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Medical Interest

$MEDSCIENCESSamuel B.

About Medical Interest

A gathering of companies that are doing things in the medical field that I find interesting. The primary initiator for consideration is the scientific interest in the work they have been supporting which drew them to my attention and then I seek to assess their fundamentals before adding them to the portfolio.

Asset Breakdown

GRAL14.38%
ISRG9.79%
REGN9.21%
ABBV9.2%
MDT9.06%
BMY7.84%
JNJ7.72%
VRTX6.88%
NVO6.85%
UNH5.88%
NBIX4.96%
NTRA4.5%
RYTM3.7%

About the Creator

My background is in information science and environmental science research. I am relatively new to investing and I am seeking to build out several portfolios of topical/thematic interest that hold fundamentally strong entities and allow me to build out portfolios where I can work on various strategies as my knowledge increases.

Activity

Total Rebalances4
Last RebalanceAug 27, 2026

Posts by Creator

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Changes:RYTM +5.0%NTRA +4.0%REGN +1.2%MDT +0.4%BMY -2.6%

$MEDSCIENCE Added NTRA and RYTM to the mix. We’ll let it run for awhile and then reassess.

Changes:NBIX +7.0%UNH +7.0%ISRG -2.2%VRTX -2.1%GRAL -2.1%

Added in UNH and NBIX spreading risk more broadly. Will be adding to the overall position in August if the movement remains positive.

Changes:REGN +9.0%BMY +1.0%GRAL +0.9%JNJ -2.5%NVO -2.5%

Added Regeneron to the mix. Need to look away for awhile and see how things shake out.