Medical Products & Health Coverage

Own the businesses that manufacture treatments and medical devices or finance access to care, rather than another research-platform or drug-discovery basket. As confidence in AI spending weakens, this portfolio shifts attention toward demand driven by clinical need and ongoing patient care. Combining medical-product manufacturers with health insurers diversifies the business models, while retaining exposure to reimbursement pressure, medical costs and product execution. Launch basket (equal weight): JNJ, MDT, UNH, ABBV, AMGN, ABT, BSX, SYK, CI, ELV 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.