6D·

Percentage of income from Medicare:

Molina $US60855R1005 (-0,71 %) - 80 %

Centene $CNC (+1,59 %) - 52 %

Elevance $ELV (-0,84 %) - 25 %

UnitedHealth $UNH (+0,09 %) - 11 %

CVS Health (Aetna) $CVS (-0,84 %) - 6 %

Companies that in my opinion have upside potential on positive news.

Healthcare sector in general with a lot of catch-up potential, can in my opinion be well overplayed. $XDWH (-0,23 %) play.

Do you have any sectors that you play via ETFs and if so, which ones?

I would be interested, I will probably now also set up a savings plan on $DAPP (-3,19 %) and make a first purchase.

Expansion of the money supply
Possible fall in interest rates
Debt of the USA (repayment 1/3 this year)
and much more

In my opinion, this should $BTC (+0,36 %) and a large part of the associated companies.

(Even if we are already somewhat further advanced)

Looking forward to your opinions and sector ETF's, even if they are only short term positions.

Normally I only go for individual stocks, but as I hardly want to hold cash, I feel very comfortable in the healthcare sector at the moment. ✌️

16 Comentarios

Kate🦋@Iwamoto

or via $WHCS If you love dividends 😊 or want to regularly skim off partial profits without order fees. I don't have any other sector ETFs, but I do have $EQQQ, which is almost a tech ETF.

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BamBamInvest@BamBamInvest

@Iwamoto I currently have no order fee here via flatex as a premium etf, which was one of the reasons for the short-term purchase ✌️

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Kate🦋@Iwamoto

@BamBamInvest Meanwhile, Trade Republic is tax-simple and works very well. I have both, although I almost don't use Flatex anymore because of the high fees.

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BamBamInvest@BamBamInvest

@Iwamoto I know, but the support is lousy and I think some cryptos are played via certificates and are not tax-simple. I had a look at this 1 month ago, but then decided against it. (Something about cryptos was not tax-simple) Costs at flatex are manageable in relation, as long as you don't make small purchases and don't trade. But I also have Trade Republic. Now I also had 100 euros in order credit, so no Trade Republic for the time being and the selection at flatex is also much better, you can find almost any company and trade it.

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trump@trump

not related to the topic, but what spoke for you in the massive sell-off for $ELF? there were already a lot of negative things coming together

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BamBamInvest@BamBamInvest

@trump as a short answer, what spoke against it? 😁 Have a look at the posts on this, there are a few posts from me on this, then I don't have to repeat everything. The tariffs are manageable, social media, Tik Tok and fires in LA were more of a problem. It's just such an incredibly strong brand, extreme growth in recent years and now further expansion, the products are really good and affordable and they are really strong in marketing/social media. My wife now also uses some products like face cream regularly, the products simply speak for themselves. ✌️

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trump@trump

@BamBamInvest I'll have a look at the posts, thank you. thought I had read something about lawsuits or something because of that

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BamBamInvest@BamBamInvest

@trump not really, that's $UNH, there are great company presentations here.

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BamBamInvest@BamBamInvest

@trump https://investor.elfbeauty.com/stock-and-financial/events-and-presentations

Check this out 🚀

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BamBamInvest@BamBamInvest

@trump Webcast and presentation 👍

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trump@trump

@BamBamInvest Thank you, I will do that. What do you currently think of Visa and Mastercard?

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BamBamInvest@BamBamInvest

@trump I tend to buy during corrections, phases of weakness or attempts to find companies that are misunderstood by the market. 😁

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trump@trump

@BamBamInvest yes i know, you can see it in your portfolio. that's why i find your strategy so exciting. there is currently a sell-off, as $WMT and $AMZN are thinking about switching to stablecoins, as they would profit more. it's obvious that it won't catch on. that's why i thought the possibility might be exciting.

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BamBamInvest@BamBamInvest

@trump yes, but I wouldn't call it a sell-off and it doesn't make Visa and MA obsolete, as they are firmly anchored. They are certainly great companies, but how much have they lost? 10% of the high .

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trump@trump

@BamBamInvest Yes, you are right. Another question: companies are currently highly valued for investing massively in ki. But what happens if some of these investments don't pay off? I think there was even a case with Microsoft. It's kind of exciting, how do you see it?

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