I'm leaning towards the "stick to the rebalance bands" group, but there's no law that requires one to rebalance all the way in one transaction (in this case it is possible to be half pregnant). It's easier for me to rebalance into gold when the rest of the portfolio has performed so well this year.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.