Not outstanding if one had a 100% biotech portfolio but acceptable nevertheless. I have been doing much better since I have decided not to sell a single share (3 weeks ago) and only add to my margin to keep the 25% ratio.
Here is the list with US first (note that weighting, not included, is critical): absc, akrn, arba, ardm, atms, avxt, btrn, celg, cltr, cnqr, ctii, digl, dkey, evis, ffti, glia, gztc, hwym, inph, jmar, kopn, ldp, lpac, mrvc, nanx, nbix, npsp, srge, svgi, trms, wave AND cry.to, dvd.v, ecg.to, isd.to, iw.to, lir.v, sw.to.
In my retirement account only 2: NSATF and RIMM, both bought middle 99 <VBG>
Top holdings are sw.to, nbix, absc, celg, btrn
As you can see, lots of picks from the 50% thread ...
and some old ones from Steve Smith that panned out later in their life ...
Looking to lighten up a bit this week since I am going on vacation for 2 weeks soon.
Feedback always appreciated. Knowledge is Power.
LIA |
