For me to tell you what I would do is not helpful, because all of us has a different trading/investing plan. I think what you are really asking is what should you do, not what should I do. I cannot answer for you either, because I do not give specific advice to anyone and I do not know your plan anyway.
However, what I can tell you is that value investing pays off best in the early parts of a bull market and growth investing has its day later in the bull market. In a bear market, the most over valued stocks will fall furthest and so will the cyclical stocks. So, because market risk is high, I advocate that everyone should be taking a defensive posture. To me that means undervalued non-cyclical stocks.