Inflation and gold rounds - what's your take?
- •Been seeing a lot of chatter lately about inflation potentially heating up again.
- •Living out here in Hawaii, everything feels expensive already, so the thought of things getting worse is definitely on my mind.
- •My strategy has always been to hold for the long term, ride out the dips, and treat them as a rock-solid foundation.
Been seeing a lot of chatter lately about inflation potentially heating up again. Living out here in Hawaii, everything feels expensive already, so the thought of things getting worse is definitely on my mind. I've been pretty heavy into gold rounds for a while now, probably around 15% of my ~$750k portfolio, mostly a mix of 1 oz Buffaloes and some Perth Mint Kangaroos. Always saw it as a good hedge against the dollar losing purchasing power, especially considering all the government spending we've seen since the pandemic.
My strategy has always been to hold for the long term, ride out the dips, and treat them as a rock-solid foundation. With my military pension providing steady income, I really just want something that won't get eaten alive by inflation over the next decade or two. From my perspective out here in the Pacific, the global economic picture looks… unstable. A lot of interconnected dependencies that feel fragile. Gold has always felt like the ultimate independent asset.
I’m curious, for those of you also using gold rounds for inflation protection, what's your current outlook? Are you adding more, holding steady, or even rebalancing? Any specific types of rounds you prefer for this purpose? I briefly thought about going into some smaller fractional pieces for more liquidity if things really went sideways, but the premiums often negate the benefit. Stick with the 1oz, right?
Part of me wonders if I should be diversifying within the precious metals space beyond just gold, maybe some silver rounds? Or is staying focused on gold the better play for pure inflation defense? Just trying to make sure I'm not overlooking anything, especially with the amount of capital tied up.