Medicines & Medical Devices

Own manufacturers of prescription medicines and medical devices whose businesses directly serve patient treatment rather than discretionary technology spending. Recent strength across the selected drugmakers and Medtronic supports the theme despite the broader technology pullback, while approaching earnings will test commercial execution. Patent exposure, trial outcomes and procedure demand remain the principal risks. Launch basket (equal weight): JNJ, MDT, ABBV, AMGN, MRK, LLY, ABT, SYK 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.