The name of the game for the portion of your portfolio that you want to keep in the stock market in the next year is pick those industries that were hamstrung and downtrodden in stock price solely because of Covid and invest in them. None of them are fully back yet. That would include strong hotels and strong airlines who for no fault of their own got hammered, oil because people no longer drive to the office but will one day soon, REITs hammered due to office exposure, commodities that will be in need but have not yet seen manufacturing fully recover. AA has been my strongest performer since wife and I jumped in nearly fully in early April, also X, MAR, DIS, Pulte, Truist, SYY, Starbucks and even boring ETFs hard hit for no reason like VO. That last one is already peaked but the idea is jump in when they are down due to no fundamental fault of their own since they’ll recover when the economy opens. Stay away from heavy debt burdened companies still, and those who are not the technological leaders in their industry segments. Then after that look at the segment of companies who are going to do well regardless and are picking up market share during Covid, nonetheless. They are well run with a product that is going to continue upward despite the economy getting back in the shape. Those include AAPL, Amazon, Skyworks, LH, Snap, probably Tesla.
But, the Number One rule to keep in mind is never take stock investing advice from anonymous people you’ve never met on an exotic car forum.