Some observations in my port that have me thinking. ADEVX went down. Am surprised.....it's my first overseas bond fund. It did worse than PONAX, which I thought would be down. Surprised.....must think about this.
Mid CAPS hit hard....worse than large, which stands to reason. Glad I have no small caps. The worst will get cut on the rebound. It's time. What stood out this week was EM. It did better than most U.S. stuff. Real estate also did well. Added to it this week. The very bad......defense.....FSDAX. They shot it. Then MLPs also went south. I may have to look at this space.....it's cheap. Healthcare also did poorly. I think it's Bernie maybe. Bonds and VWINX did well. It's why they're in the port. It was their time to shine, and they did it well. What I thought would get pounded the worst would be tech. While it got hit, it was not the worst or as bad as I thought. We'll see on the rebound what happens. This is an area I really believe in, so we'll see. This showed me where I need to cut and add, so it was good. I only hope it ends soon because I've had enough for now. Also I would like to know what surprised you that week.....good or bad......in your port.