No longer a ZROZ, bonds matured

Sold my 25+ year Treasury Zero Coupon ETF (ZROZ) @ $86 yesterday, ~7% gain. Will buy back in the low 80s (this treasury move has been parabolic!).

Also, Waste Management bonds matured. Total Return on those guys 24% over 3 years.

New long -- Zero & Monsanto

Monsanto, the global leader in agriengineering, is on sale. I picked some up at 54.59. It's got a 2% yield. It's at decade lows.

I also picked up some treasury zero coupon bonds (strips) in the Pimco ZROZ ETF. Price $80.23.