should be wiping up portfolios to make sure it's appropriate allocation at appropriate time. what's appropriate right now? >> long-term, we're still bullish as you know, liz, we just hit 2100, which was our target we set for the end of last year. if you want to talk about lent and sacrifices, in here, we probably be giving up on the cyclicals, industrials, especially on the energy stocks, a real nice run, and we think the market could be in for a pullback the next several months as we think interest rates are going lower. liz: hasn't that already begun with energy? >> i'm sorry. liz: hasn't that begun with energy? >> we had a nice rally over three weeks, up 20% or more. it's time to lighten up if you're in them, and catholics we do something for lent. we don't just give up. what i would do is i would buy some of the defense, some of the utility stocks down 10%. nice yields on them, 3.5%.