VD's Model Portfolio & Discussion Thread Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : VD's Model Portfolio & Discussion Thread

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Vector1 who wrote (8542)	1/11/2001 6:34:33 AM
From: scott_jiminez	Read Replies (1) of 9719

Vector - you have valid point regarding the comparison to an index. But an effort to construct a parallel portfolio does makes sense, respectfully speaking as well, as an attempt to see if biotech stock picking is as difficult as it appears. I've completed the process of stock selection for the DVD portfolio. The remaining eight stocks from VD (BTRN, CELG, CRXA, LEXG, PRCS, TRMS, VRTX) were replaced with the following: aaiPharma (AAII) Arena Pharmaceuticals (ARNA) Caliper Technologies (CALP) Covance (CVD) Genomic Solutions (GNSL) Esperion Therapeutics (ESPR) Luminex (LMNX) Orchid Biosciences (ORCH) The funds from the VD stocks ($778,455) were equally divided among the new entries. Both portfolios were updated with yesterday's closing prices to reflect the launch date. The VD portfolio siliconinvestor.com The DVD portfolio siliconinvestor.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next