Medicines, Medical Devices & Diagnostics

Own the manufacturers of physical healthcare products rather than insurers, care platforms or speculative drug-discovery businesses. The basket combines established medicines with medical devices, diagnostics and laboratory equipment, tying demand to treatment and research activity rather than AI infrastructure spending. Recent strength in AbbVie, Amgen and Medtronic supports considering this diversified healthcare-products approach now, although reimbursement pressure and product execution remain risks. Launch basket (equal weight): JNJ, MDT, TMO, ABBV, AMGN, ABT, SYK, DHR 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.