Scott Sunshine on (XLV) until Dec 31, 2011

XLV is the Healthcare Select Sector SPDR, which I like for precisely the same reasons as its consumer staples sibling - it's a defensive play when markets go on the offense. Its performance has been pretty healthy too, chalking up 5.79% YTD. It contains 52 of the largest healthcare stocks, like Pfizer, J&J and Abbot Labs, and has solidly outperformed many of the sector's biggest names, like Pfizer and Merck. And, at only 20bps, the expense ratio won't leave you feeling sick.