Looks like we are on the same path. Gold is my kryptonite as well:-) I hope you have a boatload of FSELX.
Do you mind if I ask what your time horizon is for being mainly investment driven by work/401K/mutual funds? I am probably 2 - 5 years from retirement and trying to maximize my last working years. NQ I figure is a young gun...but will probably retire early for his savvy investment acumen.