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Biotech / Medical : T/FIF, a New Plateau

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To: The Dodgy Ticker who wrote (788)12/24/2001 2:50:09 PM
From: scaram(o)uche  Read Replies (1) of 2243
 
A basket of three or more? Not sufficient. A good biotech basket has six stocks, minimum. If you're not a trader (that's trader with capital "T", not investor -- a gambler) with deep pockets, one does not want more than 15% of net worth in any given issue.

I'm part gambler and part investor, and I rarely go over 15% for any given issue. My entire portfolio is, of course, biotech. I've wandered, on occasion. But never with much.

So...... Zeke is, of course, correct. OTOH, I'd like him (or anyone) to give me a good reason why 100% of an investment portfolio should not be in KDUS.

Please assume that we've taken away Glass' passport.
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