Good moves Arwen, I look around and I just can't find anything I like at the right price. I'm certainly bullish on stocks, just not at these valuations. I may be wrong, but in the past, putting money to work when the general market has sold off is the way to go.
I will hold my core since I tend to hold positions for many years. I think it is important to lock in a low cost basis. Thats just how I run things since I'm more value conscious than your average momentum player. Nothing wrong with momentum, but it's not in my personality.