Gyroscopic Investing

flyingpylon wrote: ↑Tue Oct 21, 2025 11:45 am Gold crossed into the "may rebalance" zone for my portfolio on Monday, which I define as within 2% of the "must rebalance" threshold. So I took advantage of that with a partial rebalance. Gold may eventually keep climbing, but it feels good to have taken a little off the table on a day like today. I created this concept of "may rebalance" because there were too many times that I missed out on an opportunity to take gains waiting for that last 1%. I don't have any math to prove that it's any better than anything else but it satisfies the emotional side of investing.

I guess it's better to have felt smart (or lucky) for a whole two months than to never have felt smart at all!

If this keeps up it won't be long before I have to do it again. Good problem to have, I suppose.

I can’t sell gold, and I wish there was some group like AA that I could go to for this problem.

"Across the last 5 decades, that puts the Nikkei and gold priced in Yen virtually neck and neck in terms of gains for Japanese investors and savers, rising 811% and 818% respectively since the start of 1974" https://www.bullionvault.com/gold-news/ ... -022220242

Demographics. Also, is it more difficult to code/innovate software in chinese/japanese syntax?

I tried https://www.bogleheads.org/forum/viewto ... 9#p8620469

Lets hope to go another 40 years before another video this troubling https://x.com/ArmageddonProse/status/20 ... 2245206349

boglerdude wrote: ↑Tue Dec 23, 2025 2:09 am Also, is it more difficult to code/innovate software in chinese/japanese syntax?

I think they mostly code in the languages that you code in, don’t they?

4500+

dualstow wrote: ↑Mon Dec 22, 2025 1:52 pm I can’t sell gold, and I wish there was some group like AA that I could go to for this problem.

I can’t either. It’s all good.

4500+

dualstow wrote: ↑Mon Dec 22, 2025 1:52 pm I can’t sell gold, and I wish there was some group like AA that I could go to for this problem.

Not even swaps? The gold/Silver ratio (GSR) at the start of 2025 stood at 90, a historic relative high, a ounce of gold bought 90 ounces of silver. Year end 2025 the GSR had declined to 57, swapping back gold from silver bought 57% more gold. The price of gold rose 65% across 2025, so in total 1.57 times more gold x 1.65 times higher price = 158% gain (as did the price of silver rise 158%). Year end 2025 and the GSR is more in alignment with the broader average. At the start of 2026 and the gold/copper ratio (troy ounce of gold to Kg of copper price) stands at 344 (a ounce of gold buys 344 Kg of copper). A historic extreme/high (the historic average is less than half that). CPER in the US (COPB in UK).

seajay wrote: ↑Sat Jan 10, 2026 5:18 am

dualstow wrote: ↑Mon Dec 22, 2025 1:52 pm I can’t sell gold, and I wish there was some group like AA that I could go to for this problem.

Not even swaps? The gold/Silver ratio (GSR)…

If I traded paper gold and silver, I’d probably do some swapping.

dualstow wrote: ↑Fri Jan 09, 2026 11:14 am4500+

Ahem, I mean 4600+

Wow. Unbelievable. Silver too..

In 1995 I made my only gold purchase of my life. It took ten years for it to get back to being worth what I paid for it.

Did I buy at a high at the time?

At this time it's worth about 7, 8 times what I bought it for. I think about an 8% compounded rate of return.

It's been on my list for about a year to increase my gold in my portfolio from its current 0.7% to 5%.

I'd definitely be buying at an all-time high?

But shortly in the future it may look like a low?