I too like an opportunity to buy cheaper. My top long-term holding is a cash generator which I started to accumulate from end of 2013. Over the last 3 years I did some good trading as well. I have separated investment grade stocks and trading stocks in my portfolio. For me quality commodity stocks are also as good as other quality stocks. At some point there could be market sell-off for overvalued hot stocks of today. Mainly, my focus is for hidden gems and very attractive stocks. No value traps and growth traps in my portfolio.