Vanguard Utilities ETF (VPU)

(A Top Pick May 22/12. Up 5.95%.) Picked this because it had more blue-chip stocks. The momentum could continue on but are starting to look more expensive so he would be cautious about jumping into this at this time. You could continue holding.

His theme today is Defensive. This particular ETF holds around 80 US utility companies. Diversified and solid business model. Has underperformed the Dow index year-to-date but feels it has strong legs now, great dividend and incredibly low volatility. 3.8% yield.