I have KRE, a regional bank ETF. My problem is my current AIM programs are asking for more investment, and I've put the brakes on buying to avoid running out of cash. I've had one sell om AMZN, while most of my other programs are in buy mode. My thinking is to wait.
Also I've adopted Tom's method of not reinvesting dividends in the fixed retirement account, where cash is precious. So to some extent I've come around to Tom's thinking that I can do better deciding where to put the dividend cash. I realize the timing of this move is not the best, as it would have been better to do this when the market was doing well, still I think it's a better method now.
Adam