Rebalancing - how much gold vs. other assets are you all holding?

Christopher Young

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Rebalancing - how much gold vs. other assets are you all holding?

christopher_young🌟Ultra (5m+)

about 2 hours ago

Key Takeaways

•Been thinking a lot about portfolio rebalancing lately, especially with all the noise out there regarding inflation and the market corrections.
•For those of us with significant capital, how are you approaching the gold allocation in your overall portfolio right now?
•My personal belief has always been to have at least 10-15% of my total portfolio in physical precious metals, outside of my various IRA accounts.

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Been thinking a lot about portfolio rebalancing lately, especially with all the noise out there regarding inflation and the market corrections. For those of us with significant capital, how are you approaching the gold allocation in your overall portfolio right now? I'm sitting on a pretty hefty precious metals stack, probably leaning heavier than most financial advisors would ever suggest, but it's been a conscious decision for years. With my primary businesses in tech and real estate here in Scottsdale, I've seen firsthand how quickly things can shift, and gold has always been my bedrock.

My personal belief has always been to have at least 10-15% of my total portfolio in physical precious metals, outside of my various IRA accounts. Currently, I'm probably closer to 20-25% if you include my Gold IRA and other allocated accounts. I know that sounds aggressive to some, but after seeing what happened in '08 and even some of the more recent jitters, that tangible asset class brings a level of peace of mind that nothing else does. I’m thinking about scaling back slightly on some of my more aggressive growth stocks to increase that gold allocation even further, maybe another 5%.

What are your thoughts on this? Is anyone else feeling the pull to rebalance towards more gold right now? I've been using tools like the Gold vs Stocks Comparison to track performance over the last decade, and it really highlights how gold has held its own, sometimes even outperformed, during volatile periods. Just curious if others are seeing the same trends and making similar moves, especially if you've got a decent chunk of change on the line. Are you guys leaning into gold, or are you scaling back for other opportunities?

3 comments

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Best Answer▲ 5 upvotes

steven_mitchell🏆Advanced (250-500k)

Hey, I hear you on the rebalancing. I went through a similar thought process last year. Had a pretty big chunk in equities and started getting a little antsy with the market swings. Ended up shifting about 10% of my overall portfolio into physical gold and a bit more into a gold ETF. Honestly, it's given me a lot more peace of mind, especially seeing how things have played out since. Still keeping an eye on it, but for now, it feels like a good balance for my own risk tolerance.

Comments (3)

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

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

Hey, interesting question. When you say "significant capital" and "pretty hefty," are we talking 6 figures, 7 figures, or even more? Just curious how that influences the gold vs. other assets breakdown you're aiming for.

james_wilson👑Elite (1m-5m)Real Investor✓ Verified•less than a minute ago

Interesting discussions here. While a lot of people are talking about increasing their gold allocation, I'm actually doing the opposite, or at least maintaining it. I feel like the "inflation hedge" narrative for gold is a bit overplayed given the current economic climate, and there are other assets that might offer better returns or more dynamic growth opportunities. Diversification is key, but sometimes that means looking *beyond* just gold, not just *to* it. Just my two cents.

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