I am heavily into the same sectors with KMR, EPD, EPE, CPNO and LINE. All were bought over a year ago and have substantial appreciation. I intend to hold rather that switch to other stocks in those sectors. Newer position in coal have been taken (ARLP and PVG) and in investment manager AB. I am now looking for new sectors such as NMM and SDRL. My biggest concentration is in BDC's (ACAS, AINV, MCGC, BKCC, PSEC) most with yields all over 10%. I do not intend to hold for the long term.