Wow. 100% physical gold and silver. And I thought I was extreme for having about 25% in physical PM's as well as commodity / basic materials (adding more on big dips like now), and keeping a good 30% in non-dollar stuff (like diversified foreign stock funds).
A few ideas -- I've been investing pretty seriously for over 30 years.
1). The folks who say to diversify are right. In 20 years, HINDSIGHT might let you say "I should have done 'X', but predicting economics is so difficult that the field is called "the dismal science". Hint: that label is not an accident -- despite the bazillion talking heads who make a living touting things since apparently they can't live on their magnificent personal investment returns.
2). One thing you can do is have a core position in gold/silver related miners, and sell options "around the edges" to earn some pretty decent income. I use GDXJ for this, as it moves a lot and brings in pretty fat option premiums. This requires patience and self discipline, but clearly you are used to your portfolio vascillating wildly in value -- so this could be fairly easy for you.
3). Another thing you can do is take advantage of relative asset swings. Look how far GDXJ has come down compared to GLD, for example. I am patiently, gradually selling GLD and buying GDXJ as GDXJ gets cheaper relative to GLD. Selling PUTs below GDXJ and calls above GLD on an amount I'd like to move just adds gravy to the mix. At the end of the day, both are precious metals investments. On a day like Friday 6/1, when gold and silver soar -- both GLD and GDXJ advance strongly.
4). Aside from easing into some junk bonds (gradually) -- I'd be REAL leery of U.S. treasuries. You get almost no return, from a fundamentally bankrupt (financially and morally) country. After real world inflation, I suspect you get a negative return. Not much to like there. At least with quality Junk bond ETFs, you get some serious yield and a reasonably short (generally sub 5-year) duration, so you are being well paid for your risk. And over time, these have about half the volatility of the stock markets. JNK is my vehicle of choice, due to having a decent options trade.
5). I like things that pay me yield and are real likely to survive, barring total collapse. My favorite ETF, which almost everyone else hates via ignorant posts from "financial journalists" is AMLP. This physical ETF holds an index of 25 solid midstream MLP's (AMZI Index) which are extremely recession resistant and strongly tend to grow their dividends over time. They transport energy. The need for THAT is NOT going away barring total collapse, peak oil or not. Look how these companies performed (earnings and dividend wise) during the collapse/panic in 2008-2009. Solid as a rock, given the financial conditions.
6). I like to GRADUALLY buy high quality, low cost, diversified funds while everyone else is panicking. Yesterday, I sold July 34 PUT options on some VWO (Vanguard Emerging Markets ETF). Also some Sept. 30's. If people want to gradually dump great funds like this on me as the markets panic - thank you very much. I'd be very happy to GRADUALLY buy such funds all the way down. VGK is another example for the long term. Eventually, the dividends will be very rewarding as you wait for a recovery.
7). I like to leave roughly a third to half of my overall portfolio in cash or near cash. Today, something like an AXP or ING internet bank account yielding nearly 1% and FDIC insured is a nice place to park liquid cash. You NEED liquid cash to meet expenses, to sleep at night (IMO), and most importantly -- to be able to BUY cheap assets when most of the world is selling them in a panic.
I actually do what I suggest, just like Warren Buffett. Also like Warren, I make NO promises about how things will turn out. Longer term though, this kind of thinking, with patience and discipline has worked just dandy for me.
Good luck with your investments.