In some areas, instead of going with individual names, I just bought ETF. For ex: I bought $XLI, instead of going into individual names. Industrials has lots of subsectors and the ETF has 78 names in it from industrials, transportation to defense stocks. However, tariff impact on these names are not same. Earlier, you just make an economic bet, economy is good, industrials will do better, no longer.
Those who have skills will do better. Now may be the time to find active managers and buy their funds.