2D·

What’s your take on the recent drop in Gold?

Gold has pulled back quite a bit recently after a very strong run, and I’m curious to hear how everyone is interpreting this move. I’m currently down 6% on my $4GLD (+1.59%)


Do you see this as a healthy correction, the start of a bigger reversal, or just short-term volatility before another move higher?


I’m also interested in hearing whether people still view gold as a strong hedge in the current macro environment, especially with rates, inflation, and geopolitical uncertainty still in the picture.


Are you guys holding position, or reducing exposure?


Would be interesting to hear different perspectives and open up a healthy discussion around it ✌️

3
9 Comments

profile image
Unpopular opinion: still expensive in my view and not a good hedge anymore it seems.

Only good thing about holding Gold is that you can sell it taxfree after 1 year in Germany. I have some in my depot (buy in 62€) but would not buy more anytime soon.
1
profile image
@Keineui I kinda agree with you, my position is maybe too big, around 8%. I don’t know if I just accept the loss and trim it or if I let it run like it is right now
profile image
@emppsb 8% is not that much. What is your time Horizon? Why do you have gold in your portfolio? The answer to these questions will provide direction.
2
profile image
@GiCi My time horizon is at least 20 years. Main reasons I hold gold is for inflation protection, diversification and store of value... also because the demand for gold in the semiconductor sector is huge. Thank you for your comment
profile image
@emppsb I would just keep it and Focus on DCA your other Investments.
3
profile image
For me it Looks Like a healthy correction.
Currently Gold is less than 2% of my wealth. I am buying every January to bring it up to at least 5% via DCA.
1
profile image
@Wealth-Accelerator yeap i think I’ve built the position to fast, i should have wait more between buys. Now its 8% position, going down if I want to buy more to lower the buy price the position is going to be even bigger. I’ll just wait and see what happens, hopefully is just a healthy correction sensei 🫡
People are less scared (Iran war might stop and an agreement happens, Putin seems to become weaker too) and get greedy again, so they free up money to move it elsewhere.
1
profile image
@fund_navigator_elshq That’s actually a good response and makes total sense, I agree. Thank you for your time 🙏
1
Join the conversation