. >> you're in philadelphia, vince, one of my good friends in fellow, philadelphia jack boog l says don't just do something, stand there. is this the time you want to do less, rather than more in your portfolio? >> well, i think so, tyler. that is a good strategy as to just stay long with the stock market, over wait the stock market now and over wait corporate bonds. >> obviously, you're saying by implication stay away from treasuries. i assume you mostly mean longer term treasuries, and stay away from reets, which might be sensitive to interest rate moves. >> that's right. i think the reet market, the entire market in the financial sector, the real estate trustings, some are training from five to ten times one year annual revenue which is unsustainable. i would stay away from that. in terms of corporate bond, we may be in an era not dissimilar to the '40s, '50s and '60s, the rates will rise slightly but not by much. >> let's talk a little bit about stocks. stay into stocks. let's go into that deeper, what kind of stocks, what sectors and u.s. or international? >> well, you know, when we'