| Investors of TWTD - Gold...? 13:21 - Jan 26 with 3062 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 12:56 - Jan 27 with 769 views | J2BLUE |
| 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 like mega trends.
Clean energy
AI
Robotics
Healthcare/Biotech
It won't be popular but Amazon and Tesla are two companies likely to benefit hugely from AI and robotics. Amazon are laying off thousands of staff as they replace them with robots and AI.
I absolutely love finance. I wish it was my career. |  |
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| Investors of TWTD - Gold...? on 13:04 - Jan 27 with 749 views | BanksterDebtSlave |
| Investors of TWTD - Gold...? on 12:56 - Jan 27 by J2BLUE |
I like mega trends.
Clean energy
AI
Robotics
Healthcare/Biotech
It won't be popular but Amazon and Tesla are two companies likely to benefit hugely from AI and robotics. Amazon are laying off thousands of staff as they replace them with robots and AI.
I absolutely love finance. I wish it was my career. |
I always knew you were a sociopath!  |  |
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| Investors of TWTD - Gold...? on 13:09 - Jan 27 with 729 views | J2BLUE |
| Investors of TWTD - Gold...? on 13:04 - Jan 27 by BanksterDebtSlave |
I always knew you were a sociopath! |
How so? | |
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| Investors of TWTD - Gold...? on 13:18 - Jan 27 with 708 views | lowhouseblue |
i'm torn on this. on the one hand if it walks and quacks like a bubble then it's probably a bubble. on the other hand there are clearly big structural shifts going on which, if sustained, could make it a long lasting bubble. equally it's not just gold and silver and extends to other commodities such as copper with very strong underlying market dynamics. plus i think the us economy is on for a big 2026/7, with high growth, rising asset prices, a huge budget deficit, inflationary pressures, and a weakening dollar. all possibly supporting commodity markets.
but there again, a golden rule should be that when booming investment values are discussed on twtd it ought to be a sign of an impending crash. the equivalent of share tips from lift boys just before the 29 crash. [Post edited 27 Jan 13:21]
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| And so as the loose-bowelled pigeon of time swoops low over the unsuspecting tourist of destiny, and the flatulent skunk of fate wanders into the air-conditioning system of eternity, I notice it's the end of the show |
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| TWTD - Gold... on 13:36 - Jan 27 with 693 views | Bloots |
….is a great idea for a football forum.
Like this place but less Trump and Farage and more toilet jokes, football and fun.
Those were the days. |  |
| "The holy trinity” - TWTD User (Jan 2026) |
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| Investors of TWTD - Gold...? on 16:04 - Jan 28 with 589 views | J2BLUE |
| Investors of TWTD - Gold...? on 12:56 - Jan 27 by J2BLUE |
I like mega trends.
Clean energy
AI
Robotics
Healthcare/Biotech
It won't be popular but Amazon and Tesla are two companies likely to benefit hugely from AI and robotics. Amazon are laying off thousands of staff as they replace them with robots and AI.
I absolutely love finance. I wish it was my career. |
Another 16,000 job cuts at Amazon
https://www.bbc.co.uk/news/art
I take no pleasure in people losing their jobs but we're at the start of an AI/robotics revolution and I see little alternative to investing in these companies even if it feels unethical. AI will come for my job in 2-3 years and who knows what the future holds in terms of jobs/UBI etc so need to prepare our own financial buffers. | |
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| Investors of TWTD - Gold...? on 16:17 - Jan 28 with 561 views | itfc48 |
| Investors of TWTD - Gold...? on 16:04 - Jan 28 by J2BLUE |
Another 16,000 job cuts at Amazon
https://www.bbc.co.uk/news/art
I take no pleasure in people losing their jobs but we're at the start of an AI/robotics revolution and I see little alternative to investing in these companies even if it feels unethical. AI will come for my job in 2-3 years and who knows what the future holds in terms of jobs/UBI etc so need to prepare our own financial buffers. |
Yeah I've thought a lot about that recently as well. It makes it even more daft that the Government are currently screwing over hospitality, as those are jobs that AI wouldn't replace. | | | |
| Investors of TWTD - Gold...? on 16:42 - Jan 28 with 551 views | Daninthecampo |
Unless you're physically holding the gold bar/ coins etc it's not such a safe haven as mamy think!
The money invested in gold funds/ ETF's is about 100 times more than the actual amount of physical gold found in the world!
There's lots of money to made in precious metals but im not currently advising my clients into gold | | | |
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| Investors of TWTD - Gold...? on 08:34 - Jan 29 with 476 views | TIB |
Mad rally for gold overnight…just saw this, food for thought:
“It took gold over 5,600 years to hit $1,000/oz for the first time, in 2008, amid the worst financial crisis in US history.
Meanwhile, gold prices just rose +$1,000/oz in 28 days.
But don't worry, fiat currencies are completely fine.” |  |
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| Investors of TWTD - Gold...? on 10:05 - Jan 29 with 439 views | BanksterDebtSlave |
| Investors of TWTD - Gold...? on 16:04 - Jan 28 by J2BLUE |
Another 16,000 job cuts at Amazon
https://www.bbc.co.uk/news/art
I take no pleasure in people losing their jobs but we're at the start of an AI/robotics revolution and I see little alternative to investing in these companies even if it feels unethical. AI will come for my job in 2-3 years and who knows what the future holds in terms of jobs/UBI etc so need to prepare our own financial buffers. |
You answered your own question for me!
Edit...shares in Tesla? [Post edited 29 Jan 10:08]
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| Investors of TWTD - Gold...? on 10:14 - Jan 29 with 423 views | nrb1985 |
| Investors of TWTD - Gold...? on 08:34 - Jan 29 by TIB |
Mad rally for gold overnight…just saw this, food for thought:
“It took gold over 5,600 years to hit $1,000/oz for the first time, in 2008, amid the worst financial crisis in US history.
Meanwhile, gold prices just rose +$1,000/oz in 28 days.
But don't worry, fiat currencies are completely fine.” |
It has less to do with fiat currencies and government debt at the moment and a lot more to do with central bank demand and their desire to not hold so much in the way of US assets on their balance sheets which can be easily confiscated. This has been the main driver ever since the Russian invasion.
It’s not a coincidence that it’s moved so much higher to begin the year given Trump has gone after Venezuela, Iran and even Denmark…
If Investors were truly worried about fiat currencies or a “debasement trade” then U.S. treasuries wouldn’t be sitting at 4.3%. And Bitcoin wouldn’t be at 12 month lows. [Post edited 29 Jan 11:39]
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| Investors of TWTD - Gold...? on 10:16 - Jan 29 with 418 views | J2BLUE |
| Investors of TWTD - Gold...? on 10:05 - Jan 29 by BanksterDebtSlave |
You answered your own question for me!
Edit...shares in Tesla? [Post edited 29 Jan 10:08]
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The future is coming whether we like it or not. We can only play the hand we are dealt.
Tesla is a great long term bet IMO. Do you have a pension? If so you probably own some too! | |
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| Investors of TWTD - Gold...? on 10:32 - Jan 29 with 398 views | BanksterDebtSlave |
| Investors of TWTD - Gold...? on 10:16 - Jan 29 by J2BLUE |
The future is coming whether we like it or not. We can only play the hand we are dealt.
Tesla is a great long term bet IMO. Do you have a pension? If so you probably own some too! |
Investing in things that I disagree with/that are owned by fascists and indeed often make society worse is not for me and why I suggested sociopathy.
No I do not.....might have to invest in some grow lights for OAP security! | |
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| Investors of TWTD - Gold...? on 10:56 - Jan 29 with 364 views | mellowblue |
| Investors of TWTD - Gold...? on 13:18 - Jan 27 by lowhouseblue |
i'm torn on this. on the one hand if it walks and quacks like a bubble then it's probably a bubble. on the other hand there are clearly big structural shifts going on which, if sustained, could make it a long lasting bubble. equally it's not just gold and silver and extends to other commodities such as copper with very strong underlying market dynamics. plus i think the us economy is on for a big 2026/7, with high growth, rising asset prices, a huge budget deficit, inflationary pressures, and a weakening dollar. all possibly supporting commodity markets.
but there again, a golden rule should be that when booming investment values are discussed on twtd it ought to be a sign of an impending crash. the equivalent of share tips from lift boys just before the 29 crash. [Post edited 27 Jan 13:21]
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Electricians I know make a mint from stripping cables for the copper when they are re-wiring a property. | | | |
| Investors of TWTD - Gold...? on 14:12 - Jan 29 with 299 views | nrb1985 |
| Investors of TWTD - Gold...? on 10:56 - Jan 29 by mellowblue |
Electricians I know make a mint from stripping cables for the copper when they are re-wiring a property. |
Copper up +10% today alone - make sure they buy you a beer later! [Post edited 29 Jan 14:14]
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| Investors of TWTD - Gold...? on 11:54 - Jan 30 with 203 views | WeWereZombies |
On a related note, has anyone clocked the value of the pound against the US dollar this morning ? |  |
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| Investors of TWTD - Gold...? on 14:28 - Jan 30 with 168 views | TractorWood |
| Investors of TWTD - Gold...? on 11:54 - Jan 30 by WeWereZombies |
On a related note, has anyone clocked the value of the pound against the US dollar this morning ? |
I suspect the Dollar is sliding globally as opposed to the pound being on a run.
With an increasingly unpredictable US, improving relations globally and actually stretching our legs globally does make sense.
I think Starmer is right to try and improve relations with China. Economic alignment makes loads of sense but we need to lobby our profound security concerns privately. |  |
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| Investors of TWTD - Gold...? on 16:46 - Jan 30 with 124 views | nrb1985 |
GS with a client note out on gold today;
From the Trading Floor: Can Gold Keep Rising?
Gold has capped off a huge 2025 rally with a blazing start to 2026. While prices declined in early trading on Friday, Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, says the precious metal could continue to rise.
The main driver of the move has been global central banks’ shift from the US dollar to precious metals, Sehgal says.
“These are tiny markets compared to global stocks or fixed income, so the smallest change in demand makes prices go parabolic,” Sehgal says on this week’s episode of The Markets podcast.
He says that only about 5% of the world’s gold is currently held by speculators. “If a central bank decides they want to pivot away from the dollar and own more gold, that is going to move the price quite violently. Which is what we're observing.”
For this reason, Sehgal is skeptical of arguments that gold is currently being driven by speculative mania.
“We think this is a multi-decade trajectory," he says. He adds that gold “barely moved” from 2010 to 2020 even as growth-oriented stocks surged, which means the recent move can partially be categorized as a catch-up.
“Do we expect gold to continue to appreciate exponentially as it has? No. But we’re not fussed about there being a lot of froth when it comes to precious metals,” he says.
In fact, he recommends that investors own both equities and gold (rather than equities and fixed income) in a refreshed version of a barbell portfolio. | | | |
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