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REDDIT

if market drops tom what are you buying? better to buy in sectors that have dropped a lot or those predicted to do better next few months?

A
Apr 2, 2026 · 08:58

ive been adding goog, msft, nvda, amzn, and voo for the past 5-6 weeks - mostly msft.

If market tanks tomorrow, i will add to these. but, i also want to diversify into other best of breed in other sectors. what recs?

also, curious about this business cycle chart on fidelity. seems we are in late stage of business cycle and so instinct would be to buy the sectors best suited for this period, but isnt it also the opportunity to buy stocks in the sectors that dont do well during this period - as seen by the above avg drops in big tech. ([https://digital.fidelity.com/prgw/digital/research/sector](https://digital.fidelity.com/prgw/digital/research/sector))

meaning, is it better to scoop up big tech since it has dropped more than the general market (assuming u are buying to hold long term) or to buy stocks in sectors thought to do better in a late stage of the cycle even though they have not dropped as much, if at all, so far.

thanks