[spider]

One approach here is to think about target prices on the stock: regardless of the current price, at what prices do you consider this stock a strong buy or strong sell? I.e. don't worry about how much it rose, focus on what you think the price should be. If the price rose, but you think it is still a buy, then you should continue to hold, even if it rose by a lot.

A second approach is rebalancing: if you established FXI as 8% of your portfolio at a time when you thought it was fairly valued, then rebalancing suggests you should reduce it from 12% back towards 8% if you think it's still fairly valued.

Personally, I combine these two approaches on an ad hoc basis, depending on how strongly I feel about each approach at a given time. If I have a strong opinion that the price is too high or too low, that dominates my decision, but re-balancing always provides some useful moderation/diversification constraints.