Current Holdings 17 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| PODD | Insulet | Healthcare | 5.3% | 25 | $208.22 | $208.22 | +0.0% |
| NVO | Novo Nordisk | Healthcare | 5.3% | 146 | $36.04 | $36.04 | +0.0% |
| UNH | UnitedHealth Group | Healthcare | 5.3% | 10 | $512.30 | $512.30 | +0.0% |
| LLY | Eli Lilly & Co. | Healthcare | 5.3% | 5 | $888.42 | $888.42 | +0.0% |
| ALNY | Alnylam Pharmaceuticals | Healthcare | 5.3% | 16 | $320.30 | $320.30 | +0.0% |
| ELV | Elevance Health | Healthcare | 5.3% | 18 | $284.72 | $284.72 | +0.0% |
| GILD | Gilead Sciences | Healthcare | 5.3% | 39 | $134.25 | $134.25 | +0.0% |
| HSIC | Henry Schein | Healthcare | 5.3% | 73 | $72.35 | $72.35 | +0.0% |
| MCK | McKesson | Healthcare | 5.3% | 6 | $866.23 | $866.23 | +0.0% |
| MTD | Mettler-Toledo | Healthcare | 5.3% | 4 | $1240.04 | $1240.04 | +0.0% |
| PFE | Pfizer Inc. | Healthcare | 5.3% | 194 | $27.23 | $27.23 | +0.0% |
| REGN | Regeneron Pharma | Healthcare | 5.3% | 7 | $737.71 | $737.71 | +0.0% |
| RMD | ResMed | Healthcare | 5.3% | 24 | $219.38 | $219.38 | +0.0% |
| SOLV | Solventum | Healthcare | 5.3% | 83 | $63.39 | $63.39 | +0.0% |
| TECH | Bio-Techne | Healthcare | 5.3% | 103 | $50.95 | $50.95 | +0.0% |
| TWST | Twist Bioscience | Healthcare | 5.3% | 118 | $44.53 | $44.53 | +0.0% |
| VEEV | Veeva Systems | Healthcare | 5.3% | 30 | $175.36 | $175.36 | +0.0% |
About This Portfolio
Investment Thesis
Silver Economy focuses on Senior living, medical devices, pharma, and retirement services.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 17 holdings that best align with the moderate growth mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Aging Population theme.
Position sizing reflects an equal-weight approach with a 10% cash buffer maintained for rebalancing flexibility and commission coverage. The portfolio is designed to be actively managed through Stoquity's factor scoring and committee review process, with holdings subject to ongoing quality, momentum, and risk monitoring.
Risk Level
Moderate Growth
Inception Date
2026-03-30
AI Engine
Silver Economy Bot
Followers
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