| Investors of TWTD - Gold...? 13:21 - Jan 26 with 1397 views | Zx1988 |
I know there are a few people who have a good knowledge of all things investment on here, hence the question.
I currently have my 'loose change' (round-ups, bank interest, leftovers from my weekly budget, that sort of thing) invested in a Stocks & Shares ISA split as follows:
Vanguard FTSE All-World - 87%
iShares Physical Gold - 7%
WisdomTree Physical Silver - 4%
iShares Physical Platinum - 2%
Since I re-jigged my investments to hedge a small amount in precious metals at the end of December (away from 100% in the FTSE tracker), the metals have shown significant growth in value (between 12.53% on the Gold, to 39.70% on the Silver).
My question is this - is it a worthwhile proposition to consider increasing my hedge in precious metals?
My understanding is that part of the fuel for the current growth in Gold and Silver in particular is that more and more investors are getting twitchy, and moving money out of the US in particular, and into the traditional safe havens, with some of this movement driving the current surge in Ag and Au.
With that in mind, are precious metals in a bit of a bubble, that may burst or deflate somewhat if and when the feared market readjustment either happens, or the threat thereof comes to pass?
From my point of view, I'm not overly concerned about the risk profile of this particular account - I fund it with 'spare' money that I've budgeted to spend anyway.
Otherwise, are there any decent primers that I should get hold of and have a good read of? |  |
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| Investors of TWTD - Gold...? on 13:28 - Jan 26 with 1339 views | J2BLUE |
Does anyone remember that intelligent young man who was posting on here about silver when it was under £10 an ounce and gold was three digits? Whatever happened to him?
J something. There was a number in there...and he was a blue. |  |
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| Investors of TWTD - Gold...? on 13:33 - Jan 26 with 1316 views | J2BLUE |
Sorry should have answered.
I recommend the Youtube channel GoldSilver with Mike Maloney. He is a precious metals dealer but he is brilliant at the education side of things and he has a long track record of being right.
I can't say whether you should buy or not. I am not buying or selling at this price. I will look to liquidate some at £100 if it gets there. It's at £80 right now. I do believe it will get to three digits in GBP but not advising anything and you should do your own research! Good luck. [Post edited 26 Jan 13:34]
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| Investors of TWTD - Gold...? on 13:44 - Jan 26 with 1247 views | TIB |
I honestly think this is only the start for precious metals, a super cycle is on the horizon. The demand vs the shortage is a perfect storm and will see both metal prices rise and money flow into the mining industry.
I’ve been heavily invested in Greatland Gold for ten years, a high risk rollercoaster is the best way to describe it. Originally an explorer and now a certified miner, perfect timing with the price of precious metals. Maybe worth a look? They’re now debt free, share consolation completed, geographically safe jurisdiction, nearly a billion dollars in the bank and they haven’t even finished drilling the core gold body, all ore coming out currently is from old piles.
A DM away if you want further info, I’m in main investors group for it. [Post edited 26 Jan 13:47]
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| Investors of TWTD - Gold...? on 13:47 - Jan 26 with 1218 views | Pinewoodblue |
Good question. I wondered what the experts predicted the price of gold would be going forward
I looked on JPMorgan’s website and found these price prediction, published on 16th December 2025
Gold price forecasts
Table showing gold price forecasts for 2026 and 2027 with prices forecast to average $4,400/oz in 1Q, $4,655/oz in 2Q and $4,860/oz in 3Q and $5,055 in 4Q 2026.
No resemblance to what has happened in the past five weeks.
Any investment that goes up quickly can come down just as fast, The bigger risk you are prepared to take the bigger the potential for big profits, or losses.. |  |
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| Investors of TWTD - Gold...? on 13:52 - Jan 26 with 1159 views | Zx1988 |
| Investors of TWTD - Gold...? on 13:33 - Jan 26 by J2BLUE |
Sorry should have answered.
I recommend the Youtube channel GoldSilver with Mike Maloney. He is a precious metals dealer but he is brilliant at the education side of things and he has a long track record of being right.
I can't say whether you should buy or not. I am not buying or selling at this price. I will look to liquidate some at £100 if it gets there. It's at £80 right now. I do believe it will get to three digits in GBP but not advising anything and you should do your own research! Good luck. [Post edited 26 Jan 13:34]
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Silver is what has shocked me the most.
I've got a small bundle of fine silver £20 coins tucked away in my desk drawer, that I picked up for about £15 a piece a couple of years back. They're now worth about £40 a pop based on current spot prices.
I wish now that I'd hoovered up even more than I did at the time. | |
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| Investors of TWTD - Gold...? on 13:54 - Jan 26 with 1143 views | BanksterDebtSlave |
Buy a sh1t load of class A's, much lighter and more tradeable come the apocalypse. |  |
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| Investors of TWTD - Gold...? on 14:33 - Jan 26 with 1020 views | nrb1985 |
7% is a very healthy allocation already. I wouldn't go above 10% though and not at these levels. Base metals worth a look here I'd suggest - data centers and increased defence spending are likely to be strong structural drivers and prices are far less extended than gold and silver.
But, to your main point - we are likely in a structural bull market for Gold that can run for a long time.
Central banks are the main buyers now and with Trump in the white house, you will continue to see them diversify away, at a reasonable speed, from holding too many USTs.
Other near term, more tactical, drivers include rates likely coming lower in the US and ETF flows from retail investors picking up from almost non existent levels.
EDIT - oh and one other thing, I'd suggest you trim about 10-12% from your FTSE ETF and buy some EM. Standard MSCI EM ETF will be fine - they outperformed developed markets significantly last year and I think they're likely at the start of their own structural bull market along with Gold. [Post edited 26 Jan 14:38]
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| Investors of TWTD - Gold...? on 14:43 - Jan 26 with 950 views | nrb1985 |
| Investors of TWTD - Gold...? on 13:47 - Jan 26 by Pinewoodblue |
Good question. I wondered what the experts predicted the price of gold would be going forward
I looked on JPMorgan’s website and found these price prediction, published on 16th December 2025
Gold price forecasts
Table showing gold price forecasts for 2026 and 2027 with prices forecast to average $4,400/oz in 1Q, $4,655/oz in 2Q and $4,860/oz in 3Q and $5,055 in 4Q 2026.
No resemblance to what has happened in the past five weeks.
Any investment that goes up quickly can come down just as fast, The bigger risk you are prepared to take the bigger the potential for big profits, or losses.. |
With respect, the thing that has driven gold over the beginning of the year is the b@tsht insane orange man baby in the White House.
I don't think anybody had on their bingo card - "threaten to start a war with Denmark" for the beginning of this year.
Ultimately, these are forecasts are based on analyst's base case scenario and you can at least say that directionally they were right. I wouldn't be surprised if their Q4 target of ~$5k is fairly accurate - with some considerable chop in between now and then of course. [Post edited 26 Jan 14:44]
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| Investors of TWTD - Gold...? on 15:00 - Jan 26 with 897 views | BlueandTruesince82 |
Just my opinion but given how much silver is used (phones etc) its been undervalued for a while.
I'm not as sophisticated as you investmentwise but have tried to buy coins regularly though current price surge has made that a bit harder but I think long term it has a way to go yet |  |
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| Investors of TWTD - Gold...? on 15:02 - Jan 26 with 881 views | J2BLUE |
| Investors of TWTD - Gold...? on 15:00 - Jan 26 by BlueandTruesince82 |
Just my opinion but given how much silver is used (phones etc) its been undervalued for a while.
I'm not as sophisticated as you investmentwise but have tried to buy coins regularly though current price surge has made that a bit harder but I think long term it has a way to go yet |
VAT is a bastard on silver. Unless you buy Britannias. They are also CGT free so well worth it if you can find good prices. | |
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| Investors of TWTD - Gold...? on 15:34 - Jan 26 with 807 views | BlueStreak |
| Investors of TWTD - Gold...? on 13:44 - Jan 26 by TIB |
I honestly think this is only the start for precious metals, a super cycle is on the horizon. The demand vs the shortage is a perfect storm and will see both metal prices rise and money flow into the mining industry.
I’ve been heavily invested in Greatland Gold for ten years, a high risk rollercoaster is the best way to describe it. Originally an explorer and now a certified miner, perfect timing with the price of precious metals. Maybe worth a look? They’re now debt free, share consolation completed, geographically safe jurisdiction, nearly a billion dollars in the bank and they haven’t even finished drilling the core gold body, all ore coming out currently is from old piles.
A DM away if you want further info, I’m in main investors group for it. [Post edited 26 Jan 13:47]
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I am massively into GGP as well! What a ride it’s been but what a time to be holding. Drop me a DM if you want to discuss. |  | | |
| Investors of TWTD - Gold...? on 16:11 - Jan 26 with 739 views | BlueStreak |
| Investors of TWTD - Gold...? on 13:28 - Jan 26 by J2BLUE |
Does anyone remember that intelligent young man who was posting on here about silver when it was under £10 an ounce and gold was three digits? Whatever happened to him?
J something. There was a number in there...and he was a blue. |
Can I drop you a DM on silver please? | | | |
| Investors of TWTD - Gold...? on 19:53 - Jan 26 with 586 views | J2BLUE |
| Investors of TWTD - Gold...? on 16:11 - Jan 26 by BlueStreak |
Can I drop you a DM on silver please? |
Yea, no problem | |
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| Investors of TWTD - Gold...? on 21:12 - Jan 26 with 511 views | Nthsuffolkblue |
| Investors of TWTD - Gold...? on 13:28 - Jan 26 by J2BLUE |
Does anyone remember that intelligent young man who was posting on here about silver when it was under £10 an ounce and gold was three digits? Whatever happened to him?
J something. There was a number in there...and he was a blue. |
I would assume he is a multi-millionaire by now. |  |
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| Investors of TWTD - Gold...? on 21:14 - Jan 26 with 509 views | Nthsuffolkblue |
I am no expert by I would think the mantra should be buy low, sell high. Markets have moved into gold especially because they are trying to avoid volatility and uncertainty elsewhere, but I would imagine when the price is high is a poor time to buy. | |
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| Investors of TWTD - Gold...? on 21:19 - Jan 26 with 494 views | TractorWood |
| Investors of TWTD - Gold...? on 13:28 - Jan 26 by J2BLUE |
Does anyone remember that intelligent young man who was posting on here about silver when it was under £10 an ounce and gold was three digits? Whatever happened to him?
J something. There was a number in there...and he was a blue. |
Nice call.
I've been tipping Rolls Royce since 2020 when it was 90p. It's £12.37 today. |  |
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| Investors of TWTD - Gold...? on 21:23 - Jan 26 with 482 views | Nthsuffolkblue |
| Investors of TWTD - Gold...? on 21:19 - Jan 26 by TractorWood |
Nice call.
I've been tipping Rolls Royce since 2020 when it was 90p. It's £12.37 today. |
Care to share your top tip now? | |
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| Investors of TWTD - Gold...? on 21:32 - Jan 26 with 456 views | TractorWood |
| Investors of TWTD - Gold...? on 21:23 - Jan 26 by Nthsuffolkblue |
Care to share your top tip now? |
Bearing in mind the FTSE is at 10,150 huge swathes of gains are off the table on blue chips.
If pushed I think TW and VOD are likely due to improve by 30% this year. Broker ratings and targets likely supprt this. Both are also semi indemnified on the downside by above average dividends.
There is a growing sense the housing market is gathering some momentum as interest rates reduce. It's broadly acknowledged to be undervalued. Wimpey's land bank is strong.
VOD has been on a good run as its turnaround story gathers pace. Germany is back on track and 3 merger synergies emerge.
DGE and GRG have to be considered for absolute value hunters but both have bene like catching a falling knife for people who've bought along the way.
Super long term PRU and HBSC have to be considered for Asia exposure. Perhaps for the SIPP or junior ISAs.
Do your own research, capital at risk etc etc. | |
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| Investors of TWTD - Gold...? on 21:37 - Jan 26 with 438 views | Bruin56 |
Could DM me as well please, I’m a silversmith so I have more than a little interest in this, basically there aren’t many proper silversmiths left and this is going to kill the trade completely l was in Hatton Garden last week and the refineries had stopped buying silver which is no bad thing as there are some real bits of history being melted for a quick buck sadly | | | |
| Investors of TWTD - Gold...? on 21:43 - Jan 26 with 416 views | Nthsuffolkblue |
| Investors of TWTD - Gold...? on 21:37 - Jan 26 by Bruin56 |
Could DM me as well please, I’m a silversmith so I have more than a little interest in this, basically there aren’t many proper silversmiths left and this is going to kill the trade completely l was in Hatton Garden last week and the refineries had stopped buying silver which is no bad thing as there are some real bits of history being melted for a quick buck sadly |
Rumours the entire contents of nodge's trophy cabinet have gone that way are clearly false. | |
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| Investors of TWTD - Gold...? on 22:25 - Jan 26 with 357 views | StokieBlue |
| Investors of TWTD - Gold...? on 13:28 - Jan 26 by J2BLUE |
Does anyone remember that intelligent young man who was posting on here about silver when it was under £10 an ounce and gold was three digits? Whatever happened to him?
J something. There was a number in there...and he was a blue. |
Gold hasn't been 3 digits since 2009 (it's quoted in USD).
Certainly a good profit but that prediction must have been a long time ago. Well done with calling it.
SB [Post edited 26 Jan 22:53]
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| Investors of TWTD - Gold...? on 23:01 - Jan 26 with 301 views | J2BLUE |
| Investors of TWTD - Gold...? on 22:25 - Jan 26 by StokieBlue |
Gold hasn't been 3 digits since 2009 (it's quoted in USD).
Certainly a good profit but that prediction must have been a long time ago. Well done with calling it.
SB [Post edited 26 Jan 22:53]
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Gold was three digits in 2019 in GBP.
But yes, it was a long time ago because I was mainly buying silver for £9.50 VAT free from Guernsey. | |
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| Investors of TWTD - Gold...? on 04:46 - Jan 27 with 201 views | bluelagos |
| Investors of TWTD - Gold...? on 21:23 - Jan 26 by Nthsuffolkblue |
Care to share your top tip now? |
Invest in yourself. Get a skill that other people want, market it well and sell it for as much as you can.
Anyone promising to help you get rich quick, I always have one simple question, why the fck are you pushing xyz rather than sitting on a beach in Brazil...
If you have time to share pick, good luck. But unless you have some insight that is unique and not known, your insight will be priced into what you buy as it's common knowledge. So far easier to pick some tracker funds and then you basically follow the market.
Any share or fund or market you think is under valued, ask why you think it will change, cos if it doesn't change, it's not undervalued
That's my twopenneth (top tip) for what it's worth. |  |
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| Investors of TWTD - Gold...? on 11:10 - Jan 27 with 27 views | TractorWood |
| Investors of TWTD - Gold...? on 04:46 - Jan 27 by bluelagos |
Invest in yourself. Get a skill that other people want, market it well and sell it for as much as you can.
Anyone promising to help you get rich quick, I always have one simple question, why the fck are you pushing xyz rather than sitting on a beach in Brazil...
If you have time to share pick, good luck. But unless you have some insight that is unique and not known, your insight will be priced into what you buy as it's common knowledge. So far easier to pick some tracker funds and then you basically follow the market.
Any share or fund or market you think is under valued, ask why you think it will change, cos if it doesn't change, it's not undervalued
That's my twopenneth (top tip) for what it's worth. |
I sadly fit into the time category. I spend hours each day foresnically analysing the markets, earnings etc.
I wouldn't ever advocate punts.
Ps HSBC is up 2.9% today 😎 [Post edited 27 Jan 11:20]
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