I have already been saving very successfully for 1 year with the $GDXJ (-0,85%) . Despite the sharp rise in buy-ins, the return is still around 80%. The first units are up 160% after 12 months. I will definitely keep it running, as I expect a further rise in gold and silver in the medium term, from which the junior mining operators will benefit disproportionately.
However, I am not so satisfied with the performance of the 2nd ETF. This is the $WBKN (+0,41%) . which has performed rather poorly with a return of 8%. As I also believe that the blockchain sector and the companies represented in it will perform below average, I am now considering investing in $A3Z7FC instead. I see a dramatic undersupply of copper over the next few years. The only thing I don't quite like is the 15% China allocation.
What do you think? I won't be adding a 3rd ETF savings plan, just for your information. So it's just a matter of swapping and if so, into which ETF?
🏆 Gold just 44 dollars short of its all-time high - will we break the record today? 🚀
🌟 Gold price soaring
The gold market remains in absolute rally mode. After several days of strong gains, the price remains at an extremely high level - and the jump to an all-time high could happen at any time.
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💸 Fed interest rate cut boosts precious metals
The latest push is mainly due to the Fed's decision:
✔️ Fed rate cut this week
✔️ Prospect of continued loose monetary policy
✔️ Start of a new bond purchase program (USD 40 billion per month)
The whole thing acts as fuel for gold and silver, as neither yields any current interest - making them particularly attractive in periods of low interest rates.
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🏅 Gold price scratches the record
Current price: USD 4,337 per ounce
All-time high: USD 4,381
➡️ Only 44 dollars away!
Three strong trading days in a row have catapulted the market upwards. Silver is also close to its own record.
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📈 Reasons for the mega rally
Precious metals are a phenomenon in their own right in 2025:
Gold: +60% since the beginning of the year
Silver: more than doubled
Best performance in sight since 1979
The whole thing is driven by:
✔️ massive central bank buying behavior
✔️ withdrawal of many investors from government bonds
✔️ Increasing fear of currency devaluation (debasement trade)
✔️ geopolitical uncertainties
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🔮 Outlook: 2026 could be even hotter
According to market analyst Hebe Chen (Vantage Markets):
The rally is likely to continue until 2026
Central banks remain buyers
ETF inflows pick up speed again
Fed leaves "unusual room for surprises" - creating more volatility
The World Gold Council confirms:
→ Gold ETF holdings to rise almost every month in 2025
→ Silver additionally benefits from shortages and supply disruptions
