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Biotech / Medical : momo-T/FIF

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To: Tomato who wrote (363)5/16/2004 4:53:26 PM
From: michael_f_murphy  Read Replies (1) of 12215
 
<<ARQL, EXEL, and MYGN. How much of each should I buy?>>

How about 4% of the portfolio value each? So approx 600K x 4% = $24K each. Assumes that we will have about two dozen stocks if equally weighted and fully invested, less if there are consensus faves.
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