spreads to treasury are enough (in my eyes anyways) to justify taking on some of the that credit risk. I have about 5% in high yields in a fund atm.- FjordReject
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