HC, I share your concern. Previously I mentioned that LAAC SP might outperform LAC during the next 6 month. Just my opinion. I have large position in both , so I decided to trim my LAC a little bit , plus I always had a small position in oil stock as a hedge. Considering Middle East situation I doubled my oil position, temporarily , just in case.  But I will quickly increase my LAC holding as soon as I feel it reached the bottom.