Spanky
Thinks s/he gets paid by the post
What's an appropriate allocation to health care sector (e.g, Vanguard Health Care fund) within the equity portion of a portfolio? I understand that sector bet may not be prudent, but the health care sector has been performing well and the decline (-21%) is less severe than that of the total market (-40%). It is true that the future may be significantly different will the past. Any thoughts or comments?