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![propulsionpoint Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::76150544.png) PropulsionPoint Capital [@propulsionpoint](/creator/twitter/propulsionpoint) on x 1007 followers
Created: 2025-07-18 07:17:21 UTC

Core portfolio Idea - $UNH

Immediate Target - ~376$ ( will need earnings to come good, guidance reinstated and clarity on lawsuits)

While the $ETH and Crypto treasury train keeps chugging, try not to over expose yourself. 

To ensure I don't get carried away my core portfolio has many names which are hated/ unloved/ temporarily mispriced stocks which provides risk cushion. To name one of them is $UNH - United health. 

Its ~4% of my core portfolio and I intend to increase this to ~6%. Besides all the reasons that has been cited regarding valuation, size, growth, lawsuits etc., one simple fact is that insiders and politicians are buying. That's  a clear tell. XX days to earnings, and there will be data and commentary which will assuage investors and give this a lift off.

![](https://pbs.twimg.com/media/GwH1ZFcWAAAA56_.jpg)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946107003711197232/c:line.svg)

**Related Topics**
[stocks](/topic/stocks)
[$eth](/topic/$eth)
[clarity](/topic/clarity)
[$unh](/topic/$unh)
[stocks healthcare](/topic/stocks-healthcare)
[ethereum](/topic/ethereum)
[coins layer 1](/topic/coins-layer-1)

[Post Link](https://x.com/propulsionpoint/status/1946107003711197232)