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Healthcare: Medicines, Testing & Care Delivery
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Own the healthcare spending chain across prescription medicines, diagnostic equipment, insurance and care delivery rather than concentrate on the obesity-drug race. Established treatment demand and recurring clinical testing provide a different earnings foundation from crowded technology infrastructure. Diversifying across manufacturers, testing suppliers and care providers also reduces dependence on any single drug launch, although reimbursement pressure and research spending remain risks. Launch basket (equal weight): UNH, TMO, ABBV, AMGN, MRK, ABT, GEHC, CVS, DHR, BMY 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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