The first portfolio included: Roundy's ( RNDY), Ellington Financial ( EFC), Garmin ( GRMN), American Campus Communities ( ACC) and SPDR Gold Shares ( GLD). "Well played," Cramer said about this diversified portfolio. The second portfolio's top holdings included: Apple, Chevron ( CVX), Lockheed Martin ( LMT), McDonald's ( MCD) and Johnson & Johnson ( JNJ). Cramer said that this portfolio was also properly diversified. The third portfolio had: Vale ( VALE), Annaly Capital ( NLY), ConocoPhillips ( COP), Eli Lilly ( LLY) and AT&T as its top five stocks. Cramer said this portfolio was diversified, with a great yield to boot. The fourth portfolio's top stocks were: Petsmart ( PETM), Bank of America ( BAC), Whole Foods ( WFM), Abiomed ( ABMD) and Facebook ( FB). Cramer was also a fan of this portfolio, while noting that Facebook is, well, not a favorite of his.