Among all the sectors, healthcare has held up better than most. Of course, now, with the benefit of hindsight, various pundits and talking heads are pointing out that this is the safe haven with a lot of growth potential. What's the logic here? Since this sector has lost the least, it must grow the most now? Nonsense. If anything, now is probably not the time to invest in the healthcare considering the significance of upside potential in other, very beaten-down sectors. If you're nevertheless curious about what has done relatively well so far, here I will detail the performance of the virtual mutual fund I've set up for the Healthcare sector on the Marketocracy web site.

Orange line in the chart below shows how my Healthcare Fund has performed relative to the m100 (a collective Marketocracy fund that uses picks from the top 100 members), S&P 500, Dow Jones Index, and Nasdaq.




Below is this fund's ranking:


Thanks to the very strong performance in the 3rd quarter, this fund is now highly ranked in the 6-months and 1-year periods. But then again, in the current market environment it's not about winning the most, but rather about losing the least. I do think that healthcare will do well in the 4th quarter after the presidential elections are over with. Markets hate uncertainty more than bad news and discount healthcare stocks accordingly. Once some of the uncertainty goes away, so will the discount on these stocks.

Here is a list of all the stocks currently in the fund and how they've performed up to this point:


I have not changed the picks since the fund's inception, so the turnover is non-existent. I expect to add to my positions in several of these stocks since I still have $236K of Cash in this fund. Below are brief profiles of these stocks.