STORY: While energy and healthcare stocks should fare well under a Trump presidency, Diton says, "I wouldn't stick my neck out and go super bullish coming into this Trump world, especially on the heels of two huge years in the stock market. Stay balanced."

He adds, "What he (Trump) says and what he does are often two different things. And I think he is a risk out there and it can go either direction. But I am concerned to see what he actually does once he takes office."