opc,

Well, I for one respect your questioning, seeking to understand the intricacies of this investment, and acting in accordance with your comfort level.

For me, the science is the easy part, but I must remind myself daily what the market can do to derail my plans. I have a target position size in mind, but I'm not there yet. I'm being cautious when and how to deploy the remainder of my capital. In the meantime, I occasionally trade a small portion to skim a profit. But I have decided that for the time being, I would rather be primarily "in" as opposed to "out".

I appreciate all the various ideas posted on this board. It truly makes me think more critically.

Whatever you do, follow your gut. Good Luck - I mean that!