I buy whatever is on sale. Right now it's the oil companies. "BUT OIL COILD STAY LOW FOR....." I don't give a shit owning Standard Oil equivalents, Shell, Total etc for life isn't going to keep me up at night
The vitrol against gold is palpable right now. Great contrarian indicator. Last I knew, you still can't print a bar of gold. Personally, I prefer silver coins, but they sellout so fast, it's hard to find stock at the cheaper sources.