The cash S&P looks like it completed an A-B-C correction. The Nazz broke up out of an ascending triangle bullish continuation pattern. The Russell looks sluggish.
Individual stock-wise (not selected for groups), my Alpha Fund has EDU, AMSC, AAPL, GOOG, ORCL as long-term holdings. I have deep water drillers & select oil service[DO, GSF, RIG, NE, NOV], oils [XOM, COP, CVX, CHK, MRO, DVN, SU], refiners [VLO and integrated oils already mentioned], miners [CCJ, FCX, PCU, BHP, RIO, RTP] and BTU as an energy & miner. Then I have many India stocks.
Alpha Fund is about 150% long. I have some S&P futures, too, in the commodity account. So the Alpha Fund is effectively about 200% net long.
I'm still looking for a S&P 500 cash to hit 1700 this year, barring unforeseen events.