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    Trying to decide if it's time to rebalance my gold IRA. Anyone else looking at this?

    Key Takeaways
    • Okay, so I've been wrestling with this for a bit and wanted to get some other gold bugs' thoughts.
    • I’m thinking about rebalancing my IRA and wondering if others are feeling the same pull, especially with some of the recent economic news.
    • I'm sitting on around $800k in my total portfolio, a good chunk of that (like 30-35%) is in my Gold IRA.
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    Okay, so I've been wrestling with this for a bit and wanted to get some other gold bugs' thoughts. I’m thinking about rebalancing my IRA and wondering if others are feeling the same pull, especially with some of the recent economic news. I'm sitting on around $800k in my total portfolio, a good chunk of that (like 30-35%) is in my Gold IRA. I’ve been holding gold for over 20 years now, pretty much since I started planning seriously for retirement back before I retired from the auto industry here in Detroit.

    My initial strategy was pretty simple: diversify and protect against inflation, which gold has done pretty darn well for me over two decades. But lately, with inflation cooling off a little bit (or at least that's what they're telling us) and some talk about potential rate cuts and a soft landing, I'm wondering if I should trim some of my gold exposure. My gold holdings have performed great, frankly, and now make up a larger percentage of my overall portfolio than I originally intended. It's not a bad problem to have, but it means I'm heavier in gold than my target allocation.

    The thought of selling some of my physical gold feels a bit…sacrilegious, almost. It’s been my rock for so long. But portfolio rebalancing is about risk management, right? If I don't trim some of the gains, I'm actually increasing my concentration risk. Have any of you old-timers who’ve been in gold for decades made significant adjustments to your allocations recently? Or are you just holding steady, come what may? Just trying to gauge the temperature out there, especially from folks who’ve seen a few cycles.

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    3 comments

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    Best Answer▲ 8 upvotes
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    laura_sanchez💰Established (100-250k)

    Honestly, with $800k total and a "good chunk" of that in gold, I'd say rebalancing probably means selling some gold, not necessarily buying more. Gold's had a pretty good run lately. Unless you're way under your target allocation, it might be time to trim a bit and lock in some gains, especially if you're looking to diversify into other inflation hedges that haven't spiked as much.

    Comments (3)

    6
    laura_sanchez💰Established (100-250k)Real Investor✓ Verifiedless than a minute ago

    Totally feel this! I was just having the same thoughts last week. My portfolio isn't quite as hefty as yours, but I've been eyeing the economic news too and wondering if it's time to shift things around a bit in my own gold IRA. It's tough to know the "right" time, isn't it?

    2
    joshua_phillips🏆Advanced (250-500k)Real Investor✓ Verifiedless than a minute ago

    Hey, I've been thinking about this too, especially with how things are looking. When you say "recent economic news," is there anything specific that's really pushing you towards rebalancing right now?

    8
    laura_sanchez💰Established (100-250k)Real Investor✓ Verifiedless than a minute ago

    Honestly, with $800k total and a "good chunk" of that in gold, I'd say rebalancing probably means selling *some* gold, not necessarily buying more. Gold's had a pretty good run lately. Unless you're way under your target allocation, it might be time to trim a bit and lock in some gains, especially if you're looking to diversify into other inflation hedges that haven't spiked as much.

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