Healthcare: Medicines, Devices & Research

Own healthcare businesses supplying prescription treatments, medical devices and the infrastructure used to develop medicines, rather than speculative discovery platforms. The technology drawdown makes established healthcare franchises an alternative to AI capital-spending exposure, while the sheet shows constructive recent performance across these holdings. Drug pricing, clinical execution and hospital purchasing remain important risks. Launch basket (equal weight): JNJ, MDT, TMO, ABBV, AMGN, MRK, ABT, ISRG 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.