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Are You Diversified?

Cramer had mentioned Aecom as another way to play the same industry as McDermott. Unfortunately, that’s two-of-a-kind. It’s tough to throw away Aecom, but McDermott is better, he says. He would pick up a financial like Goldman Sachs in Aecom’s place.

This portfolio is overloaded, Cramer says. He would sell Idearc and either Vodafone or Qwest and get into a financial or a healthcare company.

Jim's charitable trust owns Goldman Sachs.

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  • Jim Cramer

    Jim Cramer is host of CNBC's "Mad Money" and co-anchor of the 9 a.m. ET hour of CNBC's "Squawk on the Street."

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