Gold's recent run - anyone else adjusting their holdings?

Brian Edwards

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Gold's recent run - anyone else adjusting their holdings?

brian_edwards🌟Ultra (5m+)

3 days ago

Key Takeaways

•Looks like gold’s taking a breather after that insane run-up.
•Honestly, I'm watching this with a mix of excitement and a little bit of tactical planning.
•My gold allocation within the IRA has been a beast this year, easily outpacing just about everything else.

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Looks like gold’s taking a breather after that insane run-up. Honestly, I'm watching this with a mix of excitement and a little bit of tactical planning. My gold allocation within the IRA has been a beast this year, easily outpacing just about everything else. I'm sitting on a good chunk of physical, mostly Eagles and Maple Leafs, plus some solid exposure through mining stocks that have been doing well, like Agnico Eagle and Barrick. I've always viewed gold as my ultimate hedge, especially with how wonky the global economyfeels right now.

My total portfolio is north of $5 million, and a significant chunk of that, probably around 15%, is in physical gold and gold-related equities. Bought my first ounce back in '09 when I was just starting out with my real estate development company here in Aspen, and I've been DCAing into it ever since, especially during periods of geopolitical instability. I consider it my true "wealth preservation" asset, a kind of bedrock when everything else feels like it's built on sand.

I'm not looking to dump anything, but the recent climb has me wondering about rebalancing. I've got some new development projects kicking off next year, particularly a luxury condo complex downtown, and I might want to free up some capital for that. Is anyone else considering taking some profits off the table and perhaps diversifying a bit into other hard assets, or are we all just holding on for dear life and expecting gold to rocket even higher?

Curious to hear what strategies others are employing with gold right now. Are we seeing a temporary lull before another leg up, or is this the market telling us to be a bit more cautious? I'm always open to new perspectives!

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4 comments

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Best Answer▲ 7 upvotes

carol_carter💰Established (100-250k)

Totally feel you on the "beast" part, my gold holdings have been carrying a lot of weight lately too. When you say "tactical planning," are you looking at taking some profits off the table, or more like rebalancing within your gold allocation (e.g., swapping some physical for mining stocks)? Curious to hear your strategy!

Comments (4)

michael_anderson🏆Advanced (250-500k)Real Investor•3 days ago

Totally feel this! I was just looking at my portfolio last week and had a similar thought. My physical gold has been crushing it lately. I'm actually thinking of rebalancing a tiny bit to lock in some of those gains, but also don't want to miss out if it decides to rocket again. It's a tricky balance!

carol_carter💰Established (100-250k)Real Investor•3 days ago

ronald_morris👑Elite (1m-5m)Real Investor•3 days ago

It's interesting to hear about everyone's gold performance. Personally, I'm not seeing quite the same "insane run-up" that some of you are describing. While it's been a decent performer, my other assets have generally kept pace or even slightly outstripped gold's gains this year. I'm more in a "holding steady" mode rather than looking to adjust, as I see gold as a long-term hedge, not a short-term growth driver that needs constant re-evaluation.

paul_hill🏆Advanced (250-500k)Real Investor✓ Verified•3 days ago

Hey, totally feel you on the "tactical planning" aspect. It's smart to review holdings after a big move like that, even if it's just to confirm you're still comfortable with your allocation. For anyone looking for a solid, unbiased perspective on gold's historical performance and how it typically fits into a diversified portfolio, I found World Gold Council's Gold Investor Insights to be a really helpful resource. They have some great data and analysis without trying to sell you anything directly. Good luck with the adjustments!

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