The GOLD scream room

Discussion of the Gold portion of the Permanent Portfolio

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flyingpylon
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Re: The GOLD scream room

Post by flyingpylon »

flyingpylon wrote: Tue Oct 21, 2025 11:45 am Gold crossed into the "may rebalance" zone for my portfolio on Monday, which I define as within 2% of the "must rebalance" threshold. So I took advantage of that with a partial rebalance. Gold may eventually keep climbing, but it feels good to have taken a little off the table on a day like today. I created this concept of "may rebalance" because there were too many times that I missed out on an opportunity to take gains waiting for that last 1%. I don't have any math to prove that it's any better than anything else but it satisfies the emotional side of investing.
I guess it's better to have felt smart (or lucky) for a whole two months than to never have felt smart at all! ;D

If this keeps up it won't be long before I have to do it again. Good problem to have, I suppose.
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dualstow
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Re: The GOLD scream room

Post by dualstow »

I can’t sell gold, and I wish there was some group like AA that I could go to for this problem.
No money in our jackets and our jeans are torn/
your hands are cold but your lips are warm
_ . /
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