1Yr·

Health sector - What do you think?

$XDWH (+2.2%)
$IUHC (+2.45%)
$WHEA (+1.89%)
$WHCS (+1.83%)
$WELS (+0.9%)
$LLY (+1.57%)
$NOVO B (+2.02%)
$RNN519 (+1.36%)

I would be interested in your opinion on the healthcare sector ? I am currently toying with the idea of parking my cash in the $XDWH (+2.2%) in the health care sector. I believe that the healthcare sector has some catching up to do and if the stock market becomes more volatile, I think the healthcare sector will benefit. Even if it is perhaps only a short-term position, I expect a higher return here than on the call money account. I like the idea, especially as the market for slimming products should continue to grow strongly and $LLY (+1.57%) ubd $NOVO B (+2.02%) will benefit from this as a dominant player.

$HIMS (-9.33%)
$LFMD

18 Comments

Tenbagger2024@Tenbagger2024

1Yr

I agree with Kennedy and a few negative news items have hurt the sector.
I also see a need to catch up here.
There are some pearls in the sector in particular that can benefit enormously from AI research.
If you don't want to go pearl hunting, an ETF is of course an alternative.

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BamBamInvest@BamBamInvest

1Yr

@Tenbagger2024 I already have my pearls in my portfolio 😂, I just don't want to leave the remaining capital lying around until we perhaps correct a little and who knows whether the market won't simply continue to run upwards in July. 😁

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Tenbagger2024@Tenbagger2024

1Yr

@BamBamInvest
We've always had a summer slump in recent years. Just think of August last year. But it's a good question how the market will behave this year because we've only just come out of the correction.

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Tenbagger2024@Tenbagger2024

1Yr

@BamBamInvest
I continue to see potential for Bitcoin.
Especially in view of an interest rate cut, which is probably dependent on the development of the oil price

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BamBamInvest@BamBamInvest

1Yr

@Tenbagger2024 will be exciting

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BamBamInvest@BamBamInvest

1Yr

@Tenbagger2024 Me too 👍 just waiting for the hype around $IREN to develop further on x and the potential to be slowly recognized 😁

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Investment_Dude1@Investment_Dude1

1Yr

@BamBamInvest What would be your pearls? 🤗

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BamBamInvest@BamBamInvest

1Yr

@trade_visionary_1774 can be found in the portfolio ✌️+ $LMND

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Lars92@Lars92

1Yr

I am also invested in $LLY with an 8% position and in $NOVO B with 5%. I definitely see considerable long-term growth there. I know both companies' bestsellers from a professional perspective. Eli Lilly's Mounjaro really works wonders.

In addition to weight loss, it significantly reduces the risk of cardiovascular disease.

The whole thing will get even better if, for example, the statutory health insurance companies in Germany extend the coverage of these drugs to include obesity. However, you would first have to realize that you may save money temporarily, but in the long term you will have to pay considerably more due to the considerable effects of obesity.

I have often seen that the laboratory values of patients, who of course also have to show compliance with a lifestyle change, have improved considerably. Triglycerides, cholesterol, Hba1c and many others have improved enormously in this patient.

Another factor is that morbidly obese people have to diet for the rest of their lives and are unlikely to be able to stop.

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BamBamInvest@BamBamInvest

1Yr

@Lars92 thank you for this insight 🙏

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Helge@Schneider

1Yr

You and ETF ? What's going on there 🤭

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BamBamInvest@BamBamInvest

1Yr

@Doe need some reassurance in the portfolio to sleep better 😂 No, just kidding. Yesterday a quick -7% in the portfolio .

Knowing me, I only hold the ETF for exactly 1 week because nothing moves 😂

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Helge@Schneider

1Yr

@BamBamInvest then you'd better pick a decent company, or do like me and just put the next risk in your portfolio :D

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BamBamInvest@BamBamInvest

1Yr

@Doe as if it were that easy at the moment 😁 I just don't want to buy my companies now and am waiting for better prices, if they come 😂

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Helge@Schneider

1Yr

@BamBamInvest Hims has great prices :-D or is it too hot for you at the moment? I first wanted to join $CRM, but then decided to go for $ZETA

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D.S.@Crash-Propheteus

1Yr

Just take a look at the sector performance YTD, then you can estimate exactly how good (or not) the idea is.......🤔

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TotallyLost@TotallyLost

1Yr

@Cato_Bamboo To what extent can one draw conclusions about the future from the sector performance YTD?

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BamBamInvest@BamBamInvest

1Yr

@TotallyLost I also wanted to ask the same question, you can judge that however you like 😂

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