Most likely I would put the money into things that mirror UTG for yield and SRE for growth. In the yield case, possibly BUI (yield 6.3%) and/or GUT (yield 7.5%), and in the growth case, possibly NEE and/or AES. I am discounting the probability of a recession, which I rate very low. And speaking of infrastructure, I think a bill, if it were to come, might have a heavy focus on green energy which would likely benefit the likes of NEE and AES.
If Trump wins I might reconsider as the stock market and the economy could get pretty overheated. But for now, strong employment and low energy prices just don't spell recession.