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If you have $100k for this trade, a good allocation might be:40% TBF30% DLBS10% TLT (short)10% TBT options10% TLT bearish call spreadI agree that TLT put options would be the best thing with regards to efficiency and tracking error, but premiums are pretty high; a January 2014 $120 TLT put costs $15, meaning TLT would have to drop to $105 just for you to break even.Your account information .
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Although stocks are reaching the highs reminiscent of 2000 and 2007, the levels were artificially