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Amgen Inc. (AMGN $291.76)
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CVS Health Corporation (CVS $81.93)
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Johnson & Johnson (JNJ $190.40)
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Medtronic plc. (MDT $93.67)
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Moderna Inc. (MRNA $26.74)
Q: I am building a diversified portfolio of healthcare stocks. I own JNJ, AMGN, MDT, CVS and MRNA. These are 2.9%, 3.8%, 2.5%, 4% and 0.5% of my portfolio respectively. Is this a high quality portfolio? Would you recommend any changes?