Some good suggestions, and I'll probably choose from the currently unloved, even though "neuro" is already heavy in SNAP.
Actually, "neuro" still has 2.9K in cash, so maybe I'll put a little smidge of NPSP in there, now that they bought Allelix.......
techstocks.com
>> Have you considered adding a biotech mutual fund for a managed internal comparison as well as a bushel basket of 1st and 2nd tiers? <<
Add one share of a mutual fund? Not a bad idea, but I don't think that the SI program recognized mutual funds back when I was setting the creatures up. Basket of bigger caps?...... it would have to be in a separate portfolio. I'm not going to go back and get historical data for 4/1. If you want to do such, that would be great. In any event, the portfolio is up, with only modest management, 95.6% in 7.5 months. Internal benchmarks aren't really necessary, unless we spill out to a dot com index........
techstocks.com
For those who are interested in before and after pics, it's time for the "befores" (both portfolios). As usual, purchases will be at real-time "ask", and commissions will be Brown and Co.
The older portfolios, "T/FIF", "bounce" and "margin pain", are still open for public scrutiny. They're mostly cash and completed untended, but they're still there. CRGN actually hit a 3.5X bagger today. |
