Allocation. How much of a good thing...
This one looks awfully good, if still speculative...trouble is, a lot of others do also. With a 3 to 5-year window for results, what kind of allocation would anyone on this thread give REGN vs all the others in a biotech-only portfolio? Going with a high performance mutual fund is not "hands-on" enough for me personally. But then, getting too spread out dilutes, and being overexposed can ruin your whole day eventually... I know you guys know all this already, just wanting to get it together better....long REGN, ISIP, IZP.TO, CTII, VASO, CCEL, LYNX....liking NBIX, VICL......TIA and good luck to all,
Eric |
