Janet (@Levinson_G) on getquin

1D·

Investing in demographic change

In view of the increasing and ageing world population, perhaps I should give the healthcare sector a higher weighting in my portfolio.

I could select a few individual stocks or invest in a sector ETF.

So far, I only have Intuitive Surgical in my portfolio $ISRG (-0.16%) and, in a broader sense, Medical Properties Trust Reit $MPW (+0.24%) .

Both positions make up around 5% of my portfolio, although MPW will certainly come in for criticism in view of its allocation to the healthcare sector. Excluding MPW, I have around 2.5% in the healthcare sector. In any case, there is still room for improvement, it should be around 10-15%.

I could easily implement the whole thing with this ETF, for example $XDWH (+1.6%) or with individual shares. The following would come to mind spontaneously.

$UNH (-0.04%) UnitedHealth, health insurance

$TMO (+0.05%) Thermo Fischer, laboratory equipment

$SYK (-0.47%) Stryker, medical technology, a direct competitor of intuit Surgical

$ABBV (+3.77%) AbbVie, drug research.

$WELL (+0.38%) Tower, senior housing and medical real estate

And then there are all the pharmaceutical stocks that we've been reading a lot about here recently:

$NOVO B (+3%) Novo Nordisk

$JNJ (+0.25%) Johnson²

$MRK (-0.21%) Merck

$LLY (+0.49%) Eli Lilly

What do you think ETF or individual stocks? Which stocks should I take a closer look at? Where are you invested? Where do you see the greatest potential?

6 Comments

Philipp@arroGunT

ETF. No one in the world can monitor the expiring patents (resulting competition), development studies and research.
AbbVie, for example, fell 15% because the results of a study were not as promising as those of the competition.
Novo has lost 30% because side effects of the weight loss injection are slowly depressing the share price.

Unfortunately, the ETF search is difficult. There is no global health ETF.
Either EU or USA.
Low fund volume, non-distributing, etc..
I have not yet been able to find the right one for me.

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Gomerdoc@Gomerdoc

Stryker, Amgen, Novo Nordisk and possibly Danaher. Buy and wait. World class performance and research. These are the companies that have shown for 40 years that they are always at the top with swimming and swimming respectively. Danaher's share price performance: a dream, almost as if drawn with a ruler.

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Patschke6686@Patschke6686

I have Danaher, Thermo, Abbvie, Amgen, J&J, Merck, Novo Nordisk, Stryker and United Health :)
I see Danaher and Novo as having the greatest potential, Stryker has already done well.

I also have Idexx and Zoetis from the veterinary sector, which still have some catching up to do

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Marcel@xzxzx

I have the $XDWH. I'm also very happy with it, but it has a very small rear volume.

But I decided on the ETF because I see the health sector, just like the tech sector (which is why I also have an ETF), growing rapidly. I think weight loss injections were just the beginning and I don't want to sit in front of my computer for hours reading through the next study from some pharmaceutical company.

Likewise, you never know who will come out with the next blockbuster drug, who will buy up the next company, or who is simply a falling knife (see Bayer at the moment). I'd rather do without 3-4% returns, but have peace of mind :)

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Dividendenopi@Dividendenopi

Difficult topic, especially in view of "make america healthy again" and Mr. Kennedy. If he wants to fight obesity I could imagine the weight loss shots benefiting. But then rather $LLY because of the other great.... what are the costs involved? Could be a burden on health insurers. And his attitude towards drugs in general and licensing is more than controversial. His accusations of corruption against the industry and a few other peculiarities make me stay on the sidelines for an expansion of my sector. It is currently weighted at 17% of the portfolio with $UNH, $BMY, $AFX and $NOVO B. Speaking of weighting, Elly, Novo, United, AbbVie, Merk and Johnson already make up a quarter of $XDWH, so you can go straight into the individual stocks and make adjustments.

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