JR - MedTech Port

Hier dreht sich alles um MEDTECH. Es wird ausschliesslich in Unternehmensaktien aus diesem Universum investiert. Keine ETFs und keine aktiv gemanagten Fonds. Zunächst habe ich drei Invest-Kategorien definiert; 1) High-Conviction (+-5% Gewicht jeweils) 2) Herausforderer/Nichenplayer (+-3% Gewichtung) 3) Healthcare-Unternehmen auch teilweise MedTech (+-1-1.5% Gewichtung) Ziel ist langfristige Wertsteigerung, kein Daytrading. ----------------------------------------- This wikifolio is all about... MEDTECH. Only investments in companies/stocks, no mutual fund or ETF investments. At the starting point, the portfolio will be divided into three categories of stocks: I - Key priority companies (such as Thermo Fisher and Danaher): will receive an initial weighting of roughly 5% each at the beginning II - Challenger / 2nd priority stocks (such as Qiagen and Baxer): will receive an initial weighting of 2-3% each III - Healthcare stocks with key business outside MedTech (such as Johnson & Johnson and Alcon): will receive an initial weighting of 1-1.5% Active stock selection, but with long-term focus. It is about sustainable investing and not day-trading. Any substantial stock & strategy changes will be announced.