happened to look back at ixj today to see if any interest discussing healthcare ETFs on HC, only to find that my post was the last post 10 months ago and the SP is exactly the same to the cent
i guess that answers my question! no interest on HC.
my question would be whether people favour an active health sector fund such as the platinum healthcare fund, or a passive fund such as IXJ which is low cost and broader but probably won't perform quite as well long term. I've got some platinum global fund and a lot of platinum asia fund, both of which have been good to me, so i might look to switch my ixj to platinum healthcare fund soon but not yet.
i think this etf is due for a run, and i would like the aud to continue to weaken against the usd to drive the etc price up further too. health stocks have done pretty poorly in the last year or so, but they always do well longterm. i doubt trump will seriously damage them with whatever legislation he tries, i think the ageing population and developing world growth and GDP tailwinds are simply too strong and will drive eps growth medium term despite whatever bumps we see along the way.
IXJ Price at posting:
$141.35 Sentiment: Buy Disclosure: Held
