I'm adding another ETF to the portfolio, SPDR Industrials fund (XLI). I feel it is really well positioned, and is diversified to capture growth. Its largest holding is General Electric (GE), whom I like for their exposure to green energy. Also holds United Technologies (UTX) and Textron (TXT), which I like for their exposure to the vastly growing private jet market.
Again, I'm a fan of these funds because they allow you to diversify into sectors easily, while taking less risks than loading up on individual stocks.