iShares US Healthcare Providers (IHF)

(A Top Pick May 18/18 , Up 15%) Healthcare has been a political football. Seasonally positive in the summer. Best sector this summer. Don’t push your hand too much in the fall. Vulnerable here.

Defensive name. Positive in the last 14 of the past 18 years. Keep you invested during the summer.

A healthcare ETF? When it comes to healthcare ETF’s, a lot of them have a very large weighting in pharmaceuticals. A lot of the larger names have not done very well. This would be a good choice.

In the healthcare sector, this is one that he has been looking at. This will have the hospital names, some of the pharmacy benefit managers, etc. Has taken a bit of a run and is kind of scary to be buying it, but healthcare in this particular space, are the ones that are going to benefit the most.

Do medical stocks have seasonality? There are a couple of specialty healthcare ETFs that are just coming into their seasonal strength. One is iShares US Healthcare Providers (IHF-N) which has seasonal strength from now, right through until the end of January. The other is iShares US Medical Devices (IHI-N) with seasonal strength from the end of November until the middle of February. Both of these have very, very strong seasonality during that time.