UnitedHealth

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?

I set up a custody account with Scalable Capital last week.

In addition to my cash flow depotwhich currently pays me a dividend of €709.45 next year (see picture), I will set up a savings plan custody account there.

This savings plan custody account will have a term of 20 years+.

I will pay in €495 per month and divide it between 15 companies as follows:

$GOOGL (+0.04%) - 33€

$AMZN (+0.2%) - 33€

$AAPL (+1.26%) -33€

$ASML (+0.8%) - 33€

$FAST (+1.42%) - 33€

$JNJ (+0.25%) - 33€

$MC (+1.27%) - 33€

$MCD (+1.29%) - 33€

$MSFT (+1.55%) - 33€

$NOVO B (+3%) - 33€

$PEP (+1.38%) - 33€

$PG (+2.31%) - 33€

$UNP (+1.96%) - 33€

$UNH (-0.04%) - 33€

$V (+0.68%) - 33€

The savings plans will be executed for the first time on Monday and then continue on a monthly basis.

I will post a monthly update here

How much longer can this Bull Market last?

How did UnitedHealth Group's quarterly report go? $UNH (-0.04%) ?

We discuss it in today's episode!

https://youtu.be/UV_pZTq7bWY

Today at

$MC (+1.27%)

$UNH (-0.04%)

$ASML (+0.8%)

✌️

No panic on the Titanic... I've often had to read questions here after a loss has occurred. Here is an example of what my portfolio has done so far. What am I doing? Nothing. Take note of it and that's that.

The reasons include figures from $UNH (-0.04%) which have left me with a whopping four-digit loss.

The US health insurer UnitedHealth is struggling with unexpected additional costs and lower payments from government programs.

The Management Board is therefore specifying its targets for the year. Adjusted earnings per share in 2024 should now be between 27.50 and 27.75 US dollars, as the company announced in Minnetonka on Tuesday. This key figure, which is important in the United States, is therefore slightly lower at the upper end of the range than previously announced - 28 dollars was previously on the cards. In pre-market trading, the shares lost around two percent. UnitedHealth The insurer performed better than expected in the third quarter. Group turnover climbed by around nine percent to 100.8 billion US dollars (92.3 billion euros). Adjusted earnings per share rose at a similar rate to 7.15 dollars. UnitedHealth exceeded the average analyst estimates with both key figures. The profit attributable to shareholders amounted to a good six billion dollars, almost four percent more than in the previous year.

I'm thinking about buying more soon and filling the position.

So breathe easy 😇, these are all normal movements and can correct downwards even more. The stock market as it lives.