I’m no financial advisor, but I agree with the sentiment that it may not be a good time to over invest, especially in specs. Having said that, I have a couple that may still do well in a downturn:
BIS make steel for military applications. I’m buoyed by the PMs comments about Australia becoming a top exporter in the sector.
BRK in oil. Like the business model. Should go from strength to strength over time.
ETFs may also be an option. I have IEM for emerging markets and BEAR as a hedge should the market fall.
I have a bunch of others, but these are my faves ATM.
