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    Rebalancing & Gold Rounds - Anyone Else Adjusting Their Mix?

    Key Takeaways
    • •Been wrestling with how to rebalance my portfolio lately, especially with everything going on.
    • •Usually, I'm pretty hands-off, letting my asset allocation do its thing, but the current global economic tides are making me a little antsy.
    • •I'm sitting on a decent chunk, about 600k in my IRA, and a good portion of that is in Gold Rounds.
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    Been wrestling with how to rebalance my portfolio lately, especially with everything going on. Usually, I'm pretty hands-off, letting my asset allocation do its thing, but the current global economic tides are making me a little antsy. I'm sitting on a decent chunk, about 600k in my IRA, and a good portion of that is in Gold Rounds. Got into them a few years back – felt like a no-brainer given my long-term view of currency debasement and the general geopolitical instability, especially here in the Pacific. That move has definitely paid off, especially compared to some of the other stuff.

    My original thinking was around 10-15% physical gold, and I’m definitely above that now with the recent run-up. The question now is, do I rebalance back down to that percentage, or do I let it ride a bit longer? A part of me is feeling pretty good about the insurance it provides, living out here in Honolulu where global events can sometimes feel a little too close to home. Then again, diversification is diversification for a reason, right? I'm trying to avoid letting emotion dictate strategy, but it's tough when you see those gains.

    Beyond that, it's also got me thinking about future RMDs. I'm not quite there yet, still a few years out, but already planning for it. My buddy just showed me this RMD Calculator at Gold IRA Blueprint and it's given me a lot to chew on about how these gold rounds will factor in when I finally have to start taking distributions. It's a whole different ballgame liquidating physical assets compared to stocks or bonds.

    Anyone else in a similar boat, or have strong feelings on whether to trim physical gold after a big run? What are your strategies for keeping your allocation diversified while still capitalizing on strong performers? Always good to hear other perspectives.

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    4 comments

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    Best Answerā–² 10 upvotes
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    ruth_perezšŸ“ŠGrowing (50-100k)

    Totally get the rebalancing urge right now. It's tough to stick to "set it and forget it" when things feel so volatile. If you're looking for more info on how different economic factors might impact gold, I found this article on "stagflation and gold" super helpful last week: https://www.gold.org/goldhub/research/gold-demand-trends/gold-demand-trends-q1-2023/stagflation-and-gold Might give you some extra context for your decisions!

    Comments (4)

    10
    ruth_perezšŸ“ŠGrowing (50-100k)•12 days ago

    Totally get the rebalancing urge right now. It's tough to stick to "set it and forget it" when things feel so volatile. If you're looking for more info on how different economic factors might impact gold, I found this article on "stagflation and gold" super helpful last week: https://www.gold.org/goldhub/research/gold-demand-trends/gold-demand-trends-q1-2023/stagflation-and-gold Might give you some extra context for your decisions!

    8
    maria_campbellšŸ“ŠGrowing (50-100k)āœ“ Verified•12 days ago

    Totally get this. I've been doing something similar with my silver stack. Had a good chunk of bars, but with the premium on rounds being slightly lower and the easier divisibility, I actually sold some bars and bought a bunch of rounds a few months back. Felt like a smart move for potential future small transactions if things get really wild. You're not alone in adjusting!

    5
    robert_thompsonšŸ’°Established (100-250k)Real Investorāœ“ Verified•12 days ago

    Interesting! When you say "gold rounds," are you talking about specific coin series or just general bullion coins? I've been considering adding more physical to my IRA but wasn't sure if there were any specific considerations for rounds vs. bars vs. specific government-minted coins.

    8
    robert_thompsonšŸ’°Established (100-250k)Real Investorāœ“ Verified•12 days ago

    Hey, I hear you on the rebalancing urge, especially with all the noise. But honestly, I'm finding myself doing the opposite. Instead of jumping to adjust my gold allocation based on short-term headlines, I'm actually leaning into the "set it and forget it" mentality more than ever. My rationale is that if I truly believe in gold's long-term role as a hedge, then letting knee-jerk reactions dictate my moves might actually undermine that core strategy.

    I guess it comes down to *why* you hold gold in the first place. If it's for speculation, then constant adjustment makes sense. But if it's for stability and wealth preservation over decades, then those quick rebalances might just be introducing unnecessary volatility. Just a thought!

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