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

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To: scott_jiminez who wrote (9312)7/3/2002 3:49:53 PM
From: rkrw  Read Replies (2) of 9719
 
<<I am noting that the ~95% decline in the portfolio's value over the past 6 months is NOT a function of loosely defined greed and fear but rather a personification of the swelled egos that have permeated this sector for so long.>>

Ron,
Give it a rest already! The VD portfolio is a for fun paper biotech portfolio. It's not real money. It's called a mock portfolio! If anyone has a swelled ego, it's the fictitious Scott "told you so" Jiminez.

If you ask me, V1 et al should give the portfolio a proper burial and start all over. More diversified, less use of margin and cherry pick what he and others think are the best present buys in biotech.

Have a great long weekend everyone!
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