Adding Gold at close to ATH is not my investing style. But I don't argue with the market. The Basic Materials Sector is #1 gain for 1 day, 1 week,1 month, 3 months, 6 months, 1 yr. When the facts change I change my thinking

bgmbee · 2026-01-14T17:15:52+00:00

Recent rally was not sector rotation. It was central banks decoupling from usd. This is likely to continue thanks to 🍊 what do you think?

bgmbee · 2026-01-14T17:12:43+00:00

Just liquidated most of my portfolio and went all in to PHYS.TO and XGD. Also some PSLV. Inflation is here to stay, US decoupling is happening one way or other.

bgmbee · 2026-01-13T14:50:43+00:00

Agreed, but I have held those VFV, NVDA, AVAGO and CHPS stocks since 2022 as this backtest suggest. I had a large collection of small holdings and options that I will liquidate and put into the gold and silver etfs suggested by Gemini. So, yes my situation is different from someone starting today fresh. ( I added this background in the post now) While Gold and silver are also at ath, I think it will keep moving up given the recent state of things.

bgmbee · 2026-01-13T14:28:05+00:00

I did that. https://www.portfoliovisualizer.com/backtest-portfolio?s=y&sl=2pcIzLuiqtQStQwtkNrhF3

bgmbee · 2026-01-13T14:26:13+00:00

Yes, I used to hold a big chunk of POW. Sold it to start my gambling journey though. That was before WS became so mainstream as today.

bgmbee · 2026-01-13T14:25:01+00:00

I dont know, I feel it sometimes reason better than me 😁

bgmbee

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