Q: Hello Team, I hold these 3 stocks in my portfolio, I'm starting to be a bit overweight in Healthcare. Do you feel all three still should be held and is being a bit overweight okay for this industry?
I have 10 years before any of these funds are needed, and I have a fairly aggresses portfolio.
Thanks.
I have 10 years before any of these funds are needed, and I have a fairly aggresses portfolio.
Thanks.
5i Research Answer:
We would be ok with a slight 'overweight' in healthcare overall. The sector generally trades at a reasonable valuation with good growth and some stability. We don't think much has changed on the names that would warrant much of a change outside of typical trimming/rebalancing.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in INMD, LNTH.