Is anyone here investing in shares of $NVS?
I'm thinking of expanding my portfolio with a stock from the healthcare sector. It seems like a relatively stable industry that becomes more important year by year. At the same time, this company's valuation doesn't look overly stretched. I haven't studied Novartis in detail yet, so I'd appreciate any opinions. I would also welcome tips on other interesting stocks in this sector.
I mostly had $CVS from that sector, which I bought after the big drops in 2024. It was still possible to get in at the start of 2025. The problem is that I don't think there's much potential left there now, so I sold the shares. In any case, I don't plan to include Novartis in my portfolio. On the other hand, United Health $UNH could be higher in a few years compared with today's prices.
Personally I only have HIMS from this sector. In the past I owned NOVO and CVS, but I will never try the healthcare sector again. I consider it a very uncertain sector for a portfolio, even bordering on speculation.
