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Biotech / Medical : T/FIF, a New Plateau

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To: scaram(o)uche who wrote (1209)6/14/2002 8:34:26 PM
From: scaram(o)uche  Read Replies (1) of 2243
 
There's not much one can say about the past few months apart from "wow, ouch, go away". It's been so bad that I haven't dared look at the portfolios.

I've got some lousy stuff among the gems. Maybe I'll do some pruning, or maybe I'll just let them rot.

Portfolio "2000" has gotten slaughtered, but it's hanging on to that last three months of the bubble and is up 263.4% as we approach 30 months...........

siliconinvestor.com

Portfolio "2001" (shown below) has also gotten killed, but I'm proud of it. It's up 10.3% since inception, the toughest "nearly 18 months" of downslide for biotech that I remember.

There's no cash. Balancing/positioning proposals will, however, be entertained!
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