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Top investor Link: Get diversified in '16

Delta Air Lines planes at John F. Kennedy Airport in New York City.
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Delta Air Lines planes at John F. Kennedy Airport in New York City.

Stephanie Link, managing director at TIAA-CREF, starts her 2016 Halftime Report Portfolio Challenge with a diversified group of stocks from the financial, industrial, semiconductor, airline and food industries.

The investor beat the market last year with her picks. Here are her new ideas for the new year and reasons for buying...