(A Top Pick Feb 08/18, Down 10%) Broadly speaking the aerospace arena is still favorable. The market has dialed down a little as more peaceful discussions have started with North Korea. He still wants to hold and likes their investment into electronic defense technology.

(A Top Pick Feb 08/18, Up 37%) A high-quality holding, who's business is less evasive surgery technology. They have massive market share in the space. Lots of spending by hospitals will go into this. You have to accept it will be volatile at times.

(A Top Pick Feb 08/18, Up 19%) A conservative holding, which sees strong reoccurring revenue for the exchange. He thinks as the market volatility increases, it will also benefit. -- a bit counter-cyclical with some price insensitivity.

This was a product of the 2008 financial crisis. They have a lending and a debt service part to their business. They own clean mortgage securities assets. You want to try to buy below book value and they have a good dividend. He thinks the yield is safe.

He likes the midstream and pipeline space and the yield. There are discussions around selling the CO2 part of the business that could create noise going forward. He would like to avoid any potential drama. Yield 4.3%

A big name in IGV-A, a software ETF he loves and is a core holding. CRM-N has sustainable 20% annual growth and it continues to have a strong reoccurring revenue steam. It may be expensive at 9 times forward sales, which could create volatility going forward.

A big name in IGV-A, a software ETF he loves and is a core holding. CRM-N has sustainable 20% annual growth and it continues to have a strong reoccurring revenue steam. It may be expensive at 9 times forward sales, which could create volatility going forward.