By looking at the total cash, we could decide whether or not we wanted to "bump up" our purchase of one of our holdings, especially if its trading at a discount. We could decide to buy equal amounts (based on the cash available) of the "2 stocks off the largest % or up the smallest %". Just thinking out loud with this and I was wondering what the rest of you think about this type of approach. Once or twice a year, at the most would by my thought, with the possible exception of a downside trigger of 20% or 30%. If a stock hit that level, it would automatically trigger a buy with 50% of whatever cash was on hand at that time. If we decided to do this, it could easily be added to the spreadsheet as a new column "buy trigger price".....