Morphing Madness toward Sanity:
Gene Therapy stocks, tgen, vicl, and aria
take up 15% of the portfolio. That needs to
be halved.
Also, genxy and cra take up a whopping 24%
of the porfolio. Those too I think should be
halved--or more, oh, it would be tempting to
take the proceeds and perhaps buy a little CRGN,
MLNM etc--but we will have to see about that.
SNAP will be halved and the proceeds put into
NBIX.
I'll look over the shareprices after next week,
eyeball an average price, and make the changes.
..............................................
It occurs to me that somebody could come across
my portfolio and suggest that I am "frontrunning"
--that is, suggesting trades that have I've already
done. I'll say again that this is a mostly a *fake*
portfolio. Most of what I have made playing biotech
stocks is actually out of the market, and I don't
expect to be putting it back, as I said earlier in
this thread, I am essentially "stopped out", but
I wanted to fiddle with paper trades and assembling
a more reasonable, though still speculative, biotech
portfolio. Maybe it is about having closure, clean
up the pile of crap, log the losses, then fold things
up, ha! |
