Anyone else watching the Fed and thinking about portfolio adjustments, especially with palladium?

• •The Fed's hawkish stance lately has me thinking a lot about the next 12-18 months, and honestly, it’s stirring up some feelings of déjà vu.
• •I’ve been through enough market cycles to know that when the central bank starts tightening, things can get… interesting.
• •This isn't just about preserving capital; it's about optimizing for what's coming, much like planning for a deployment.

The Fed's hawkish stance lately has me thinking a lot about the next 12-18 months, and honestly, it’s stirring up some feelings of déjà vu. I’ve been through enough market cycles to know that when the central bank starts tightening, things can get… interesting. My Gold IRA holdings are feeling pretty solid right now, but I’m actively considering whether I should be re-evaluating my allocation, particularly when it comes to the palladium chunk of my portfolio. This isn't just about preserving capital; it's about optimizing for what's coming, much like planning for a deployment.

My IRA holds about $250k in physical palladium and another $750k in gold, which comprises about 20% of my overall investment portfolio. The gold has been a bedrock, as I expected, showing its value as a genuine safe haven during these uncertain times. Palladium, though, has a bit more volatility, tied as it is to industrial demand and the auto sector. With potential economic slowdowns on the horizon due to higher rates, I'm trying to gauge how much of a hit that might take. Is anyone seeing specific metrics or indicators that suggest a stronger or weaker outlook for palladium than gold in this environment? I’ve been reading a bit about supply chain disruptions easing, but then demand destruction from a recession could negate that. It's a careful balancing act.

I started building out my precious metals IRA back in 2010, really solidifying it after seeing what quantitative easing did to the dollar. My approach has always been about long-term wealth preservation and diversification, but even a disciplined investor has to adapt. So, for those of you with significant physical palladium holdings in your IRAs, what's your current thinking? Are you holding steady, looking to trim, or even considering adding more on potential dips? I'm curious about the consensus here, particularly from those who've navigated a few Fed rate hike cycles themselves. My plan was to hold this current allocation for at least another five years, until I'm fully retired and spending more time fishing off the Virginia Beach coast, but if the writing is on the wall, I'd rather be proactive than reactive. Looking forward to hearing your insights.