EKS, I don't have any particular target amount for healthcare for my portfolios. I guess I'm at at about 7-8% overall with a couple dozen healthcare stocks distributed over several portfolios.
I have BMY, JNJ. The other really big pharma's I've been staying away from. I can't figure patent expiry affects vs. pipeline prospects. I continue to hold COV, ABT, GILD, BDX, DGX SIAL -- they're big and have drugs, but I don't consider them big pharma stocks in the category of MRK, PFE, AZN, BMY, etc.
Among other healthcare stocks discussed here, I still hold varying amounts of ENZN FRX CYPB CAH MCK HUM AMSG MPW LTUS.OB BLUD PLX APT CBST and others. |
