Gold Movements & HFEA strategy (w/ IRA)

• •Been watching this gold upswing lately and it's making me feel pretty good about a decision I made a few years back.
• •For those of us who got a chunk of our retirement into gold IRAs, especially leading up to 2020, how are y'all feeling about the current trajectory?
• •My strategy, which some of you might recognize, is a variation of the HFEA (Hedge Fundie Economic Apocalypse) or Permanent Portfolio.

Been watching this gold upswing lately and it's making me feel pretty good about a decision I made a few years back. For those of us who got a chunk of our retirement into gold IRAs, especially leading up to 2020, how are y'all feeling about the current trajectory? I’ve got about a third of my total portfolio, roughly $150k, in a Roth Gold IRA, and the rest split between some growth ETFs and a few individual stocks I've been holding since my steel industry days. I know a lot of folks here are all about the aggressive growth, but having that physical gold hedge just feels right, especially with all the talk about inflation and geopolitical nonsense.

My strategy, which some of you might recognize, is a variation of the HFEA (Hedge Fundie Economic Apocalypse) or Permanent Portfolio. Basically, it's about balance across uncorrelated assets – gold, long-term bonds, and stocks. The gold piece of that puzzle has been performing admirably, providing a solid anchor when other parts of the market get squirrely. I’m thinking about rebalancing soon, maybe trim a little gold if it keeps climbing and redeploy into some beaten-down tech or even some short-term bonds, just to keep that diversification humming. Anyone else using a similar rebalancing approach with their gold holdings?

I stumbled across this cool tool, the "Silver vs Stocks" comparison on Gold IRA Blueprint, and it really puts things into perspective. While I'm a gold guy through and through, seeing how silver has stacked up against the S&P 500 over the last 10 years, even with its volatility, is insightful. It makes me wonder if I should be considering a slight allocation to silver in my traditional IRA, just to diversify within the precious metals space. Anyone here hold both gold and silver in their IRAs and have strong feelings one way or the other about their relative performance during market downturns?

My old man, God rest his soul, always told me, "Son, you can't go wrong with something that's been valuable for five thousand years." And honestly, coming from a family that's seen the ups and downs of commodity cycles in Birmingham for generations, that advice just rings true. I'm not saying it's going to make me a billionaire overnight, but for capital preservation and a peace of mind, especially as I head into my late 40s, it's priceless. What are your biggest motivators for holding gold right now?