Anyone else rethinking their gold allocations with this inflation data?

• •Those new CPI numbers got me thinking this morning over my coffee.
• •I like the classics, you know?
• •It’s hard to ignore how much more a barrel costs now than it did pre-pandemic.

Those new CPI numbers got me thinking this morning over my coffee. For the last couple of years, my Gold IRA has been a pretty steady ship, sitting at around 15% of my total portfolio – mostly 1oz American Gold Eagles, a few Canadian Maples, and some South African Krugerrands. I like the classics, you know? There's something about owning a physical asset with centuries of legacy that just resonates, especially being in the bourbon world where tradition is everything. My financial advisor back in Louisville has always leaned more towards a diversified equities approach, but I pushed for this allocation for inflation protection, especially after seeing how quickly things spun up a couple of years ago. It’s hard to ignore how much more a barrel costs now than it did pre-pandemic.

My initial goal was to get to about $75k in gold, which I hit last year, and I'm currently hovering around $82k due to some appreciation. With my overall portfolio sitting comfortably above $450k, that 15% ratio feels… small right now. I’ve always viewed gold as my "break glass in case of emergency" asset, not necessarily for massive growth, but for capital preservation when everything else goes sideways. And with inflation ticking up again, alongside all the geopolitical noise, "sideways" feels like it's getting closer.

I’m seriously considering increasing my allocation to 20-25% over the next 12-18 months. I'm not looking to dump stocks completely, but maybe rebalance some of my less exciting growth plays. Thinking of putting another $25-30k into more Eagles, perhaps some of those newer Proofs if I can snag them at a decent premium. It feels like a smart move to hedge against what could be a prolonged period of elevated inflation. Anyone else in a similar boat, contemplating increasing their physical gold holdings as an inflation buffer? What strategies are you using to protect your capital?

Part of me wonders if I should be looking at other metals too for this kind of protection, but honestly, gold just feels more established. Silver coins are cool, but for big money, I keep coming back to gold. Let me know your thoughts.