Lives, like markets, experience sudden turns. A dearest family member is very ill, so I am working every day enthusiastically to help in every way I can.
Still, the markets are in my thoughts, and I see no reason to change my views or positions. I remain very heavily invested in shorter term US bond funds: VFIJX (with VFISX as a duration shortener) , LSBDX (with VFSUX as a duration shortener, and PTTRX (with PFIUX as a duration shortener. A much smaller position is made up of a about ten CEF's and mortgage REITs to beef up the bond fund yields.
I have FPACX as my growth and income balanced fund and PRPFX as an overall "blender". These are not fully deployed and will be bought for cash on large declines. Finally, there is physical stored gold and silver (much less) plus a few gold stock and metals funds: ASA, GDXJ, GTU, CEF.
Overall, I'm still up 2.83% on the year based on year end total actual funds invested on December 31, 2010. If I had nothing but VFIJX (Vanguard GNMA Fund) I'd be up over 6% YTD. Given that I take some risks, I'm OK with results to date. Not great but not losing. A lot like 2008.
Public sentiment rermains abysmal, and we know that doesn't persist forever. So staying alive and ready to play with part of the money is my way.
Best wishes! May we all continue to have much to be thankful for.