UnitedHealth

Portfolio Spotlight: May 2026

May continued the positive sentiment that returned to the markets after the spring correction. Investors remained focused primarily on AI, technology and growth companies, while concerns about inflation, interest rates and geopolitical tensions temporarily receded into the background. The S&P 500 index continued to rise and further improved its...
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Yesterday the U.S. government announced higher-than-expected payments for the Medicare Advantage program for 2027, which in after-hours trading pushed shares of $CVS and $UNH roughly 5% higher. Honestly, I'm glad I don't have as much invested in this sector anymore, since stock movements are heavily influenced by government budgets.

Do you have healthcare stocks in your...
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🚨 A sneak peek at my $50,000 PORTFOLIO at year-end.

✅ +27.13% YTD return | Updated 30.12.2025

Wishing you lots of success in the New Year, colleagues❗

$GOOGL $AMZN $SOFI $NVDA $ASML $UBER $NFLX $UNH $V $ABNB $DUOL $FICO $NVO

Markel Group $MKL-Interesting competitor $UNH

Hello, investors,

I believe Markel showed very disciplined and improving underwriting in the third quarter. Their combined ratio improved to roughly 93 % versus 97% last year, as they stated on the earnings call. This is crucial for an insurance company, because lower combined costs mean more of the premium should remain as margin for...
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Are you buying like W. Buffett $UNH? The stock price may already seem quite high, but it's still down 40% YTD, so still at a big discount.

Berkshire Hathaway bought 5 million shares of UnitedHealth Group, which pushed the stock price about 12% higher in aftermarket trading. I think the previous drop was exaggerated and the shares are cheap now, so I’m not surprised it caught Buffett’s attention.

What do you think about this news? Do you have $UNH in your portfolio?

Do you think sentiment around $UNH has already turned?

The shares have been rising in recent days and might already be bouncing. I have a small position and I'm wondering whether I should increase it.

Do you think sentiment has turned on $UNH yet?

The stock has been rising in recent days and may have already bounced. I have a smaller position and am wondering if I should increase it further.

📅 This week's key events!

This week is really full of important macroeconomic events and also corporate results. Here's a list of the most interesting things I'll be watching.

📈 Tuesday
JOLTS Job Openings - Let's keep an eye on the tightness in the labor market. Fewer job openings could signal a cooling economy.

Consumer confidence in the U.S. - An important barometer of future...
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🔍 UnitedHealth: new leadership, old challenges and a quest to restore investor confidence!
Healthcare giant UnitedHealth Group $UNH is entering a new chapter. Steve Hemsleytook the helm of the company in May , returning as CEO after years away, this time with the clear goal of regaining shareholder confidence.

There has been a lot of talk lately about the situation surrounding $UNH and their problems. However, on Friday, the management of this company was buying shares heavily, which is a very positive signal, and today the stock could rise. If the price stays below $300, I will establish a position, because such a drop is not common and the reaction is overreaction.

How do you seet...
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📉 UnitedHealth surprisingly lowers outlook. Shares fall!
UnitedHealth $UNH, the leader in health insurers, today significantly lowered its 2025 earnings outlook , leading the stock to fall by more than 20 %, the biggest drop in years. The response was swift and harsh: the entire health insurance sector went down.

The company now expects a profit 26 to $26.50 per share, whereas it...
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📆 Weekly Investment Review: earnings season in full swing, complete with important data and geopolitics!

A mix of corporate results, economic statistics and geopolitical challenges await us this shortened week. Markets will react not only to the numbers, but also to speeches by central bankers and politicians.

🏦 Monday
Results before the markets open:
Goldman Sachs $GS - I'll be...
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