12H·

Valuation Healthcare sector - Goldman Sachs

$XDWH (-1%)
$XLV (-1,16%)
$CSPX (-0,42%)
$VUSA (-0,43%)
$UNH (-0,64%)
$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 (-0,34%)
$CNC (-2,25%)
$DHR (-1%)
$SRT (+1,78%)
$LLY (-1,74%)
$NOVO B (+0,21%)
$NVO (+0,45%)
$ISRG (-1,18%)
$JNJ (-0,14%)
$ABBV (-2,82%)
$PFE (-1,23%)
$SAN (-0,82%)
$MRK (-1,45%)
$BMY (-2,01%)
$TMO (-2,24%)

BamBamInvest

@BamBamInvest

1D·

Weak US healthcare sector

$UNH (-0,64%)
$OSCR
$XDWH (-1%)
$ELV (-0,34%)
$LLY (-1,74%)
$XLV (-1,16%)

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

If the strong weighting no. 1 $LLY (-1,74%) (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 Comentários

Tenbagger2024@Tenbagger2024

11H

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

10H

@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

@Michey777 I see it the same way 👌

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