Been 2 weeks in Europe without any chance to update until today. Everything is updated as of close of day on Aug 11th.
Things are getting more volatile obviously. Defensive funds had a very good week. Gold, bonds, defense and aerospace, and utilities have pushed to near the top of our short term leader board as the headlines seemed dominated (even from abroad) by North Korea tensions and speculation of a top/crash approaching.
I did close out real estate FRESX for a 3% gain.
I kicked myself excessively for not getting out of FSPHX at 230...still holding.
I did get a fairly large position in gold FSAGX and caught 2.2% of last week's move.
Still holding FLBAX long term treasury fund.
To summarize, currently holding FLBAX (+0.5%, FSAGX (+2.2%) and FSPHX (+20.3% but relatively small position)
I suspect (and hope) North Korea will fade in intensity soon but will hold gold and bond fund as some insurance in case the market swoon continues.
Thanks for the reminder on the holding period for Fidelity Funds. I got a stern talking to (they called me) last year on a short term hold but nothing formal.
