Rate a relative noobs portfolio stocks

I have been exploring/learning stocks for the past 2 years, my goal is to create a solid medium-long term portfolio (2-4 year horizon). Below is what I have as of todayVFH (Vanguard financial index) 23.1%CSCO (Cisco) 23.1%RTN (Raytheon) 19.8%EPD (Enterprise Prod. I have been reading for a long time it is undervalued, but it does not seem to grow muchI got into RTN because I wanted exposure to the defense industry.. I think the next few years will be more volatile than the last few (as far as military conflicts go). I bought EPD and SU a couple weeks ago, I think signs that oil will rise in the short-medium term is a pretty solid bet..

Be aware that youre going to get a K-1 for owning EPD.