Monkey,
It’s a question of strategy. How much upside potential are you willing to sacrifice in order to protect against downside? This board’s answer is “not much”. Basically, keep some cash on the side to buy stocks on the cheap when a correction comes.
You can also buy bonds and stocks like WM or NESR if that makes you sleep better, nobody will hold it against you.
Or you can do a combination of those two approaches and have safe money in addition to saul stocks.
However, I’d prefer this board to stick to the growth stock and leave macroeconomic trends and safe investments to other boards.