That’s a big ass portfolio 
AMD vs Intel, I see you bet heavily on AMD to come out winner.
AVGO is powerhouse coming with force, now after CA Technologies and Symantec M&A, even at current valuation is very solid buy. Increasing revenue from Enterprise software/services, higher margines etc.
ABBV is a good play in Healthcare, would consider BMY. Both coming out of M&A with huge growth potential.
REITs, feel like you building nuclear bunker there No retail stuff 
I wonder how you keep tab on all those 