Basically sensible on the part of the future president, but of course stupid as a shareholder of UNH and CVS.
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@Solitair I have such perfect timing and bought at €47.2 yesterday morning 🥶.
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@BamBamInvest yesterday i bought a $UNH at 481€ in my portfolio. the second vill. also the third will come at ~450€
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•@1Chrischi1 I think you have the best option in this sector with $UNH anyway, especially as, as I said, they are not so badly affected. But if there is an exaggeration, then it will be a real one. I have liquidated my position for the time being and taken the profits, too much headwind in the sector and would like to get more into small caps and tech. But the healthcare sector has not done so well and I think this sector will also perform very well in 2025/2026. I will probably add $UNH to my portfolio again when there is more clarity here.
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@BamBamInvest Apparently it's just being priced in, if I look at the minus 10% in one week. Otherwise I haven't noticed any reason.
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•@1Chrischi1 I went in for 21 at 440. But do not plan to buy more for the time being.
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•@Solitair it's nothing more than the legislative initiative, I also see it as a good entry as a long position, but still a headwind in the short term. I almost suspect that they will push it through, but we'll see whether that leads to another price drop. In any case, this always leads to exaggerated sell-offs, which I generally always see as a good entry point. You just have to assess how badly the respective company is affected and $CVS is much more the victim than $UNH ✌️
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