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Are You Diversified?

“Way too much concentration,” Cramer says. Two shipping companies and three dot-com companies does not a diversified portfolio make. Cramer recommends sticking with Google and Seaspan but swapping out the rest for a healthcare company, a defensive play and a financial.

Oil, credit, rail, housing and defense. Cramer blesses it but he’d rather swap out of the housing component, St. Joe, and into a financial.

A portfolio chock full of Cramer’s own charitable trust stocks. A mIneral, an auto, a tobacco, a restaurant and a retailer – now that’s diversification.

Jim's charitable trust owns Yahoo!, Union Pacific, Freeport-McMoRan, Toyota and Sears Holdings

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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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