AXPW is my number one pick right now for risk/reward. They are on the cusp of commercializing a Lead-Carbon battery, which allows many discharge cycles. Normal lead acid batteries sulfate after a while and fails. This is good for energy storage and certain types of hybrid vehicles.
I hold:
GOOG, MSFT, JCTCF, BRK.B, Some net current asset bargains, some microcap cigar butt FCF bargains
Just sold HRB, and WILC
I primailly invest in Ben Graham style bargains.
In addition, I am always on the hunt for companies with strong competitve positions protecting high returns on capital, decent growth prospects, and reasonable prices.
I do invest in index funds but generally just spread it around.