for bottom did u mean 2017?? because you wrote 2007.
anyways, that would suck, your post does makes sense. I went with good stable companies and only used so far used 40% of capital ( i said 50 on my last post).
i have
coke (ko) and mcd (mcdonalds)- i think these are recession proof
usb, bac (bank of america), wfc (wells fargo) (banks that will survive,i will average down)
Valero energy (VLO)- small starter position, will average down
Apple (aapl) and google- will average down, they will struggle but people will always want the next iphone or ipod
chipotle (cmg.b)- i eat here 3x a week, great growth potential
i started with these, and will look to add Johnson and Johnson, General Electric, and eventualy Caterpilar
i only risk my own money, no margin, plus i dont heavily invest in strating companies, too much risk as i learned from sljb, although bnpd is looking great here.