Jim Cramer's Portfolios of the Week

Updated from 6:34 a.m. EDT with new stock portfolios.

Once again, Cramer found plenty of opportunities for investors this week. Now that the market has had some time to absorb the Fed rate cuts, Cramer was out focusing on ways to invest in a lower interest rate environment. Here are some Cramer highlights from the past week, as aggregated from his "Mad Money" TV show, the "Stop Trading!" segment on CNBC and his RealMoney blog posts.

Cramer's Infrastructure Stocks: Cramer has found a secret that he thinks can keep the infrastructure stocks moving higher. That secret is market cap.

In an Oct. 3 blog post he wrote, "The secret is market cap. These are all the functional equivalent of small- or mid-cap stocks. Most of their capitalizations are in the $5 billion to $10 billion range and that's just not enough size to make a difference to the average hedge fund or mutual fund manager unless he or she takes a monster positioning the name." Cramer's Infrastructure Stocks included Foster Wheeler (FWLT Quote) and KBR (KBR Quote).

Cramer's Bank Stock Bottom Plays: On Wednesday, Cramer was calling a bottom in the banking stocks. He feels that the bottom was made once estimate cuts for the sector hit Wall Street.

In an Oct. 3 blog post he wrote, "This is one of the few honest-to-betsy indicators that has always worked. It is incredible ... unless you believe in the maximum despair theory, meaning that the estimate cuts represented the maximum moment of pain." Cramer's Bank Stock Bottom Plays included Goldman Sachs and Merrill Lynch (MER Quote).