Spotlight: Health Care Sector

Despite the volatility in the indices today, there was one sector that’s steady bid caught my eye: Health Care. I wanted to take a few minutes to dive into a couple of names within the sector that I’m interested in. If you haven’t had a chance to read Mayhems “Full Cycle Trading and Investing” blog post, I’d recommend checking it out here: https://www.traderade.com/post/full-cycle-trading-and-investing. I really enjoyed his post and it reminded me that it’s probably time to keep a closer watch on some health care names considering it’s entirely possible 2022 may present a threat to the raging bull market we’ve come accustomed to. As a retail investor, I’m actually excited for the prospect of some legitimate sector rotations. Tech and high risk assets have been the name of the game for a long time, but if there’s a chance they’ll be moving out of the spotlight then it’s worth a closer look at health care. Over the past year, most of the attention on this sector has been understandably skewed to a small handful of Covid vaccine related names, i.e. Moderna, Johnson & Johnson, and Pfizer (The latter 2 happen to be the #1 and #3 biggest names by weight, respectively, in the popular XLV Health Care Select Fund). Despite the success of a few names, XLV still looks healthy and poised for further upside:

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