Hmm, my counter to that is ROC could be a good way of spreading...

Hmm, my counter to that is ROC could be a good way of spreading risk while still offering similar upside? :)

I have to ask, what makes you hold HZN over ROC? (I ask because I do keep an eye on HZN, but for now, find its mixed assets hard to fully comprehend, so I feel 'safer' because I feel I can understand everything ROC is doing.

I know you wont take that as a negative to HZN, just simply my failings. Have you by any chance done any in-depth posts on HZN where you have discussed its merits?