Monthly Archives: December 2020

MWG Focus Stock: UNH

UnitedHealth Group: Let the Healing Begin

Source: United Health
UnitedHealth Group (UNH) is the largest health insurer in the U.S. It has two main business segments, UnitedHealthcare (60% of Revenues), its insurance arm, and Optum (40% of Revenues), the information technology and health services portion of the business. Read

November Porfolio Update | 2020

Thoughts on the Market: November Edition

Equity markets surged to new highs in November on a flood of successful COVID-19 vaccine results, with the S&P 500 index rising 8%. With healthcare analysts now forecasting a sufficient level of vaccinations to achieve herd immunity by late spring 2021, markets have been looking through the second wave and the recurrence of social distancing in most of the Western world.


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