8Mes·

Percentage of income from Medicare:

Molina $US60855R1005 (+0,73%) - 80 %

Centene $CNC (+0,53%) - 52 %

Elevance $ELV (+2,2%) - 25 %

UnitedHealth $UNH (+2,48%) - 11 %

CVS Health (Aetna) $CVS (+0,94%) - 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 (-0,22%) 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 (+1,84%) 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 (+1,75%) 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. ✌️

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16 Commenti

immagine del profilo
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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Utente eliminato
8Mes
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immagine del profilo
@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 ✌️
Utente eliminato
8Mes
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immagine del profilo
@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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