I ditched all my big cap funds a while back except for the few that pay out near 10% dividend rates. I have most of my money in those high div rate stocks, like BMY and TICC. I have a couple smaller holds in stuff i bought when they were borderline bankrupt, like FITB that i bought at 1.20 (and is now over 13) and SIRI (9 cents, doubled down a couple times in the 20s and 30s, now over 2 and headed to 3) round out the 2nd half of my portfolio for the most part, but those were high risk gambles that paid off greatly. I just as easily could have lost it all ala lehman brothers. The news and everything else has too much swagger on the 'name brand' stocks. There's better money to be made elsewhere IMO.
I also think, in general, it's a horrible time to buy. Everything is up up up because our dollar is crap crap crap. I haven't bought in to anything in a long time.