Closed the 2x leveraged gold positions (approx. 10% portfolio size) and pocketed some nice gains there.
My portfolio looks now as follows:
Cash 48,8% (in US dollars, Swedish Krona and Euros)
Gold mining companies 6,4%
Pharma/healthcare companies 5,5%
All of these positions except cash are long term buy and hold. I will not offload these even in case of bear market which I am expecting. Instead I will be increasing my positions when anything goes down significantly given that fundamentals why I own these won't change.