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Healthcare: Medicines, Diagnostics & Care Delivery
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Own the healthcare spending chain across medicines, medical devices, diagnostics and care delivery rather than another drug-development basket. With technology leadership unsettled, this portfolio emphasizes businesses serving recurring clinical needs, although reimbursement pressure, procedure volumes and research budgets remain risks. Its distinguishing feature is exposure across healthcare business models rather than dependence on a single therapeutic franchise. Launch basket (equal weight): JNJ, MDT, TMO, UNH, LLY, ABT, BSX, GEHC Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.


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