My portfolio is "divided". I've just sat back and been watching all of this and I've noticed that many times when the "commodities funds" (FSAGX,FSESX,FSCHX,FSNGX) in my portfolio are up, the others, mostly Asian and Euro-Pac funds, are down. And vice versa. So when one set goes down a bit, the other gains. Will have to study this longer term to know exactly how it plays out...... Maybe this is the way to go in times like this??