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immagine del profilo
BamBamInvest
@BamBamInvest
1G·

Valuation Healthcare sector - Goldman Sachs

immagine del profilo
BamBamInvest
@BamBamInvest
2G·

Weak US healthcare sector

$UNH (+0,31%)
$OSCR
$XDWH (+1,18%)
$ELV (+1,26%)
$LLY (+1,25%)
$XLV (+1,43%)


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


If the strong weighting no. 1 $LLY (+1,25%) (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? ✌️

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5 Commenti
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Tenbagger2024@Tenbagger2024
1G
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
1G
@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
1G
@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
1G
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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immagine del profilo
BamBamInvest@BamBamInvest
1G
@Michey777 I see it the same way 👌
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