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Intuitive Surgical Inc. (ISRG $456.67)
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Vertex Pharmaceuticals Incorporated (VRTX $430.02)
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AbbVie Inc. (ABBV $211.84)
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Johnson & Johnson (JNJ $229.65)
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Eli Lilly and Company (LLY $940.78)
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Merck & Company Inc. (MRK $110.15)
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iShares Biotechnology ETF (IBB $168.71)
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IDEXX Laboratories Inc. (IDXX $561.21)
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Halozyme Therapeutics Inc. (HALO $64.01)
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Incyte Corporation (INCY $98.17)
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Catalyst Pharmaceuticals Inc. (CPRX $28.40)
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Gilead Sciences CDR (CAD Hedged) (GILD $26.82)
Q: We have accumulated 11 healthcare stocks and 1 ETF, While LLY and ISRG are at half positions the rest are at initial 25% positions. Please advise [help!] us get to a more concentrated portfolio with a 3+ year horizon for reasonable opportunities in healthcare