If you own oil you dont need more oil-dont be a bandwagon investor. You may even consider shorting some bond funds in the not so distant future. Rates have to go up at some point.
moral of the stock market story: stay diversified, rebalance often and dont own more than 20 weakly
correlated securities to make up your long term portfolio. and take the long view.
I think csco and sun are really do.