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    Gold hitting ATHs - anyone else rethinking their strategy?

    Key Takeaways
    • Okay, so gold just bulldozed past $2400 and is sitting at all-time highs.
    • To be honest, a part of me is feeling pretty chuffed right now.
    • I stacked a good chunk of my Gold IRA holdings – mainly US Eagles and a few Canadian Maples – back when it was hovering closer to $1800-$2000.
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    Okay, so gold just bulldozed past $2400 and is sitting at all-time highs. To be honest, a part of me is feeling pretty chuffed right now. I stacked a good chunk of my Gold IRA holdings – mainly US Eagles and a few Canadian Maples – back when it was hovering closer to $1800-$2000. My account is up significantly, probably around 20-30% on those specific purchases, which for a chunk of my portfolio that's usually just chilling, feels pretty good.

    I’m a manufacturing exec here in Cleveland, and I’ve always been a believer in hard assets. Stock market’s fine for growth, but there’s something reassuring about owning something tangible, especially with all the talk about inflation and geopolitical instability. That’s why I put about 15% of my ~$400k retirement portfolio into gold coins through a Gold IRA a few years back. It’s been my “sleep soundly at night” allocation, honestly.

    But now that it’s this high, I’m wrestling a bit with what to do next. Do I just ride the wave? Take some profits (if that's even a thing you do in a Gold IRA outside of converting to cash for distributions later)? Or do I actually buckle down and add more, betting on further gains? The news is full of reasons why it should go higher – central bank buying, continued inflation fears, geopolitical stuff heating up. But then you hear the bears talking about a potential pullback. It’s hard to cut through the noise.

    For those of you who’ve been in gold longer, how are you approaching this? Are you adjusting your allocations? Any Cleveland-area folks or other manufacturing guys out there with similar portfolios feeling the same? I'm curious what everyone else's gut is telling them, especially those who aren't just selling paper gold but actually hold the physical.

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    5 comments

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    Best Answer▲ 10 upvotes
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    susan_clark💰Established (100-250k)

    Congrats on those gains, OP! Always feels good to see the portfolio climb. But to be honest, "rethinking strategy" for me usually means moving into an asset when it's dipped, not when it's soaring. While the ATHs are great for those who bought low, for those of us on the sidelines, it feels more like a signal to hold fire or look elsewhere than to jump in at the peak. Just my two cents, of course!

    Comments (5)

    3
    linda_taylor📊Growing (50-100k)✓ Verifiedabout 1 hour ago

    Totally feel this! I was kicking myself a bit last year for not going in heavier when it dipped, but decided to average up a bit when it broke $2k. Glad I did, because now I'm just watching it climb and feeling pretty good about that decision. Definitely makes you think about future allocations though, right?

    5
    christopher_young🌟Ultra (5m+)Real Investor✓ Verifiedabout 1 hour ago

    Congrats on the gains! Sounds like you timed that pretty well. Quick question: what made you go with Eagles and Maples specifically over other options back then? Was it just availability or something else?

    10
    susan_clark💰Established (100-250k)Real Investorabout 1 hour ago

    Congrats on those gains, OP! Always feels good to see the portfolio climb. But to be honest, "rethinking strategy" for me usually means moving into an asset when it's dipped, not when it's soaring. While the ATHs are great for those who bought low, for those of us on the sidelines, it feels more like a signal to hold fire or look elsewhere than to jump in at the peak. Just my two cents, of course!

    5
    thomas_walker🏆Advanced (250-500k)Real Investor✓ Verifiedabout 1 hour ago

    Hey, that's awesome to hear about your gains! Super smart to have loaded up when you did.

    On the "rethinking strategy" front, something I've found helpful is setting a percentage allocation for gold in my overall portfolio and rebalancing when it gets too far off. There's a good article on Investopedia about gold allocation in a portfolio that might give you some ideas on how to approach it. Congrats again on the win!

    10
    robert_thompson💰Established (100-250k)Real Investor✓ Verifiedabout 1 hour ago

    Totally feel this! I'm in a similar boat, though my stack is a bit more mixed with some AGEs and even a few 1oz bars purchased around the $1900 mark. Seeing it push past $2400 is definitely validating. Not rethinking my strategy much other than maybe a small celebration, haha.

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