4.8 • 7.8K Ratings
🗓️ 1 May 2025
⏱️ 10 minutes
🔗️ Recording | iTunes | RSS
🧾️ Download transcript
In this insightful clip, Troy Millings and Ian Dunlap dive deep into building a strong portfolio centered on the healthcare sector! Whether you’re an experienced investor or just starting out, they break down the tried-and-true strategies to help you navigate an ever-changing market.
The conversation kicks off with Ian sharing his take on focusing your investments, urging listeners to stick with what works rather than chasing the latest trend. He discusses his go-to picks for a healthcare-focused “two tech, two index” strategy: VO, VTI, Eli Lilly, and Stryker—plus why consistency often outperforms novelty when it comes to portfolio growth.
Troy brings his own expertise to the table, highlighting some of his favorite healthcare ETFs like Vanguard’s VHT and the SPDR’s XLV. He walks you through the importance of understanding ETF holdings, emphasizing why Eli Lilly and UnitedHealth are usually at the top—and what recent market turbulence means for these giants.
But it doesn’t stop there. Troy introduces “wild cards” for those looking to think outside the box, featuring CVS and its vertically integrated healthcare model, as well as Amazon’s surprising potential in the health space. The two hosts explore how the integration of AI, telehealth, and cloud services could help companies like Amazon disrupt traditional healthcare and even become a top holding in major healthcare ETFs in the future.
The clip wraps up with a candid discussion about what makes a company “generational,” touching on Amazon’s history of innovation, the power of major tech players, and why infrastructure and cloud computing play such a huge role in shaping the future of healthcare.
Highlights include:
Whether you want to refine your stock strategy or gain new perspectives on the intersection of tech and healthcare, this clip is packed with actionable insights to help you stay ahead.
*Watch now and let us know your favorite healthcare stock or ETF in the comments! Don’t forget to like and subscribe for more expert investing tips.*
#Investing #HealthcareStocks #ETFs #FinancialFreedom #StockMarket #WealthBuilding #AIinHealthcare #CVS #Amazon #VHT #XLV #TroyMillings #IanDunlap #MarketMondays #portfoliostrategy
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0:56.1 | So if you want to create a two tech, two index version, let's get into this, |
1:00.0 | send it around health care. |
1:01.6 | Let's get into this. |
1:02.4 | What two would you recommend for this combination? |
1:04.8 | I think this is a great question, but one thing I do want to stretch is I want you |
1:10.5 | got to stay focused on |
1:11.6 | what you have the portfolio at the moment because i think too many people once again take |
1:16.4 | their eyes off the main thing um i would do VO vTI i la lily and shirt what i've talked about |
1:24.8 | before i know it's not and this is where men, |
1:28.3 | I'm not trying to belabor a point on brother Shep. |
1:32.3 | I think too often times as men, |
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