Good way to diversify a small portion of our portfolio that represents growth stocks using a different methodology than our regular stock picks. This funds has a great records and contains stocks I don't usually buy due to being overvalued.

This is a great company in the wrong industry at the wrong time. When the economy does pick up this one will do well.

This is a good company in a terribly industry right now. One day in the future we'll all wish we could own this one at today's huge discount. Meanwhile, enjoy the dividend yield.

No sub-prime here. Just hot commercial properties and apartment buildings. With high occupancy rates and many long term leases with Fortune 500 companies, CLP will continue paying those impressive dividends.

People who aren't sick of the current market can still catch a cold. DGX was a good pick for us earlier this year but is getting pricey.

This is one of our best holdings this year and it probably too expensive to buy now. They're now selling the iPhone in Europe. Fundamentally strong.

You gotta have international exposure, and EEM is a great way to get it. With China getting hit, this may be a good time to get more.

This is an old favorite. The company has good fundamentals and pays dividends. I loved the previous CEO. I'm hopeful the new CEO will continue running the company well. Warren Buffett had owned this one for a while.