I would get ready for a big market crash if President Obama gets back in office. Look at the holdings you have and if they are at or near the last 5 year lows then you may not have to much to worry about. However if you have purchased these stocks near the highs take your profits and sit back too see what happens with the election.
My theory is to sell if I see a 5% drop or more from the current prices. PHK and PHT have fallen more than this in the last 2 weeks. You can always buy these back at a lower price.
Just a general comment to me it seems that EOS is somewhat safe along with NLY and ARR. Also PMF a PIMCO Bond fund maybe a good place to put your money. 

Once the market bottoms out buy back what you have sold at lower prices. Once again look at the 3 to 5 year lows on bigcharts.com  
Thank you to everyone who has downloaded and read one of my books.  Since I am now retired I can have more time to write which I enjoy doing. Many people have told me how much they enjoyed my American Gaijin in Asia travel stories. Even more have told me how THE RACE FOR MONEY has helped them to have a better retirement income.

One of my friends got lucky and won $500,000 in the lottery but he did not know how to invest the money. He read my book and is and making over 10% a year and will be set for retirement in 10 years.  He told his Father about it who was making 3 to 4% a year on his retirement money and now he is hauling in 12% a year. It is great to see people who benefit from my book. If you find it helped you please email me. Good or bad let me know how you like my books. Do a review on Amazon and let everyone know if you like it or not.

Many have advised me that my Small Business Accounting Tools book and Letters of Credit ; How They Work have helped their Small Business in International Sales and become profitable.

My Children’s book True Life Adventures of Tommy and Ronnie, a book about my brother and I growing up has be well received and is being looked at for use in grade schools. I will be writing more adventures soon.

Thanks again.

Thomas H. Ward