Medicines & Medical Devices

Own manufacturers of prescription medicines and medical devices whose businesses serve ongoing treatment needs rather than discretionary technology spending. Healthcare's relative strength during the QQQ drawdown supports considering this basket now, with established drug franchises complemented by device manufacturers. Patent expirations, clinical setbacks, reimbursement pressure and premium valuations remain material risks. Launch basket (equal weight): JNJ, ABBV, AMGN, MRK, MDT, LLY, ABT, BSX, 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.