1Lun·

Weak US healthcare sector

$UNH (+1,39 %)
$OSCR
$XDWH (-0,2 %)
$ELV (+3,01 %)
$LLY (-2,68 %)
$XLV (-0,24 %)

The US healthcare sector is experiencing its biggest crash in the last 20 years.

If the strong weighting no. 1 $LLY (-2,68 %) (over 12%), one would have to go back even further/longer. (probably before the existence of the ETF).

I have positioned myself strongly here as I believe this is a great opportunity.

I also believe that a lot of capital will flow into the sector in the coming months. ✌️

Do you have a similar view? ✌️

18 Comentarios

Tenbagger2024@Tenbagger2024

1Lun

I think it will remain exciting for health insurers because I see a problem in keeping margins at the same level.
I see the medical device manufacturer sector as very exciting due to AI and robotics. Companies such as $SYK Stryker and $GMED etc. could be interesting here.
Humanoid care robots can already be seen in some nursing homes.
But the biotech sector is also being shaken up by AI.
Here I continue to bet on $CORT and $VRTX on the buy list is $EXEL

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Ver todas las 9 respuestas adicionales

Nom@user28461

1Lun

Donald will hit it hard here, I think there will be a few more dips. Ice cold buy everything that is good and think long term.

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BamBamInvest@BamBamInvest

1Lun

@user28461 It may be, but a lot will depend on the individual states, as elections are due next year and not everything can be cut so easily if you want to retain/attract voters. Apart from that, lower costs would not necessarily have a negative impact. I'm curious to see how it develops, which is why I'm also invested in $HIMS, $OSCR and $UNH. It remains exciting .

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TheCashConcierge@TheCashConcierge

1Lun

In addition to the classic "supermarket" stocks, these are still among the best dividend stocks, so you can position yourself very well for the future today.

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BamBamInvest@BamBamInvest

1Lun

@Bullnbear I agree 👍

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