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Market decline impact?


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I’ve been waiting to hear from “the wise ones” too! 


I’m far from being a “wise one”, but I’m probably one of the most heavily invested, with FFH being over half of my equity portfolio.  And as a long-term “buy and hold” guy, I’m also probably one of the most inactive (read “lazy”?) ones on the Board!


However, for what it’s worth I do a weekly portfolio valuation. And back on March 19 when FFH more or less peaked, FFH was 55.0% of my portfolio – and my overall portfolio was up 24% year-over-year.  So nine months later on December 11, FFH was still 54.8% -- even though my overall portfolio was down 4% year-over-year.  So in a generally down market FFH held up reasonably well considering that about 15% of my portfolio is in energy and other commodity names.  And of course in hindsight, I should have been a little less lazy back in March and taken at least something off the table!


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