tkr, the steel company that we visited in ohio not that long ago. all right.california. ian? >> caller: hey, jim, criminal minds booyah to you. how are ya? >> i totally agree with you boo-yah right back. >> caller: are you ready for the portfolio? >> yes. >> caller: okay. "v," visa, aapl, apple, gld, gold, fb, facebook, pm phillip morris. jim, am i diversified? >> okay. phillip morris, the international version of marlboro, facebook at 28, 29, that's a good stock. let's call it an internet social media play. the gold -- you know, there's the gold standard, it's gold. visa is a financial that's known really as a paper to plastic play and apple's tech. we've got tech, tobacco, we have social media, we have gold, and we have a financial. bingo. ♪ hallelujah >> no changes needed. how about we go to kathy in illinois? kathy? >> caller: hi, jim, this is kathy in illinois, home of the world famous chicago white sox. these are top five holdings and we wonder if you think we should replace any of them. >> let's go to work. >> caller: apple, aapl, caterpillar, c.a.t., h