才藏小猪猪
2026.01.28 13:13

$Unitedhealth(UNH.US) is too weak. As expected, as long as Trump is in office, there won't be a good day for it. Fortunately, the position was controlled.

LongPort - 才藏小猪猪
才藏小猪猪

Although UNH is the leader in healthcare insurance, it is also one of the focal points of political struggles between Democrats and Republicans. Amid the tug-of-war, its stock price has fallen back again. Despite the good earnings report this time, my consistent view is to strictly control its position ratio. Holding it long-term does not offer a high return on investment. It does have advantages, such as being a dividend stock. When Trump suppressed its stock price to a certain level, it became more cost-effective. Then, holding $Unitedhealth(UNH.US) until Democrats come back to power and the price rises again, but the return will definitely not outperform growth tech stocks.

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