1J·

Valuation Healthcare sector - Goldman Sachs

$XDWH (+1,03 %)
$XLV (+1,25 %)
$CSPX (-0,46 %)
$VUSA (-0,43 %)
$UNH (+0,27 %)
$OSCR

According to Goldman Sachs, healthcare is the only sector in the S& P 500 that is cheaper than the 10- and 30-year averages.

This is an extremely attractive risk/reward ratio and the coming months will be exciting.

$ELV (+0,95 %)
$CNC (+1,58 %)
$DHR (-0,22 %)
$SRT (-8,6 %)
$LLY (+1,37 %)
$NOVO B (+2,41 %)
$NVO (+2,16 %)
$ISRG (-0,82 %)
$JNJ (+0,99 %)
$ABBV (+0,44 %)
$PFE (+2,45 %)
$SAN (+0,9 %)
$MRK (+2,28 %)
$BMY (+2,07 %)
$TMO (+4,19 %)

BamBamInvest

@BamBamInvest

2J·

Weak US healthcare sector

$UNH (+0,27 %)
$OSCR
$XDWH (+1,03 %)
$ELV (+0,95 %)
$LLY (+1,37 %)
$XLV (+1,25 %)

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

If the strong weighting no. 1 $LLY (+1,37 %) (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? ✌️

5 Commentaires

Tenbagger2024@Tenbagger2024

I still have one US pharma share on my buy list.
But I'm wondering whether I should get in before August.

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BamBamInvest@BamBamInvest

@Tenbagger2024 I don't think anyone can answer that 😁. I think the healthcare sector for diversification is certainly not a mistake at the moment.

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Michey777@Michey777

@Tenbagger2024 would expect a rotation from August. Tariffs on everything will be higher than expected, pharma will remain exempt as Trump cannot afford this. The requirement to produce in the USA in 1-2 years is still a long way off (current requirement) and many are already producing there (not counting preliminary products).

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Michey777@Michey777

If you define yourself as a long-term investor, you can definitely bag favorable entry prices here! The revaluation will come, especially when momentum is lower. So far I have bought $TMO $MRK $AZN. I think we will see more inflows here again from August.

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BamBamInvest@BamBamInvest

23H

@Michey777 I see it the same way 👌

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