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BlackRock's Bob Doll says the investor needs to realize where we are in both the economic cycle and the market cycle, and he has some suggestions about where to re-adjust a portfolio.
"This is a time to be dollar-cost-averaging out of safe assets — Treasurys — into more risk assets — equities and corporate bonds," he told CNBC.
Often, when things look the worst in the rear-view mirror, that's the best time to get into the game.
"We still think a diversified portfolio makes sense," he said. "Our favorite cyclical sector (is) energy; favorite growth sector, technology, and favorite defensive sector, health care."
He's naming names, too.
Recommendations:
"In the pharmaceutical space, Johnson & Johnson [JNJ
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], (Eli) Lilly [LLY
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], Pfizer [PFE
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], post their acquisition of Wyeth [WYE
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]," he said.
As for technology, some stock prices have already posted substantial increases.
"Some of the big broad multinationals like IBM [IBM
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] can be added, especially on weakness," Doll said.
(See Part One for Doll's health insurer and service picks.)
Disclosures:
Disclosure information for Bob Doll was not immediately available.
Data is a real-time snapshot *Data is delayed at least 15 minutes