-
AbbVie Inc. (ABBV)
-
Johnson & Johnson (JNJ)
-
Knight Therapeutics Inc. (GUD)
-
Savaria Corporation (SIS)
-
iShares U.S. Medical Devices ETF (IHI)
Q: Hello, I am looking to add IHI to the healthcare allocation of my portfolio (10%) but would like to sell one existing holding first. Current healthcare related holdings are JNJ, ABBV, GUD and SIS (although I have SIS filed under Industrials). My question: which of JNJ and ABBV would you advise selling? Thank-you.