No. of Recommendations: 1
In addition to what JLC said, you don't have much healthcare, JNJ is the only one I see.

I personally believe that the healthcare will have outsized growth compared to the rest of the economy, mainly becuase the population is aging, and health care is more accessible due to the ACA.

Back in 2008 I did a portfolio review and added FSHCX (Fidelity Select Medical), about 15% of my port. Since that time it has been on fire, handily beating the S&P and any other stock or mutual fund that I own. For the reasons I mentioned, it seems reasonable to me that the health care sector will continue to outperform.
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