Demographic megatrend: healthcare, pharma, senior care
Aging Population
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| SYK | BUY | 21% | 11.8% below entry | 4.4% above entry | 5.7% | TVYH |
| ABT | BUY | 22% | 12.2% below entry | 4.6% above entry | 5.5% | TVYH |
| HUM | BUY | 46% | 25.6% below entry | 9.7% above entry | 2.6% | TVYH |
| CI | BUY | 31% | 17.0% below entry | 6.4% above entry | 4.0% | TVYH |
| UNH | BUY | 43% | 23.9% below entry | 9.0% above entry | 2.8% | TVYH |
| ELV | BUY | 35% | 19.2% below entry | 7.2% above entry | 3.5% | TVYH |
| PFE | BUY | 25% | 13.6% below entry | 5.1% above entry | 4.9% | TVYH |
This strategy has moderate long-term potential but requires monitoring. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -32% drawdown to return 163% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.