Many in the financial community are talking about a massive shift from growth stocks (like the companies that have done well during the pandemic such as the FAANG stocks) to value stocks, or the companies that have been beaten down most of the year and have suffered during the pandemic (the so-called "reopening plays" like travel including airlines, leisure including cruise lines and movie theaters, physical retail, restaurants, hospitality, commercial real estate, etc.). I don't think it's a good idea to chase one or the other, but rather take a balanced approach.