Gyroscopic Investing

In January 2003 I made my allocations and investments. Since then all new investments have gone strictly into cash. No money has been added or taken away from those January 2003 investments (other than reinvesting all dividends).

Here is how those January 2003 investments have performed since then:
My 1995 gold investment has increased a cumulative 758% / 7.3% compounded annually.

Here is where I stand today via different breakdown analyses.


This is what I plan to be moving to:



Also, have a plan (not shown) as to what of each will be in:

A. Taxable

B. Traditional IRA

C. Roth IRA

I don’t see a question here.

I’ll ask one: those Now and Then columns at the top— do they represent what % each asset is of the total? VTSAX was 13% of the total but it now makes up 21% of it, right?

dualstow wrote: ↑Sun Aug 31, 2025 9:38 pm I don’t see a question here.

I’ll ask one: those Now and Then columns at the top— do they represent what % each asset is of the total? VTSAX was 13% of the total but it now makes up 21% of it, right?

You have made the correct assumption.

No question but an invitation to comment.

The Plan has changed somewhat. Still finalizing it.