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  5. LLY: I hold HHL in my RRIF which is primarily focused on income. [Eli Lilly and Company]

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Q: I hold HHL in my RRIF which is primarily focused on income. I am considering switching HHL to
HHLE. This would increase my income by approximately 30% on this money and allow me to keep the same list of healthcare stocks. Does this make sense; any downsides ; am I missing anything?

As an aside , I am at breakeven with HHL as the sector is under pressure from Trump and also United Healthcare has dampened the sector. But with Trump wanting lower drug prices , the companies will be going overseas to compensate for lower US revenue as witnessed by Eli Lilly raising international prices for Mounjaro.
Thanks .Derek
Asked by Derek on August 20, 2025
5i Research Answer:
HHLE is at the moment significantly smaller, but likely big enough at $70M, and we would expect...

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in UNH.

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