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    Gold price movements and my strategy - anyone else seeing this?

    M
    mark_adams👑Elite (1m-5m)
    about 2 months ago
    Key Takeaways
    • Honestly contemplating if I should be rebalancing my gold holdings given the recent climb.
    • I've always viewed it as a hedge, a safe haven when things go sideways, which let's be real, they always eventually do.
    • But this recent run-up – it's making me wonder if it's overextended or if there's still juice in the tank.
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    Honestly contemplating if I should be rebalancing my gold holdings given the recent climb. My personal allocation is fairly significant, probably around 10-15% of my liquid assets, which for a guy running a fund out here in Greenwich, is still a substantial chunk. I've always viewed it as a hedge, a safe haven when things go sideways, which let's be real, they always eventually do. But this recent run-up – it's making me wonder if it's overextended or if there's still juice in the tank.

    I typically hold physical and some ETFs, nothing too exotic. The physical gold, a good portion of which is in my IRA, has been a solid performer, but I’m looking ahead to RMDs. I’ve been using that RMD Calculator at goldirablueprint.com to get a better handle on what I'll be facing down the line, and frankly, it's making me think about capital gains and rebalancing strategies more concretely. It’s one thing to see your investment grow, another to plan for mandatory withdrawals when you'd rather keep it in play.

    I know the prevailing wisdom is to hold gold for the long haul, and I'm generally a disciplined investor. But the temptation to take some profits and reallocate into, say, some dividend-paying stocks or even a bit more into real estate, is definitely there. Is anyone else feeling this pull? Or are you all just sitting tight, letting it ride? Really interested to hear how others are approaching this right now, especially those of you with significant allocations and a long-term view.

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    6 comments

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    Best Answer▲ 10 upvotes
    R
    ronald_morris👑Elite (1m-5m)
    I'm still pretty new to the gold IRA game, figuring things out after rolling over a significant chunk of my old 401k last year. Seeing these gold price swings makes me wonder about rebalancing. Is it common practice to regularly re-evaluate your gold holdings, or is the "buy and hold forever" mentality more prevalent with physical gold IRAs? I leveraged the Gold IRA Quiz here at GIRAB which really helped me clarify my initial strategy, but now that I'm in it, the day-to-day (or month-to-month) can feel a bit nerve-wracking. Just looking for some perspective from you more seasoned folks.

    Comments (6)

    2
    janet_cook📊Growing (50-100k)about 2 months ago

    Totally feel this. I'm not running a fund in Greenwich (haha, I wish!), but I've been watching my own gold allocation with a similar internal debate. I've got a smaller percentage, but it's still grown enough that I'm wondering if it's time to take a little off the table or just let it ride as the ultimate "just in case" asset.

    6
    david_brown💎Premium (500k-1m)Real Investorabout 2 months ago

    Interesting post. When you say "liquid assets," are you including your fund's assets in that 10-15%, or just your personal portfolio?

    4
    linda_taylor📊Growing (50-100k)✓ Verifiedabout 2 months ago

    Interesting take. I get the hedge argument, but 10-15% of liquid assets, even for a fund manager, feels pretty hefty for *just* a hedge. Especially with gold's recent run, I'm thinking more along the lines of strategic profit-taking rather than just rebalancing. Are you factoring in potential opportunity costs elsewhere after this climb?

    5
    karen_robinson💼Starter (0-50k)about 2 months ago

    Hey, interesting post! With the recent run-up, I've been looking at my own allocations too. One thing I find super helpful for tracking real-time sentiment and news that might impact gold is the Kitco forums. They're pretty active and sometimes you catch whispers there before they hit mainstream news. Might give you another angle to consider for your rebalancing strategy!

    8
    joseph_harris📊Growing (50-100k)about 2 months ago

    Yeah, I'm right there with you. The recent run-up in gold has been pretty wild. I'm not running a fund, but holding about 8-10% of my portfolio in physical gold and a few mining ETFs, I've seen a nice bump. Definitely makes you think about taking some profits off the table, even if it's still primarily a long-term hedge for me too.

    10
    ronald_morris👑Elite (1m-5m)Real Investorabout 2 months ago

    I'm still pretty new to the gold IRA game, figuring things out after rolling over a significant chunk of my old 401k last year. Seeing these gold price swings makes me wonder about rebalancing. Is it common practice to regularly re-evaluate your gold holdings, or is the "buy and hold forever" mentality more prevalent with physical gold IRAs? I leveraged the Gold IRA Quiz here at GIRAB which really helped me clarify my initial strategy, but now that I'm in it, the day-to-day (or month-to-month) can feel a bit nerve-wracking. Just looking for some perspective from you more seasoned folks.

    The biggest mistake retirees make with their 401(k)

    Most people don't diversify until after a crash. Get the free guide and protect your nest egg.

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