I know that many experts place a lot of emphasis on maintaining asset allocations fairly rigidly but I take a much more relaxed attitude to the subject. If something should be sold - or bought - I tend to do so - and hope to sort things out at a later date!
:mellow:[/QUOTE]
It was more the question of what would replace those IFTHAs had I sold them.
Asset allocation is a fine tool, to be sure, and I do try to follow my model but, like you, it's a flexible model.
There are, after all, times when tactics do trump strategy.