I just sold the quarter of my 401K I had in SDY. I did quite a lot of research to see who was really growing, since the US is probably stuck for a long time, and happened onto a stock with outstanding numbers. It is a Panamanian stock that provides services throughout that region. I was looking in Panama since the IMF shows them growing at 8% next year. They should keep growing at an outstanding rate for the next five years (again according to the IMF). It wouldn't hurt my investment if everyone else decided to pile in :) The stock is CPA. Have a look at it and see if you don't agree.