Do you attribute any weighting, from a mathematical sense, to your allocation?  Looks like in the long run you would like to see $40 on something you're 60% allocated leaving a 5x gain.  In my mind, I would not want to un-allocate something that was considered to do a 100x gain just because I could not foretell the future.  But, then again - you use a pretty strict philosophy regarding news cycle catalysts.  I think for those of us using a different philosophy, a technology philosophy (as in CTIX pipeline technology) that lowering one's allocation in CTIX at this point in time could be catastophic to that 100x gain we have coming.