I have 50 shares of $NOVO B (+5,95%) at a price of €66. I still believe that it is not wrong to be positioned with Novo and $UNH (-1,39%) (10 shares at €353), but perhaps one should not overdo it. The positions are large enough to have a noticeable effect on a full recovery, but I don't need to overload myself to create an even bigger buy-in.
Basically, there is much to suggest that the market is simply acting excessively panicky and headless and that the healthcare sector itself is not in demand (see post before last). Especially when Trump is throwing out some TACOs saying that he wants to regulate pharmaceutical prices - and although pharma is taking a dive, health insurers are still not benefiting from this. A lot of things on the market don't fit together at the moment.
Sometimes I'm also right. Sometimes. I have $SHOP (-1,92%) at €30 and $NVDA (+1,42%) for €12 when nobody wanted the shares, but the trick is of course that you always have too many shares in stocks that fall and too few in stocks that rise. You can sometimes make the perfect start with a single tranche, but you will rarely take €100,000 in the morning after a good night's sleep and find the golden turnaround with a single purchase ... so just in case anyone gets the idea that you can simply get in later when the shares are rising again: you won't do that anyway.
