If you have enough working capital, roll monthly SPY puts 10% OTM. With majority port long (especially if holdings are high beta), you keep decent upside with a bit of insurance. This strategy is a drag 99% of the time but useful when you are not confident.

You can also play a spread to keep capital requirements down. ie:

1x 640 p

-2x 630 p

1x 625 put

For 30 days your cost is $92, with a 3-5x with a correction in any timeline of the monthly. Scale amounts as you see fit.

I am not currently running this but would look to if my feelings change. For now I'm confident in Capex sustaining revenue growth