Originally Posted by cbo111
... I'm looking for recommendations for what you savvy investors think might do better, maybe targeting sectors that will bounce back quicker than the whole market. ...
My guess is that most "savvy" investors don't try to pick stocks or sectors.
Think about it this way: Unless you have inside knowledge that "the market" as a whole does not have, the prices in the market always reflect a consensus on the economic value of a sector or stock (the "Efficient Market Hypothesis") plus/minus a psychological factor. So picking a sector is basically making a bet against the consensus and predicting that a future consensus will give the stock or sector a higher valuation. IOW, a gamble. Nothing wrong with gambling as long as you understand it for what it is.
Your two funds are the best long term strategy. Buffett: “The stock market is a device for transferring money from the impatient to the patient.
Entertainment for shut-ins: https://review.chicagobooth.edu/econ...kets-efficient
Fama and Thaler talking about market pricing. Beware: The transcript is edited and not complete. You'll have to watch the video to get the full benefit of these two Nobel Prize winners' wisdom.