Palladium, Platinum, and Gold - Anyone else feeling the itch to rebalance?

James Wilson

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Palladium, Platinum, and Gold - Anyone else feeling the itch to rebalance?

james_wilson👑Elite (1m-5m)

about 7 hours ago

Key Takeaways

•Been tracking the metals market closely over the past few months, as always.
•Best decision I ever made for my long-term peace of mind, frankly.
•Currently sitting on a good chunk of change in physical gold and palladium within my IRA, but I’ve been looking at platinum like a hawk lately.

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Been tracking the metals market closely over the past few months, as always. My portfolio, much like my blood pressure, is heavily weighted towards the shinier stuff these days, especially with some of the recent volatility we've seen in other sectors. I retired from the Street a few years back – probably for the best, given how things are going – and shifted most of my capital from the usual equities into metals. Best decision I ever made for my long-term peace of mind, frankly. Currently sitting on a good chunk of change in physical gold and palladium within my IRA, but I’ve been looking at platinum like a hawk lately.

My question for you all: is platinum ridiculously undervalued right now, or am I just seeing what I want to see? It feels like the industrial demand is there, the supply constraints are real, and yet it's been lagging behind gold and palladium for a while. I’m seriously considering trimming some of my palladium profits and reallocating a significant portion into platinum. We're talking a five to low-seven figure move, depending on how conviction builds over the next few weeks. I’m thinking long-term play, obviously. Anyone else feeling that same pull towards platinum?

It’s always a juggling act, isn't it? I remember back in the day, watching the dot-com bubble inflate, then burst. Different asset class, same human psychology. My thought process here is that platinum has the fundamentals to catch up, whereas palladium might be getting a bit frothy. I also try to keep an eye on how silver is performing relative to the general market – there's a neat tool I use sometimes, “Silver vs Stocks” at https://silvervsstocks.goldirablueprint.com/?period=10Y, really puts things into perspective over different time periods. Anyway, back to platinum – what are your thoughts? Am I crazy to be considering this kind of rebalance right now, or is this the kind of contrarian play that pays off big in the long run?

3 comments

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Best Answer▲ 8 upvotes

dorothy_lopez💰Established (100-250k)

Interesting take. While rebalancing is usually a good idea, I'm personally a little hesitant to jump out of gold right now. It feels like the "shinier stuff" is still the safest bet with all the global economic uncertainty. Are you seeing signs I'm missing that suggest it's time to reduce gold exposure specifically, or just general portfolio hygiene?

Comments (3)

barbara_white🏆Advanced (250-500k)Real Investor✓ Verified•less than a minute ago

Oh man, totally get this. My portfolio is like 70% gold right now and while it's been great for some stability, I'm definitely feeling that itch you're talking about. I keep looking at platinum and thinking "is this the dip to dive in?" It's a constant battle between sticking to the plan and FOMO, haha.

kenneth_parker💎Premium (500k-1m)Real Investor✓ Verified•less than a minute ago

Interesting perspective! When you say "heavily weighted towards the shinier stuff," are you primarily referring to gold, or are you seeing a significant chunk in palladium and platinum as well?