- Buy large-cap stocks in developed markets, no more of small cap.
- Technology Stocks, quite a few value stocks with good potential.
- Media Stocks.
- Military expansion and supplier stocks.
- AAA-rated corporate bonds.
- Non-U.S. dividend-paying stocks.
- Japanese consumer stocks, with recent surge in disposable income of average japanese.
- Sell retailers, except discount retailers.
- Trim exposure to financials, except multiline insurers.
- Reduce stakes in energy and commodities stocks.
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