Bigworld, Yes, the metals continue to zoom, especially gold. Years ago I started off with a 10% allocation, which is what Jim Rickards recommends, and it's grown into a 24% allocation, yikes. I thought about buying the recent dip, using the GLD and SLV, but figured the allocation is already big enough. The miners are starting to catch fire also.
Btw, any current strategies with the overall market, Vix, etc? We have a 90 day reprieve on the reciprocal tariffs, which 'should' be enough time to get most of that resolved. The China situation will continue, but some kind of resolution seems inevitable since 125% will crush both countries. The inflation numbers this week showed cooling, so that's one less near term concern. The next GDP figure isn't until the 30th.
Fwiw, I upped the stock allocation again, to 14%, so will try to go with that for now. It includes a sizeable 'Flex' portion, so will take profits as they build up. The S+P 500 looks poised for a move up to 5500, which was the previous support area that broke down last week. Getting much beyond that in the near term may not be easy though. I'll probably take profits at 5500 and then wait for the subsequent pullback / consolidation. But just a guess, and will have to play it by ear. Nice to finally see some decent profits this year on the stock side.
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