End of year "report".....
Portfolio "2000" took a terrible hit for the entire second half of the year and finished at +181%. I'll construct a "2001" this weekend.
"Bounce", deserted long ago with too much cash, Sugen, Pathogenesis and Geltex, is up 583% at the close of 2000 as shown..........
siliconinvestor.com
If anybody can calculate the cash that should be added for Sugen, Pathogenesis and Geltex, without extraordinary effort, then I'll do it.
One 18-bagger (MLNM) and a 28-bagger (OSIP). A long step (down) to four-baggers, REGN (one of two purchases, the second a three-bagger), BTRN (one of two purchases, the second a three-bagger), and ALKS.
Eighteen components as shown, no losers. Note.... I bought GLIA for some portfolios, but never actually made the changes. I don't remember if "bounce" was included among them, but performance as shown may be better than actual. |
