Want to change portfolio, need opinions

[EricL]

For the most part I think the sector balance is okay, although I'd probably weight energy higher and financials lower. Financials look good now, but they do have a tendency to blow up every 10-15 years so be careful.

Also, consider this recent article from Tim McAleenan regarding McDonald's.

It can be tough to ride out the down turns for boring companies, but McDonald's won't be going away any time soon.