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Amgen Inc. (AMGN $295.02)
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CVS Health Corporation (CVS $77.01)
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Johnson & Johnson (JNJ $190.57)
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Medtronic plc. (MDT $96.40)
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Moderna Inc. (MRNA $27.51)
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?