I am holding the short term bonds bought back when we started discussing them a few months ago, and happy that they are out of the red, in addition to the dividend payments accrued recently.
Bigger picture, though, I am betting on tech. and have been steadily buying back the relatively small portion i sold during the downturn. In my mind, tech. is the macro picture and that hasn't changed as the larger trend. I think investors see the recent downturn as a unique opportunity and as an attractive entry point.
"Disinflation" - music to my ears.