iShares S&P 500 Health Care Sctr ETF A

Health Care Sector 500 vs S&P 500

I wanted to get rid of some more money and increase my ETF holdings. As the S&P 500 was already performing strongly, I decided on the Health Care Sector, which has just corrected significantly. This was partly due to the recent uncertainties regarding healthcare policy in the USA.

It also reached an interesting zone with the old highs from 2021,22 and 23.

Your swarm intelligence desired 😉

I started my ETF investments at the end of 2021.

So far, I have invested my money in the MSCI World without a concept (only $ISAC (-0,21%) then $IWDA (-0,04%) ), $IUIT (-0,27%) and $IUHC (-0,07%) . Dips were bought later and when prices were good.

I am a bit suspicious of the Chinese stock market because the government there can manipulate the market considerably - hence the move to the $IWDA (-0,04%)

I also have the DWS funds that were set up for me as a child.

The shares are more for "playing".

As I haven't yet found a method for evaluating shares that gives me a good feeling, I'm still a bit cautious here.

$WQDS (-0,18%) , $ESIT (+0,19%) and $INGR I would describe these as missteps and will probably sell them soon.

Now I would like to go for a clean concept and invest in savings plans.

The aim is to secure my pension and build up my assets.

Now I'm just faced with the question:

What is the best way to weight my portfolio?

Core-Sattelite? - Are $IUIT (-0,27%) and $IUHC (-0,07%) Sattelites or already core?

50% MSCI World Core, 20% EM and 30% $IUIT (-0,27%) / $IUHC (-0,07%) ?

How would you proceed or what would your weighting look like in my portfolio?

I would be very happy to receive tips, suggestions and advice.

I'm a bit at a loss 😁

Thank you very much for your help

Dear all, I have a problem with the $IUHC (-0,07%)

Although the share price was around €9.6 on the day of purchase over a year ago, my purchase price according to flatex is €10.5.

When I asked, I was told that this was due to Austrian investment fund tax law and that reinvestments were made both on 05.05.2023 and 07.05.2024. The taxable capital gain is deemed to be reinvested and settled accordingly via the investors.

I have to admit that this still seems strange to me. With ETFs, do I always have to reckon with the fact that capital gains arising from a reallocation in the fund will pulverize actual gains?

We are talking here about just under 10% (which is also shown to me in getquin)

Dividend portfolio - later growth/blue chips

Hello and good evening everyone!

I would love to get some feedback on my dividend portfolio!

• My goal is to get over €2,000 in dividends and more per year (I have €2,000 in the exemption order anyway due to marriage) and I would very much like to receive monthly cashflow.

• I always have one strong dividend ETF and one growth ETF per quarter because I want to be broadly diversified:

• 1 | January, April, July, October

$EXX5 (+0,46%) and $ISPA (-0,23%)

• 2 | February, May, August, November

$FUSD (+0,07%) and $IMEU (+0,41%)

• 3 | March, June, September, December

$SPYD (+0,32%) and $TDIV (-0,15%)

• I also came across REITS and BDCs not long ago, which I know tend to go sideways, but hopefully in a few years I'll have the investments in without buying new positions.

• In the long term, I would rather switch to growth ETFs (or blue chips) for good growth, but I am also considering thematic ETFs such as

$IUIT (-0,27%)

$IUHC (-0,07%)

$ASWC (+0%)

I find simply saving in the S&P500 with a savings plan kind of boring, and I don't know why.

I find it very difficult and too time-consuming for me to find the right time to invest in Microsoft, AMD, Stryker, Novo Nordisk, Cadence Design Systems, Walmert, Alphabet etc., for example.

I would keep my €500 savings plan on the 6 dividend ETFs running, but then add the themes ETFs to the savings plan rate.

What's your opinion - I'm curious!

Regards

Hi everyone, I need your opinions and ideas. I am a big fan of the healthcare industry and have come across the following ETF:

iShares S&P 500 Health Care Sctr ETF A ($IUHC (-0,07%) )

Now the fact is that it contains many stocks that I don't like but also many that I like. Now I would like to ask you which stocks would be your top picks if you were to buy individual stocks instead of this ETF.

My TOP picks are:

Thermo Fisher Scientific

Danaher

Intuitive Surgical

United Health Group

Abbvie

I look forward to your opinions.

Have a good start to the week.

Hello to all ✌🏾,

I am facing an undecided decision 🙄. I own the iShares S&P500 Health Care Sector ETF $IUHC (-0,07%) .

It is up 17% and has also gained 100% on the market in the last 7 years. Now I actually wanted to move away from the sector (bets) ETF and continue investing in the MSCI World & Core MSCI EM IMI ... PLUS dividend stocks.

The idea was that I would now sell the ETF and shift this money into companies from the top 10 of this ETF that remain in the healthcare sector. Where, of course, the risk increases. I would already have Johnson & Johnson in my portfolio.

Where are you invested in the healthcare sector?

What do you think of the ETF?

Kind regards

🖖🏿

Never buy ETFs again, what was I thinking? Way too boring, moves way too slow, I'm just too impatient for this crap. Need more capital to go long Google.

Back in again. Seems to be stabilizing. I even bought it unleveraged in the Boomer portfolio, I'll just leave it there for the year.

https://www.tradingview.com/x/rGAMUs0V/

Breakout from triangle and above ATH at $137

Now pullback to the 38.2 retracement which is exactly at $137. Looks good over the next few weeks.