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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (336)	9/22/2021 3:14:13 PM
From: chowder	Respond to of 25577

Re: Young Folk Portfolio ... Adjustment. Today I replaced ARKX with UNH. I don't report on the employer retirement plan, only the taxable account and Roth. The rollover Ira from employment is where ETF's will be held, not in the public portfolios. I have been looking to shore up healthcare as the last monthly update showed only ABT, SYK, ANTM and JNJ in this sector. Last week I added ABBV, AMGN and STE and today I added UNH. These moves were all made in the Young Folk Portfolio. Breakdown: Total Healthcare Holdings ABBV .. ABT .. AMGN .. ANTM .. JNJ ..STE .. SYK .. UNH This represents 7.8% of the portfolio value. Now that I have what I wish to own in this sector, I can start building these positions up in size as we go along. Combined they have a 100% "Likely Safe" rating with an average "Very Safe" 85 dividend safety rating according to Simply Safe Dividends. These companies combined have a 2.05% yield + 9.20% 5 year dividend growth rate = a Chowder Number of 11.25. UNH has a 99 Very Safe dividend rating, a 1.41% yield, the latest dividend increase announcement was listed at 16%, the 5 year dividend growth rate is 21% and UNH has a Chowder Number of 17.41 which would indicate a Very Fast dividend growth rating. UNH has also outperformed the market in various time frames, here are just a couple. 5 Year: UNH ... +217.9% S&P .... +121.2% 10 Year: UNH ... +902.8% S&P .... +356.7% Brief Description: UnitedHealth Group Incorporated (UNH) operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; health and well-being services to individuals age 50 and older, addressing their needs for preventive and acute health care services, as well as services dealing with chronic disease and other specialized issues for older individuals; Medicaid plans, children’s health insurance program, and health care programs; medical and dental benefits; and hospital and clinical services.