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    5 years in - my Gold IRA journey and current thoughts on this market

    Key Takeaways
    • Hard to believe it's been five years since I first opened my Gold IRA.
    • I remember the anxiety, though.
    • I started with about $150k rolling over from an old 401k – definitely felt like a big chunk to put into one basket at the time.
    The 3-step rollover process explained

    Hard to believe it's been five years since I first opened my Gold IRA. I remember the anxiety, though. I'd been watching the market for a while, particularly after some volatility hit the steel industry back in 2018-2019, and thought, "you know what, physical assets make sense." Always understood commodities, but actually pulling the trigger on tangible gold for retirement was a whole different ballgame than just tracking iron ore prices.

    I started with about $150k rolling over from an old 401k – definitely felt like a big chunk to put into one basket at the time. Thankfully, I was in a good spot financially, so it wasn't my entire retirement, but still, a significant portion. Over the past five years, I've seen that initial investment grow to just shy of $230k and frankly, I'm pretty pleased with that. It's not the explosive growth of some tech stocks, sure, but it has been rock solid, especially through some of the weirder economic times we’ve had lately. The peace of mind alone has been worth a good chunk of that increase.

    Living here in Birmingham, you get a good feel for the industrial backbone of the country, and how interconnected everything is. When I hear talk about inflation or geopolitical instability, having that physical gold in a secure vault just makes sense to my old-school commodity brain. I even added another $25k to it last year when gold dipped a bit. Felt like a no-brainer buy. Are any of you guys feeling the same way about continuing to add to your positions?

    My biggest question going forward is how much more to allocate. I'm sitting on a pretty good percentage now, relatively speaking, but with the dollar showing some cracks and all the talk about BRICS nations pushing alternative currencies, part of me thinks the real run for gold hasn't even started yet. What are your thoughts on future price action, and what kind of allocation targets are you all generally aiming for in your own portfolios?

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    3 comments

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    steven_mitchell🏆Advanced (250-500k)

    Totally feel this. I'm coming up on my 4th year and remember that exact feeling of anxiety mixed with "this just makes sense." Mine was more spurred by tech stocks being all over the place back then. It's been a solid anchor in my portfolio, especially with all the ups and downs lately. Good to hear it's been working out for you too!

    Comments (3)

    5
    steven_mitchell🏆Advanced (250-500k)Real Investor✓ Verifiedless than a minute ago

    Totally feel this. I'm coming up on my 4th year and remember that exact feeling of anxiety mixed with "this just makes sense." Mine was more spurred by tech stocks being all over the place back then. It's been a solid anchor in my portfolio, especially with all the ups and downs lately. Good to hear it's been working out for you too!

    2
    janet_cook📊Growing (50-100k)less than a minute ago

    Hey, cool to hear about your five-year journey! The "anxiety" part definitely resonates. When you mentioned the volatility in the steel industry back then, was that a personal connection for you, like you worked in it or had investments in it?

    4
    karen_robinson💼Starter (0-50k)less than a minute ago

    Interesting read! I can definitely see why you'd gravitate towards physical assets after market volatility like that. However, I sometimes wonder if the 'peace of mind' from a Gold IRA overshadows the potential for growth. While it's great for diversification and hedging against inflation, the historical returns of gold, especially when you factor in storage fees and such, don't always keep pace with other investments. Just a thought!

    The biggest mistake retirees make with their 401(k)

    Most people don't diversify until after a crash. Get the free guide and protect your nest egg.

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