I understand your angst, but I see this as the unfurling of a wonderful buying opportunity. If you're too heavily committed, lighten up on something. I would suggest NEM as I think the future belongs to the juniors.
**** NEM is a junior?
No, not at all! I meant I would dump NEM if you were feeling too heavy into the shiny. I greatly prefer the juniors to show the biggest % gains in the months to come and that is where I'm placing my money. Sorry for the confusion.