📢 Portfolio Update – September
✅ Already +2.5% profit this month, pushing my YTD gains even further 🚀
What’s driving this? Diversification. While tech and global markets have been volatile, my recent healthcare investments are paying off big:
💊 $UNH (UnitedHealth) – up 7.7% today after announcing it will reaffirm 2025 EPS guidance and showing strong momentum in its Medicare Advantage plans. Nearly 78% of members could be enrolled in 4★+ plans by 2027, unlocking higher bonus payments.
💊 $CNC (Centene Corp) – up 4.5% today, following the same trend. Both UNH and CNC had dropped ~50% in the past year, and I saw an opportunity to buy strong companies at depressed valuations. That conviction is starting to pay off.
📊 Lesson: Diversification works. By spreading risk across sectors – from tech to healthcare to international markets – the portfolio stays resilient and captures upside when certain sectors rebound.
👉 Current status: +2.5% in September and still building momentum.... Show More
Congratulations on the good results! Regards!... Show More
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Wed Nov 12 2025 19:42:45 GMT+0000 (Coordinated Universal Time)
