Q: Good morning,
HHL is a core holding for me, and has been for some time, mainly for income (~10% yield).
I understand the pros/cons of covered call strategies. But given that this ETF is equally balanced with the largest 20 health care companies in the US, I am generally comfortable with it as a holding.
My question is this - what is your macro view of large-cap US health care stocks right now? On the one hand I get excited about the sector when factoring longer-term AI and how this will impact the space. And then I easily get caught up in the headlines that we are all seeing right now from the current administration, and the generally negative impact this is having on the individual stocks in HHL.
Curious for your views on the sector.
Thanks as always.
HHL is a core holding for me, and has been for some time, mainly for income (~10% yield).
I understand the pros/cons of covered call strategies. But given that this ETF is equally balanced with the largest 20 health care companies in the US, I am generally comfortable with it as a holding.
My question is this - what is your macro view of large-cap US health care stocks right now? On the one hand I get excited about the sector when factoring longer-term AI and how this will impact the space. And then I easily get caught up in the headlines that we are all seeing right now from the current administration, and the generally negative impact this is having on the individual stocks in HHL.
Curious for your views on the sector.
Thanks as always.
5i Research Answer:
The healthcare sector is down 0.8% this year. We think the outlook is probably OK, longer term....