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Was Andrew wrong? Is Smartpay (ASX: SMP) a buy, opening an SMSF, China v America

Australian Investors Podcast

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The Importance of Overlap in the Healthcare Sector

I don't think I'd be that concerned that some of the names overlap. You just want to have a lot of conviction in your medium term view on the healthcare sector. The most common reason people would be buying this, in my opinion is that they think that health care spending is going to outpace every other type of spending as the population grows. But it's a bit interesting because it uses a, it's not a full replication strategy.

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