The more I learned about NFI over the last 2 years, the more I bought when prices got stomped, and after a while I found myself with "too much". Somewhere along the line I read that diversification is what you do when you don't know what you're doing, which made me feel better. The only time I have been in a panic was last April when I had sold puts and bought calls and faced and met a huge margin call in one account and have rolled forward. We are about 70% NFI, 20%(12 stocks)in gas and oil - largely canroys, and 10% other stuff. I check the G&O, but FOLLOW this one.