I am looking for (value?) stocks that tend to weather the storm well. I expect major corrections and a bear market in light of poor vaccination numbers, prolonged (again -.-) lockdown in Europe and China and most importantly mutating strains.
Sheer rumors of ineffective or very reduced efficacy vaccines could be very well be the catalyst for a downtrend.
My portfolio is not ready for the storm and I am planning to change that. Among other stocks Kraft Heinz caught my interest this weekend. Yesterday I noticed Berkshire owns a FAT stack. Stock looks undervalued and pays fine dividend. Not sure though how big of an impact lockdown, closed restaurants etc. would have.
Interested in your opinion, especially investors who see some headwind approaching.