Highest Stocks 2009

Portfolio ideal for conservative investors in October / November 2009?
I've always been a conservative investor, almost paranoid prize. Ago I recently saw many alternative strategies in bond funds, international bond funds, municipal funds, REITs, etc. I would not consider some actions (although small percentage of total portfolio). Can you recommend a portfolio based on the current economy DREAM Forecast and 12 months from November 2009? Thanks! Prefer PS stay away from funds with high fees, high rates and therefore on.
Finance companies, real estate developers, oil, must be some of the best performers in the market over next 12 months.
Health Insurance Stock At Highest Levels In A Year