Dilemma?

[Vincenzo]

OK - this is a complete edit of a post telling you all that I was just going to sit on my hands and do nothing. Then I re-read some of the replies - there are some good arguments for buying this dip and rebalancing later, not to mention that sitting on this cash, although not a huge amount, is hurting. So, still torn I'll figure it out eventually.

Anyway - thanks for all the feedback.

Edit: OK - I decided. I figured I have 15% of my portfolio in oil/gas. That's enough. No more - at least not for now. Thanks everybody.