---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38422407.md"
description: "$Unitedhealth(UNH.US) adjusted the portfolio today, sold UNH and bought Microsoft. The reasons are as follows: I personally think the fundamentals of UNH have changed. The fee issue is just one aspect, and there's also the transparency of pharmacy profits. It feels like Trump is hitting these healthcare companies hard with every step. The short-term fee issue might be resolved with some pullback, but the long-term narrative has fundamentally changed. I don't think the days of high profit growth will return. If you want dividends for retirement, you can go for blue chips like PG that are unaffected by policies."
datetime: "2026-02-04T03:51:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38422407.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38422407.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38422407.md)
author: "[小亏不算亏](https://longbridge.com/en/profiles/17480790.md)"
---

# $Unitedhealth(UNH.US) adjusted the portfolio today…


### Related Stocks

- [UNH.US](https://longbridge.com/en/quote/UNH.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)

## Comments (3)

- **小林的交易员 · 2026-02-04T03:59:33.000Z**: The main problem is still that it is too much affected by policies, and the same logic applies to Chinese concept stocks, leading to the market giving them low valuations.
  - **小亏不算亏** (2026-02-04T04:02:17.000Z): It can only be said to be learning from past mistakes. If we calculate based on an EPS of 17.75, a market PE of 20 would already be considered high. Trump, if in office, would definitely make drastic 
  - **小林的交易员** (2026-02-04T04:04:11.000Z): From the perspective of ordinary people, it might not be a bad thing, but it's a pity for the investors. Let's wait until the policies stabilize before considering buying back🥹