Still a bull market

Not much change.  Sold some losers, ride the winners:

• Sold some things that didn't work out.  High beta tech, and EMs.
• Replaced them with things that are working: gold, copper, precious/industrial metals & healthcare.
• No changes to my fundamental picks.  The Japanese SAAS stocks, NICE Information Services and the LATAM banks have been rising nicely.

Still think its a bull market.  I am 100% invested so cannot take advantage of Friday night's drop.

My portfolio is up nicely, nearly 4% in the past month.  Lets see how long it goes on for.