Markets have been unstable, with shares swinging to sharp positive aspects final week after steep declines. A bit of these positive aspects got here Friday , when the Dow rallied greater than 700 factors, whereas the S & P 500 and Nasdaq every popped round 2.3%. Nonetheless, there’s uncertainty round inflation and rate of interest hikes , with a Wall Avenue Journal report exhibiting some Fed officers had been involved that hikes might go too far. Buyers will look to company earnings and ahead steerage throughout this peak reporting season, with tech corporations set to report this week. John Petrides, portfolio supervisor at Tocqueville Asset Administration, mentioned, “The query is, what is going on to be the longer term steerage for these corporations since they dominate the index?” He identified that the highest 5 holdings of the S & P 500 are all big-cap tech: Apple , Microsoft , Amazon , Alphabet and Tesla . “A few of them, if not all of them, are bigger than all the vitality sector,” he advised CNBC’s ” Avenue Indicators Asia ” on Tuesday. “These corporations which might be reporting over this week, will decide the place the market goes to maneuver on a go ahead foundation for positive.” Petrides highlights three performs buyers can get into amid the choppiness. He mentioned the three themes his agency goes for now are: revenue, vitality and small-cap shares. Revenue One nice asset to earn dividends from is actual property dividend trusts, mentioned Petrides. “The REITs have had one in every of their worst calendar years in fairly a while. And it is type of head scratching to us as a result of a tough asset, a constructing {that a} REIT owns must be an excellent inflation play.” He identified they pay “very robust” dividends which might be above between 5% and seven%. “So we like that house normally. As you might have greater inflation, you might have secure money flows and lease coming in and also you get a giant dividend,” Petrides mentioned. Fund choose: Vanguard REIT ETF . Power Petrides highlighted one “attention-grabbing play” within the vitality market — Grasp Restricted Partnerships (MLPs), which commerce like shares however are actually a partnership curiosity. MLPs have normal companions who run the day-to-day operations of the enterprise, which might embrace pipelines for transporting oil and gasoline. So-called MLPs are engaging as a result of they provide yields that may exceed 7%. They’ve additionally skilled robust positive aspects this 12 months on greater vitality costs. “We all know the commodity costs are excessive. That is the place of the market the place you are shifting commodities from level A to B and … the U.S. is sitting on plenty of pure gasoline, clearly exporting plenty of that when it comes to [liquified natural gas], so shifting the commodity by way of the pipes, these pipes collectively did repay massive dividends to buyers,” mentioned Petrides. Fund choose: World X MLP Power ETF . Small caps Petrides mentioned small-cap shares have been “one of many best-performing” asset lessons on common for the reason that Nineteen Fifties. “So clearly, you take the long run play there. And we expect worth continues to be engaging regardless of its relative outperformance to progress,” he added. Some small-cap shares could be described as worth shares, that are shares that seem to commerce at a cheaper price relative to their fundamentals. Fund choose: Vanguard Small Cap Worth ETF — CNBC’s Darla Mercado contributed to this report.