Ticker: ELDERLY

This discretionary portfolio holds stocks related to end-of-life care, medical devices, and senior living services. It includes companies in deathcare services, hospice care, cardiovascular and joint replacement medical devices, home health services, and senior living facilities.

Stocks are chosen by DASTA Investments. Rebalances are intended to be infrequent.

Risks: This portfolio comprises stocks and is susceptible to the inherent volatility and potential declines that characterize the stock market. Additionally, this portfolio is concentrated in companies that are strongly linked to elderly care and services. This portfolio will be vulnerable to shocks affecting this sector, including but limited to changes healthcare policy and technology, Medicare/Medicaid changes, and regulatory shifts in the senior care industry.

Risk score: 3