The second portfolio's top holdings included: Annaly Capital ( NLY), Coca-Cola ( KO), Nike ( NKE), Kraft ( KFT) and Abiomed ( ABMD). Cramer said that he would bless this portfolio, as Coke doesn't have a major food component to compete with Kraft. The third portfolio had: Bank of America ( BAC), Dendreon ( DNDN), Enbridge Energy Partners ( EEP), Merck ( MRK) and AT&T ( T) as its top five stocks. Cramer recommended selling Dendreon and adding a technology company like Apple ( AAPL), a stock which he owns for his charitable trust, Action Alerts PLUS . --Written by Scott Rutt in Washington, D.C. To contact the writer of this article, click here: Scott Rutt. To follow the writer on Twitter, go to http://twitter.com/scottrutt. To submit a news tip, send an email to: email@example.com. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.