02-10-2014, 09:46 AM
There is no reason to immediately go shopping just because cash is burning a hole in one's pocket. Make a list of buy candidates, then decide on an entry point, and finally sit and wait patiently on the price to come to you. As far as whether to look for new candidates or add to existing ones. To me that only requires the answer to two questions. Are the existing holdings the best value in the current market and will adding shares take the position closer to target weighting?
Alex