Fed Decision - My Thoughts and What I'm Doing

• •Well, the Fed meeting had me on the edge of my seat this past week, though I suspect most of you heavily invested in physical metals felt the same.
• •Always interesting to see how the market reacts.
• •Personally, I've got a pretty significant chunk of my 3 million dollar portfolio tied up in gold and silver, probably north of 60-70% these days.

Well, the Fed meeting had me on the edge of my seat this past week, though I suspect most of you heavily invested in physical metals felt the same. Always interesting to see how the market reacts. Personally, I've got a pretty significant chunk of my 3 million dollar portfolio tied up in gold and silver, probably north of 60-70% these days. Been a long-time believer in tangible assets, especially after seeing a few cycles play out from my desk on Wall Street before I finally retired and moved completely out of the chaos. This whole "higher for longer" narrative definitely gives me pause, but not in the way it might for someone with more traditional equity exposure.

My concern isn't so much a direct hit on the gold price, not immediately anyway. We’ve seen gold hold up remarkably well, even with rates where they are. What I'm watching is the underlying economic stability – or lack thereof. The longer rates stay elevated, the more pressure it puts on everything from commercial real estate to government debt. That’s when gold really shines as a safe haven, once the cracks start showing. My strategy hasn't changed much; I'm still DCAing a small amount into gold and silver calls on any meaningful dips. I’m thinking long-term here, not trying to catch daily swings.

I know some of you might be looking at other precious metals, maybe platinum or palladium. Anyone seeing any compelling reason to diversify within the metals space right now, beyond the typical gold/silver split? I'm pretty comfortable with my current allocation, but always open to hearing arguments for other plays. I’m mostly in physical, held pretty securely here in NYC, with a much smaller portion in very specific mining stocks that have proven reserves and low overheads. That’s probably another conversation for another day though.

How are you all positioning yourselves given the Fed's stance? Are you increasing your allocation, holding steady, or even divesting some to go into other assets? Curious what everyone else is thinking.