Medicines, Devices & Lab Equipment

Own manufacturers of medicines, medical devices and laboratory equipment whose demand comes from patient treatment and scientific research rather than AI infrastructure spending. Healthcare leadership during the technology drawdown supports this rotation, with upcoming results offering a check on commercial execution. The basket diversifies across therapeutic franchises and medical equipment, while retaining exposure to reimbursement pressure, clinical setbacks and research-budget weakness. Launch basket (equal weight): ABBV, AMGN, JNJ, LLY, MRK, MDT, TMO, MRNA, ABT, SYK, BSX, ISRG, DHR, GILD 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.