A range of rotational play lately in the market. Lately burning into ICT related counters. However, only if you calculated the risk and you are comfortable with it. If not, go for recovery stock in retail, tourism, mall, airlines to catch the wave. Personally I think banks are inevitable coming back strong soon.
If based on world vaccination program and the infected rate possibly creates natural antibodies. I think by next month or most April herd will be achieved starting even US. Hold you stock in Feb and only consider dispose in March.