jim lowell, i chiefestment offer at adviser investments. welcome back, congratulations on those picks. >> thank you very much. good to be avback. >> youa little bit of a defensive strategy, not ouard, but you're saying that basically we're a little long in the tooth and you never know what's going happen, so you've picked a few stocks that might shield our investors, right? >> that's right. i characterize it as defensive growth. theme funals are strong. earnings, interest rates, economic data sugsts slow growth, not no growth, is the road we're on. the midterm election coming up is going to be b vitriolic att and we think the chance for negative momentum, a mood shift in the market is there. vanguard's dividend appreciation -- >> that's your firstpick. >> first pick, an etf that basically had battleship lance sheet, blue chip names, companies that have consecutidely raised dds over the past 10 years or more, so cash in the coffers, solid management, goodloe-risk profile. i also continue to like fidelity's hmscilth care etf, a broad swath of