May 12 • General discussion
📉 Healthcare is 2024’s most hated sector. That’s why I’m buying.
Everyone’s chasing AI and semis. Meanwhile, healthcare quietly underperformed the S&P by 30 %+ this year.
But here’s the twist: Over 25 years, $XLV (healthcare ETF) has outperformed the market, alongside $QQQ and $XLY.
Why? Aging population. Chronic disease. Non-cyclical demand.
Do you know what changed? → Sector rotation (Mr. Market’s mood swing) → Post-COVID claim spikes hurting insurers → High interest rates choking biotech funding → Regulatory noise scaring off capital
Short-term chaos. But structurally? Demand is compounding. And when capital returns to this sector (it always does), the upside will be violent.
I’m not betting on miracles. I’m accumulating high-cash-flow, dominant companies trading at a 30–40% discount.
Call me crazy, but I’d rather buy misunderstood resilience than overpriced hype.
Healthcare won’t stay cheap for long.
Follow me to see what I’m loading up on 👇
#stocks #investing #healthcare #valueinvesting #SP500 #biotech #XLV #UNH #stockmarket #trading #inflation #longterminvesting #financialfreedom
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📉 Healthcare is 2024’s most hated sector. That’s why I’m buying.
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