I'm currently wrestling with a dilemma. Two significant positions in my portfolio have dipped by 15%. These are solid companies that I intend to hold for the long term. However, I've reached my allocation limit for them in my portfolio, so I can't increase my holdings. I'm curious, how do you handle such situations? Do you choose to patiently wait it out, or do you consider adding more & averaging down even when the stock has already reached its allocated percentage in your portfolio?