portfolio today

If I were starting a new portfolio today, which of the 30-some stocks and funds that I own would I begin with. How about KSK? -- the synthetic Ford CORTS that are supported by senior bonds. They're still yielding 10 percent and haven't gone up with the common. In fact, they're trading for a buck less than the underlying value of the bonds. At 18.30, there's quite a bit of room before they return to par (25) and the common is signaling that the company is recovering. It's pretty unthinkable that the Ford Motor Co. would go bankrupt.
I have about a 20 percent gain in these already over the last couple of years, plus that high dividend. Looking for it to go up some more with relative safety.