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Biotech / Medical : Neuroscience
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To: scott_jiminez who started this subject9/28/2000 10:24:28 PM
From: scott_jiminez  Read Replies (1) of 278
 
Portfolios [OT]

Three completely fictitious $100,000 portfolios have been created:

1. Hubris - Biotech siliconinvestor.com An equally weighted selection of eight of the most 'popular' BTs on SI. This should be relatively representative of BTs in general though the genome companies are underweighted.

2. Hubris - SEM (Semi Equipment Manufacturers) siliconinvestor.com Again, an equal weighting of eight of the largest and/or most 'popular' SEMs.

3. Pariah. siliconinvestor.com A high risk, unequally weighted selection of some stocks I follow. Consider this 'my' portfolio if you must; the lack of biotechs is wholly intentional.

We'll check back on these from time to time. Let's give them 6 months before declaring victors (no changes allowed). My prediction is that Hubris - SEM will solidly surpass Hubris - BT with Pariah either far ahead or far behind both.
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