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Amgen Inc. (AMGN $294.09)
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Gilead Sciences Inc. (GILD $114.71)
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AbbVie Inc. (ABBV $210.04)
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Welltower Inc. (WELL $164.65)
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Eli Lilly and Company (LLY $712.18)
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Medtronic plc. (MDT $92.89)
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Pfizer Inc. (PFE $25.82)
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Advanced Micro Devices Inc. (AMD $167.29)
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CRISPR Therapeutics AG (CRSP $54.57)
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Moderna Inc. (MRNA $27.14)
Q: Hi 5I team.
My question is about healthcare and diversification in the space. I have been attempting to keep my position around the 16% portfolio weighting and currently hold ABBV, AMD, AMGN(4.8%), LLY(3%), PFE, MRNA, and WELL positions. Although I do not want to abandon the PFE/MRNA freight trains, I am looking at adding/shifting to what may be a longer term/higher dividend return avenue with the use of GILD(attractive entry and solid div), CRISPR(awaiting a pull back to $90 if it comes), and even MDT(under $103 if it comes)
How do you feel about this strategy and the switch out of AMGN/LLY to GILD/MDT?
Thank you
Peter
My question is about healthcare and diversification in the space. I have been attempting to keep my position around the 16% portfolio weighting and currently hold ABBV, AMD, AMGN(4.8%), LLY(3%), PFE, MRNA, and WELL positions. Although I do not want to abandon the PFE/MRNA freight trains, I am looking at adding/shifting to what may be a longer term/higher dividend return avenue with the use of GILD(attractive entry and solid div), CRISPR(awaiting a pull back to $90 if it comes), and even MDT(under $103 if it comes)
How do you feel about this strategy and the switch out of AMGN/LLY to GILD/MDT?
Thank you
Peter