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Intuitive Surgical Inc. (ISRG $457.84)
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Vertex Pharmaceuticals Incorporated (VRTX $428.79)
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AbbVie Inc. (ABBV $211.93)
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Johnson & Johnson (JNJ $230.27)
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Eli Lilly and Company (LLY $933.94)
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Merck & Company Inc. (MRK $109.26)
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iShares Biotechnology ETF (IBB $168.94)
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IDEXX Laboratories Inc. (IDXX $560.45)
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Halozyme Therapeutics Inc. (HALO $63.90)
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Incyte Corporation (INCY $95.59)
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Catalyst Pharmaceuticals Inc. (CPRX $28.14)
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Gilead Sciences CDR (CAD Hedged) (GILD $26.70)
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