Fed rate decision and my portfolio: thoughts on silver?

• •Well, another month, another Fed decision.
• •Honestly, it's getting a bit monotonous, but the implications for portfolios are anything but.
• •I've been running my institutional book for decades now, and the current atmosphere feels...

Well, another month, another Fed decision. Honestly, it's getting a bit monotonous, but the implications for portfolios are anything but. I've been running my institutional book for decades now, and the current atmosphere feels... different. A lot of my colleagues are still betting big on a soft landing, but frankly, I’m seeing too many cracks in the foundation. My personal allocation for gold has been a bedrock for years, but I’m really starting to eye silver more aggressively for the next few quarters. Anyone else feeling that pull?

I mean, between the industrial demand staying surprisingly resilient and the monetary demand side finally catching up, it just seems like silver is primed for a significant upward move. I've got a decent chunk, about 10% of my liquid assets, in various physical gold forms – mostly coins and some bars held in a non-bank vault, which comes out to a comfortable seven-figure sum. But for silver, it’s mostly been a smaller play, more of an academic exercise. Now, I'm genuinely thinking of bumping that up to a 5% allocation, maybe even 7%. We're talking low to mid seven figures here, which for me, is a substantial shift. That's a lot of physical metal to acquire logistically, even with my usual network.

My concern, naturally, is timing. We all know how volatile silver can be. I’ve been messing around with this "Silver vs Stocks" tool at goldirablueprint.com/silvervsstocks?period=10Y, looking at the 10-year period, and it really highlights the cyclical nature. It’s an interesting perspective, especially when you compare it to the current market sentiment in Greenwich. Everyone here is so focused on the NASDAQ, it sometimes feels like they're missing the forest for the trees. Are others seeing similar signals that silver is due for a sustained run, or am I getting too far out on a limb here?

What are your personal targets for an entry point? And for those of you with significant physical holdings, what are your preferred methods for acquiring larger quantities without moving the market too much on your end? Always appreciate hearing diverse perspectives beyond my usual institutional echo chamber.