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Hedgeye’s Keith McCullough said his core allocation to U.S. healthcare, via XLV, has climbed to a fresh high. The move reinforces a defensive portfolio tilt as

BWB News TV • 2026-08-10 19:16 UTC • By Billy Odell Tucker-Robinson
Hedgeye’s Keith McCullough said his core allocation to U.S. healthcare, via XLV, has climbed to a fresh high. The move reinforces a defensive portfolio tilt as
Hedgeye’s Keith McCullough said his core allocation to U.S. healthcare, via XLV, has climbed to a fresh high. The move reinforces a defensive portfolio tilt as he contrasts it with a weaker stance on DRAM and semiconductor exposure.
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