some back of envelope numbers, page-3

Thanks John...nice post.

I have plenty of MOF, so expect I will only top up if it hits teens.

A bit concerned that overall market is still 40% to 50% from where we bottomed. If overall market came off to under 4000 or even back to 3500, then MOF and many others with material leverage I expect will come off even more.

Long term, agree it is a great buy, but short term must say I am a bit nervous about the overall market.

Having said all that, if I had no or little MOF exposure, I would be using the current weakness to start building a position.

Anyway, just my thoughts.