Total Assets
Rate Of Return$Unitedhealth(UNH.US)
The market is currently obsessed with short-term margin compression and regulatory noise. However, the fundamental role of UNH in the US healthcare system remains indispensable.
I am holding through the drawdown. With a solid 3.2% dividend yield, I am getting paid to wait for the business to reset.
Not selling at these depressed valuations. I view this as a test of conviction. If management can stabilize medical costs (MCR) in the coming quarters, the rebound could be significant.
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