$NOVO B (-1,06 %)
$HIMS (-0,18 %)
$LLY (+0,16 %)
$UNH (-0,02 %)

- Lawmakers propose cutting Wegovy and Zepbound from Medicaid to reduce $12 billion deficit

- Would save $680 million annually through 2029 if passed

Source: Bloomberg Law

Novo Nordisk is under investigation by the Spanish Ministry of Health for possible illegal advertising of its hit drug Wegovy. The authorities believe that an online campaign related to Novo could be classified as indirect advertising for a prescription drug, which is prohibited. The website is now offline. Shares fell as much as 2.8% in Copenhagen on Wednesday. (via Bloomberg)

$HIMS (-0,18 %)

It is relatively simple, $HIMS (-0,18 %) should be judged as a rapidly growing telemedicine platform that enables healthcare delivery in the most convenient and compelling way.

$HIMS (-0,18 %) GLP1 was already growing strongly before GLP1 and will, in my opinion, continue to develop and expand as one of the largest and leading telemedicine platforms.

A platform and brand designed to provide affordable access to medical care and products.

A personalized medical companion with tailored treatments for every need.

A vertically integrated, AI-powered platform with in-house compounding and testing.

You should tune out the short-term noise and wear noise protection if necessary 😁, the long-term potential and adoption of the platform and products is undeniable.

This graphic illustrates this very well:

$HIMS (-0,18 %)
$NOVO B (-1,06 %)
$LLY (+0,16 %)
$XDWH (+0 %)

$XDWH (+0 %)
$IUHC (-0,33 %)
$WHEA (-0,02 %)
$WHCS (-0,65 %)
$WELS (-0,03 %)
$LLY (+0,16 %)
$NOVO B (-1,06 %)
$RNN519 (-0,35 %)

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 (+0 %) 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 (+0,16 %) ubd $NOVO B (-1,06 %) will benefit from this as a dominant player.

$HIMS (-0,18 %)
$LFMD

I'm curious, maybe we'll see a new partnership with $LLY (+0,16 %) the long term, but this could also take time, due to the warning, so to speak, that the $HIMS (-0,18 %) sales strategy has negative effects on patients... The change of CEO could also lead in a different direction, so that they try it alone:

$UNH (-0,02 %)
$NOVO B (-1,06 %)
$HIMS (-0,18 %)
$LLY (+0,16 %)
$M2PW34
$BNTX (+0,22 %)
$OSCR

$NOVO B (-1,06 %)
$LLY (+0,16 %)
$NOVO B (-1,06 %)

Eli Lilly $LLY (+0,16 %) will supply its two strongest doses of Zepbound (12.5 mg and 15 mg) directly to self-pay patients via LillyDirect from the beginning of August. Each dose will cost $499 per month or less, regardless of health insurance coverage. Physicians can prescribe the higher doses starting July 7.

IonQ receives green light from NVIDIA CEO

IonQ, Inc. $IONQ is one of the few all-American companies in the quantum computing hardware space and has made a name for itself in the tech world. Earlier this year, the company was frequently in the news with Jim Cramer, especially after Google announced that their quantum computer had outperformed a classical supercomputer. This announcement gave the sector a big boost, but Cramer remained skeptical, citing concerns from NVIDIA CEO Jensen Huang, who said the technology was not yet mature. The surprising turnaround came in May, when IonQ shares jumped 22% after Huang declared that his company could become the "NVIDIA" of quantum computing. Cramer encouraged investors to follow quant stocks closely, but also warned of IonQ's high valuation and described the stock as speculative.

Eli Lilly's broad pharmaceutical offering is convincing

In the USA and globally, Eli Lilly and Company $LLY (+0,16 %) is a leading company in the development and marketing of pharmaceuticals. The product portfolio ranges from insulin preparations for the treatment of diabetes to innovative therapies for cancer, rheumatoid arthritis and many other diseases. With well-known brands such as Humalog and Trulicity, Eli Lilly is not only focusing on the American market, but is also expanding successfully in Europe, China and Japan. Strategic partnerships to develop novel therapies have positioned Eli Lilly as one of the most important players in the pharmaceutical sector in recent years. Founded in 1876 and headquartered in Indianapolis, Indiana, the company remains true to its mission of delivering high-quality medicines and improving the lives of patients worldwide.

Sources:

https://finance.yahoo.com/news/ionq-inc-ionq-nvidia-ceo-154317690.html

https://finance.yahoo.com/quote/LLY/

The fifth month is now over. Somehow just as volatile as the other months, but this time at least in positive territory. The S&P500 has made up some ground, although it is still down YTD.

In May, I recorded a gain of 2.12%. This corresponds to a value of almost 2500€.

The Dax (+5.06%) has beaten me again. This is already becoming the norm. In May, the HSBC MSCI World (+3.26%) also beat me. However, I am still ahead for the year.

Over the year as a whole (YTD), I have again lost ground to the DAX, which has risen sharply again. This time the MSCI World was also able to catch up strongly. Nevertheless, as you can see above, I am still ahead of the MSCI World this year.

My high and low performers in May were (top 3):

Tesla ($TSLA (+0,23 %) ) +22,79%

Microsoft ($MSFT (-0,01 %) ) +17,31%

Texas Instruments ($TXN (+0,89 %) ) +16,57%

Imperial Brands ($IMB (-0,62 %) ) -7,06%

Eli Lilly ($LLY (+0,16 %) ) -17,69%

UnitedHealth ($UNH (-0,02 %) ) -28,08%

United Health is again among the worst performers. Eli Lilly is now also among them. The pharmaceutical stock has now also fallen quite a bit for me. Nevertheless, I am still well up. Imperial Brands also did very well this year and can therefore correct a little again. Tesla is doing Tesla things again and Microsoft is generally on the up anyway. It is pleasing that Texas Instruments has risen again. This stock is quite volatile due to all the customs issues.

Dividends:

In May, I received €413.70 net from a total of 15 distributions.

Compared to May 2024 (€358.98), this was an increase of 15.24%.

There are now some more dividends in June, before July is by far the worst dividend month.

Investments:

The build-up of the nest egg is still not complete. I haven't received the bill for the car repairs yet, so I still have to set aside some money for that. Apart from that, the nest egg is growing, but it will take some time before it is at a satisfactory level. I'm currently tending to keep it at least €10,000 (because 5 figures is cooler).

Purchases and sales:

There were no sales in May.

I bought or increased United Health (2x)

savings plans (€125 in total):

• Cintas ($CTAS (-0,16 %) )
• LVMH ($MC (-1,07 %) )
• Microsoft ($MSFT (-0,01 %) )

Goals 2025:

My goal is still to have €130,000 in my portfolio at the end of the year. The goal is to be achieved by reinvesting the dividend, making payments and, of course, increasing the share price. The share price increase is of course impossible to predict in any way, so the motto is: if the share price falls or does not rise enough, more cash is needed.

This comes from selling useless stuff on eBay, additional income from e.g. "neighborhood help" etc.

The worse the share price, the more additional cash has to be raised.

Target achievement at the end of May 2025: 38.88%

Thanks to the good May, I have come a good deal closer to the average. Nevertheless, the year could still go a little better for me. But the feel-good factor is still 100%.

How was your May? The Rewind for May is already available. It looks quite nice too.

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