Cramer's 'Mad Money' Recap: Break Up to Make Up

Cramer said the portfolio was not diversified at all, as the caller had three-of-a-tech kind with IBM, Apple and Microsoft. He advised the caller to get out of IBM and Microsoft and pick up a health care stock and a retailer.

The next caller said his portfolio consisted of the following five stocks: Apple, Google (GOOG Quote), NYSE Group (NYX Quote), Goldman Sachs (GS Quote) and Sears (SHLD Quote), the last three of which Cramer owns for his charitable trust, Action Alerts PLUS.

Cramer called Apple a tech stock and Google a media play, and blessed the portfolio as diversified.

His last caller owned Cheniere Energy (LNG Quote), International Game Technology (IGT Quote), McCormick (MKC Quote), Toyota Motor (TM Quote), Altria (MO Quote), the last two of which Cramer owns for his charitable trust.

Although Cramer said the portfolio was diversified, he prefers Devon Energy (DVN Quote) to Cheniere.